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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2151
Davies Financial Advisors
California
– -$367K -3,674 Closed
AIS
2152
AM Investment Strategies
Tennessee
– -$362K -3,623 Closed
AWMG
2153
ADG Wealth Management Group
Louisiana
– -$356K -3,563 Closed
AWA
2154
Archvest Wealth Advisors
California
– -$355K -3,556 Closed
RL
2155
Retireful LLC
Michigan
– -$348K -3,471 Closed
WP
2156
Westmount Partners
California
– -$344K -3,440 Closed
BFA
2157
Beaumont Financial Advisors
Massachusetts
– -$304K -3,048 Closed
HBS
2158
Howard Bailey Securities
Indiana
– -$298K -2,987 Closed
HFA
2159
Highland Financial Advisors
New Jersey
– -$288K -2,887 Closed
RWM
2160
RMG Wealth Management
Wisconsin
– -$168K -2,834 Closed
EP
2161
Essential Planning
New Hampshire
– -$282K -2,827 Closed
KCM
2162
Kendall Capital Management
Maryland
– -$278K -2,785 Closed
PIA
2163
Polaris Investment Advisors
Massachusetts
– -$275K -2,749 Closed
IFO
2164
Independent Family Office
New York
– -$268K -2,682 Closed
MPIA
2165
Milestones Private Investment Advisors
New York
– -$262K -2,625 Closed
GWAG
2166
Garrett Wealth Advisory Group
Texas
– -$258K -2,581 Closed
EWS
2167
Eagle Wealth Strategies
New Jersey
– -$250K -2,501 Closed
AAM
2168
Ackerman Asset Management
Maryland
– -$248K -2,483 Closed
ZIG
2169
Zullo Investment Group
Pennsylvania
– -$245K -2,455 Closed
OHIS
2170
Oak Harvest Investment Services
Texas
– -$238K -2,381 Closed
PWM
2171
Palacios Wealth Management
Florida
– -$234K -2,339 Closed
RFW
2172
Rainier Family Wealth
Washington
– -$232K -2,326 Closed
AWM
2173
Able Wealth Management
New Jersey
– -$231K -2,318 Closed
HCM
2174
Hengehold Capital Management
Ohio
– -$224K -2,248 Closed
PA
2175
Promethium Advisors
Maryland
– -$219K -2,190 Closed
85 86
87
88 89