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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1926
Smallwood Wealth Investment Management
New Jersey
$103K – – –
CWM
1927
Cranbrook Wealth Management
Michigan
$102K – – –
BIM
1928
Breakwater Investment Management
Washington
$102K – – –
DWM
1929
Darwin Wealth Management
Florida
$102K -$2.47K -25 -2%
MFC
1930
Mechanics Financial Corp
Ohio
$99K – – –
IFWM
1931
Institute for Wealth Management
Colorado
$99K +$98.9K +1,000 New
RWM
1932
Rialto Wealth Management
New York
$98.2K -$7.82K -79 -7%
BHWM
1933
Beaird Harris Wealth Management
Texas
$97.7K – – –
BFO
1934
Biltmore Family Office
North Carolina
$96.3K -$4.95K -50 -5%
BSB
1935
Bangor Savings Bank
Maine
$95K – – –
AFC
1936
Ares Financial Consulting
California
$93.5K – – –
PS
1937
Planning Strategies
Pennsylvania
$93.5K +$93.5K +945 New
EB
1938
Eastern Bank
Massachusetts
$92.4K -$8.11K -82 -8%
GFL
1939
Granite FO LLC
New Hampshire
$89.4K – – –
EA
1940
Evolution Advisers
Virginia
$89K +$29.7K +300 +50%
MWA
1941
Medallion Wealth Advisors
Connecticut
$89K -$2.77K -28 -3%
HWP
1942
Highline Wealth Partners
California
$88.7K -$99 -1 -0.1%
HR
1943
Howe & Rusling
New York
$79.7K -$138K -1,391 -63%
TCM
1944
Tradewinds Capital Management
Washington
$79.7K – – –
BFS
1945
Beacon Financial Strategies
North Carolina
$78.5K +$78.5K +793 New
KA
1946
Kozak & Associates
Colorado
$77.5K -$99 -1 -0.1%
DCM
1947
Dorato Capital Management
Colorado
$73.4K – – –
AEPWM
1948
Atlantic Edge Private Wealth Management
Florida
$72.8K +$99 +1 +0.1%
CPA
1949
Cardiff Park Advisors
California
$72.3K -$95.8K -968 -57%
TFA
1950
Toth Financial Advisory
Virginia
$72.2K -$2.77K -28 -4%
76 77
78
79 80