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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1901
Flagship Wealth Advisors
Massachusetts
$148K – – –
FFC
1902
First Financial Corp
Indiana
$143K – – –
FAI
1903
Fiduciary Advisors Inc
Missouri
$142K – – –
CSC
1904
Caldwell Sutter Capital
California
$142K – – –
B
1905
Bayban
Minnesota
$142K – – –
WOSD
1906
WFA of San Diego
California
$136K -$73.5K -735 -35%
PFO
1907
Pioneer Family Office
Florida
$130K -$131K -1,309 Closed
RDFA
1908
Ritter Daniher Financial Advisory
Ohio
$128K – – –
IF
1909
Integrity Financial
Wyoming
$126K – – –
ITIM
1910
Indiana Trust & Investment Management
Indiana
$125K – – –
WG
1911
Wellington Group
Indiana
$124K +$81.7K +817 +188%
ADL
1912
Asset Dedication LLC
California
$120K +$94K +940 +347%
VWM
1913
Valley Wealth Managers
New Jersey
$119K -$100 -1 -0.1%
PS
1914
Pinney & Scofield
Massachusetts
$118K +$119K +1,192 New
NEWAS
1915
N.E.W. Advisory Services
Wisconsin
$118K +$800 +8 +0.7%
JGCM
1916
Joseph Group Capital Management
Ohio
$112K +$2.3K +23 +2%
CBT
1917
CoreFirst Bank & Trust
Kansas
$110K – – –
OFG
1918
Oxford Financial Group
Indiana
$110K -$754K -7,535 -87%
DWP
1919
Destiny Wealth Partners
Florida
$109K +$110K +1,099 New
BCV
1920
Banque Cantonale Vaudoise
Switzerland
$109K – – –
CHC
1921
City Holding Co
West Virginia
$108K -$38.7K -387 -26%
RWM
1922
Rialto Wealth Management
New York
$106K -$261K -2,610 -71%
DWM
1923
Darwin Wealth Management
Florida
$105K +$200 +2 +0.2%
NRG
1924
Nemes Rush Group
Michigan
$104K – – –
SWIM
1925
Smallwood Wealth Investment Management
New Jersey
$103K -$100 -1 -0.1%
75 76
77
78 79