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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1976
Founders Financial Alliance
North Carolina
$78.9K -$148K -1,472 -65%
KA
1977
Kozak & Associates
Colorado
$78.9K -$46.5K -463 -37%
MWA
1978
Medallion Wealth Advisors
Connecticut
$76.5K +$100 +1 +0.1%
KC
1979
Knuff & Co
California
$75.9K -$306K -3,045 -80%
DCM
1980
Dorato Capital Management
Colorado
$75.1K +$75.1K +748 New
YAL
1981
Your Advocates Ltd
Texas
$74.9K +$62K +618 +468%
AWA
1982
American Wealth Advisors
Georgia
$73.6K +$1K +10 +1%
WA
1983
Walsh & Associates
Florida
$70.2K +$70.5K +703 New
SWA
1984
Strategic Wealth Advisors
Arizona
$70K +$71.2K +710 New
JFA
1985
JNBA Financial Advisors
Minnesota
$66.5K – – –
PFBT
1986
Parkside Financial Bank & Trust
Missouri
$65.4K – – –
BLC
1987
Brown, Lisle/Cummings
Rhode Island
$64.9K – – –
AWM
1988
Activest Wealth Management
Florida
$62.6K +$502 +5 +0.8%
TWD
1989
True Wealth Design
Ohio
$60.9K +$61.2K +610 New
BW
1990
Basepoint Wealth
Iowa
$60.9K -$252K -2,511 -80%
IAS
1991
IMA Advisory Services
Colorado
$60.3K – – –
HB
1992
Horizon Bancorp
Indiana
$60K +$60.3K +601 New
NWM
1993
Navigoe Wealth Management
California
$54K – – –
CJ
1994
Caitlin John
Michigan
$53.1K -$803 -8 -1%
SC
1995
Steph & Co
Wisconsin
$51.5K – – –
GGI
1996
Godsey & Gibb Inc
Virginia
$48.2K +$48.5K +483 New
ETS
1997
ESL Trust Services
New York
$43.9K -$28.1K -280 -39%
WG
1998
Wellington Group
Indiana
$43.3K +$43.5K +434 New
GWS
1999
Glassman Wealth Services
Virginia
$42K +$39.9K +398 +1,730%
OL
2000
one8zero8 LLC
North Carolina
$41K – – –
78 79
80
81 82