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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GBI
301
GP Brinson Investments
Illinois
$28M – – –
GFWA
302
Grey Fox Wealth Advisors
Delaware
$27.8M -$412K -4,101 -1%
OCM
303
One Capital Management
California
$27.7M +$23.5M +234,588 +553%
FFS
304
Founders Financial Securities
Maryland
$27.6M +$4.92M +49,064 +22%
TWM
305
Tanager Wealth Management
United Kingdom
$27.5M +$805K +8,027 +3%
PFA
306
Pure Financial Advisors
California
$27.3M +$1.94M +19,366 +8%
FD
307
Financial Designs
California
$27.2M +$2.31M +23,060 +9%
AFG
308
Atomi Financial Group
New York
$27.1M +$253K +2,524 +0.9%
CWMK
309
Caliber Wealth Management (Kansas)
Kansas
$27M +$521K +5,192 +2%
HCM
310
Hudson Capital Management
New Jersey
$26.6M +$458K +4,567 +2%
RFC
311
Regions Financial Corp
Alabama
$26.5M +$424K +4,228 +2%
HWA
312
Heartwood Wealth Advisors
Virginia
$26.5M +$518K +5,159 +2%
TCM
313
TD Capital Management
Tennessee
$26.4M -$312K -3,111 -1%
COI
314
Connable Office Inc
Michigan
$26.3M -$12.9M -128,984 -33%
GSWM
315
Golden State Wealth Management
California
$26.3M +$392K +3,911 +2%
MTC
316
Matrix Trust Company
Colorado
$26.3M +$254K +2,531 +1%
SP
317
Sequent Planning
Nebraska
$26.2M +$3.46M +34,462 +15%
PA
318
Parallel Advisors
California
$26.1M +$624K +6,223 +2%
BCG
319
BayBridge Capital Group
California
$26.1M +$961K +9,575 +4%
TCBWMS
320
Texas Capital Bank Wealth Management Services
Texas
$26M +$8.7M +86,658 +50%
EFM
321
Eley Financial Management
Vermont
$26M +$687K +6,847 +3%
JJBC
322
James J. Burns & Company
New York
$25.5M +$8.33M +83,018 +48%
MA
323
Mutual Advisors
Nebraska
$25.3M +$14M +139,034 +121%
GGS
324
Galvin Gaustad & Stein
Arizona
$25.3M +$445K +4,430 +2%
MSFS
325
Main Street Financial Solutions
Pennsylvania
$25.1M +$1.87M +18,685 +8%
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