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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2076
Lodestone Wealth Management
Washington
$8.29K +$8.33K +83 New
QWM
2077
Quaker Wealth Management
New Jersey
$7.99K +$401 +4 +5%
YP
2078
YANKCOM Partnership
South Dakota
$7.79K +$7.83K +78 New
WAG
2079
Wilkerson Advisory Group
Missouri
$6.99K +$7.02K +70 New
VCM
2080
Versant Capital Management
Arizona
$5.89K – – –
ECA
2081
Elevated Capital Advisors
Utah
$5.79K +$5.82K +58 New
TAM
2082
Townsend Asset Management
North Carolina
$5.19K – – –
NEAM
2083
New England Asset Management
Connecticut
$4.99K – – –
LA
2084
LM Advisors
California
$4.26K -$329K -3,281 -89%
CMP
2085
Coston McIsaac & Partners
Maine
$4K – – –
EWM
2086
EPG Wealth Management
Georgia
$3.95K +$100 +1 +3%
RFP
2087
Root Financial Partners
California
$3.94K -$79.9K -796 -95%
SG
2088
Sankala Group
Colorado
$3.65K +$3.61K +36 New
EPG
2089
Estate Planners Group
Pennsylvania
$3.21K +$3.21K +32 New
SC
2090
Solstein Capital
California
$2.9K – – –
FPF
2091
First Pacific Financial
Washington
$2.81K +$2.81K +28 New
PIS
2092
POM Investment Strategies
North Carolina
$2.8K -$321K -3,203 -99%
FRA
2093
Front Row Advisors
California
$2.7K – – –
DWS
2094
Dynamic Wealth Strategies
California
$2.5K – – –
LB
2095
Legacy Bridge
Iowa
$2.5K – – –
GC
2096
Gould Capital
Washington
$2.5K +$903 +9 +56%
AF
2097
Alerus Financial
North Dakota
$2.2K -$112K -1,121 -98%
ASCM
2098
Adkins Seale Capital Management
Louisiana
$2.2K +$2.21K +22 New
WA
2099
WPG Advisers
Maryland
$1.9K – – –
MHIP
2100
Mountain Hill Investment Partners
New Jersey
$1.85K +$100 +1 +6%
82 83
84
85 86