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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
351
Sowell Financial Services
Arkansas
$20.3M -$316K -3,225 -2%
IWC
352
Integrated Wealth Concepts
Massachusetts
$20.3M -$375K -3,823 -2%
TBC
353
Ted Buchan & Co
California
$19.9M +$780K +7,961 +4%
SWP
354
Summit Wealth Partners
Florida
$19.9M -$3.36M -34,332 -15%
GC
355
Garde Capital
Washington
$19.8M -$524K -5,350 -3%
BA
356
Ballast Advisors
Minnesota
$19.6M +$651K +6,646 +3%
MWM
357
Modera Wealth Management
New Jersey
$19.4M -$581K -5,928 -3%
SFA
358
Souders Financial Advisors
Ohio
$19.4M +$188K +1,923 +1%
RW
359
Regimen Wealth
Georgia
$19.3M +$720K +7,347 +4%
FIM
360
Freedom Investment Management
Connecticut
$19.1M +$18.2K +186 +0.1%
SAW
361
Signal Advisors Wealth
Michigan
$19.1M -$4.84M -49,361 -20%
PIMG
362
Patriot Investment Management Group
Tennessee
$19.1M -$120K -1,221 -0.6%
FWM
363
Foguth Wealth Management
Michigan
$19.1M -$4.79M -48,846 -20%
EPM
364
Elm Partners Management
Pennsylvania
$18.8M -$5.21M -53,208 -22%
TIA
365
Tiemann Investment Advisors
California
$18.6M +$1.36M +13,882 +8%
LFAS
366
Level Four Advisory Services
Texas
$18.6M -$4.02M -41,018 -18%
KFG
367
Kelly Financial Group
Connecticut
$18.4M +$1.01M +10,283 +6%
FEG
368
Fund Evaluation Group
Ohio
$18.4M -$2.51M -25,634 -12%
NAM
369
NorthCrest Asset Manangement
Minnesota
$18.4M +$160K +1,628 +0.9%
AWS
370
Atria Wealth Solutions
New York
$18.2M -$9.15M -93,403 -34%
AI
371
Atria Investments
North Carolina
$18.2M +$9.24M +94,332 +106%
IA
372
Integrity Alliance
Iowa
$18.1M -$9.18M -93,673 -34%
GC
373
Grimes & Company
Massachusetts
$18.1M +$4.81M +49,045 +37%
TCBWMS
374
Texas Capital Bank Wealth Management Services
Texas
$18M +$1.62M +16,581 +10%
SCM
375
Sheridan Capital Management
California
$18M +$36.7K +375 +0.2%
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15
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