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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
301
Caliber Wealth Management (Kansas)
Kansas
$30.6M +$433K +4,377 +1%
SWM
302
Spire Wealth Management
Virginia
$30.4M +$76.5K +773 +0.3%
HWA
303
Heartwood Wealth Advisors
Virginia
$30.3M +$518K +5,238 +2%
WIM
304
WealthPlan Investment Management
Nebraska
$30.3M +$7.35M +74,304 +32%
FMC
305
First Merchants Corp
Indiana
$30.2M -$1.21M -12,185 -4%
FFS
306
Founders Financial Securities
Maryland
$29.9M +$1.24M +12,560 +4%
BWCS
307
Beirne Wealth Consulting Services
Connecticut
$29.8M -$12.4M -125,221 -29%
CFP
308
Catalyst Financial Partners
Massachusetts
$29.5M +$2.35M +23,737 +9%
MAM
309
Markin Asset Management
New York
$28.8M -$345K -3,487 -1%
FWP
310
Forefront Wealth Partners
Texas
$28.7M +$5.24M +52,911 +22%
HW
311
Hancock Whitney
Mississippi
$28.6M +$1.67M +16,868 +6%
FD
312
Financial Designs
California
$28.5M +$1.51M +15,298 +6%
HCM
313
Hudson Capital Management
New Jersey
$28.1M +$841K +8,502 +3%
HI
314
Horizon Investments
North Carolina
$28M -$24.2M -244,672 -46%
WB
315
Webster Bank
Connecticut
$27.9M +$2.25M +22,738 +9%
GBI
316
GP Brinson Investments
Illinois
$27.8M – – –
BOH
317
Bank of Hawaii
Hawaii
$27.8M +$1.33M +13,465 +5%
RFC
318
Regions Financial Corp
Alabama
$27.7M +$721K +7,283 +3%
TBC
319
Ted Buchan & Co
California
$27.5M +$592K +5,986 +2%
FFA
320
Farther Finance Advisors
California
$27.4M +$757K +7,647 +3%
LMGAM
321
Liberty Mutual Group Asset Management
Massachusetts
$27.2M +$27.2M +275,000 New
QCM
322
Quantinno Capital Management
New York
$27.1M +$24.2M +244,481 +846%
CGFA
323
Colton Groome Financial Advisors
North Carolina
$26.8M +$316K +3,189 +1%
FCIM
324
Fairview Capital Investment Management
California
$26.4M -$1.52M -15,349 -5%
AL
325
Aspiriant LLC
California
$26.1M +$3.91M +39,495 +18%
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