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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
351
Mutual Advisors
Nebraska
$15.3M -$1.33M -13,973 -8%
CGFA
352
Colton Groome Financial Advisors
North Carolina
$15.2M +$1.26M +13,206 +9%
9WM
353
9258 Wealth Management
Ohio
$15.2M +$607K +6,379 +4%
EWA
354
Exencial Wealth Advisors
Oklahoma
$15.2M -$2.63M -27,589 -15%
SC
355
Syon Capital
California
$14.9M -$70.2M -737,751 -83%
ACM
356
Agincourt Capital Management
Virginia
$14.8M +$319K +3,350 +2%
VCA
357
Verdence Capital Advisors
Maryland
$14.7M +$566K +5,952 +4%
CWM
358
Calamos Wealth Management
Illinois
$14.7M -$5.58M -58,686 -28%
ICMARC
359
International City Management Association Retirement Corp
District of Columbia
$14.6M -$10.2M -106,950 -42%
CIA
360
Concurrent Investment Advisors
Florida
$14.5M +$13.9M +146,562 New
SFS
361
Sowell Financial Services
Arkansas
$14.5M -$885K -9,295 -6%
WI
362
WrapManager Inc
California
$14.3M -$1.24M -13,006 -8%
WIA
363
Wetzel Investment Advisors
Indiana
$14.3M +$13.7M +143,744 New
AWM
364
Aprio Wealth Management
Georgia
$14.1M +$614K +6,452 +5%
LBC
365
Lowe Brockenbrough & Co
Virginia
$14M +$8M +84,087 +147%
PFS
366
Prospera Financial Services
Texas
$14M -$4.48M -47,083 -25%
BWM
367
Boyd Wealth Management
California
$14M +$763K +8,017 +6%
FFA
368
First Foundation Advisors
California
$13.9M +$379K +3,986 +3%
ISWM
369
Independent Solutions Wealth Management
New York
$13.9M -$388K -4,077 -3%
TWM
370
Tanager Wealth Management
United Kingdom
$13.9M -$5.01M -52,605 -27%
APP
371
Avantax Planning Partners
Iowa
$13.8M +$7.31M +76,767 +122%
DT
372
Diversified Trust
Tennessee
$13.6M +$817K +8,587 +7%
FTS
373
Fifth Third Securities
Ohio
$13.6M -$2.2M -23,083 -14%
FIA
374
Foundations Investment Advisors
Arizona
$13.6M +$12M +125,770 +1,174%
FCIM
375
Fairview Capital Investment Management
California
$13.5M -$643K -6,755 -5%
13 14
15
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