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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
Winfield Associates
Ohio
$6.21M +$797K +7,074 +15%
WP
377
WealthSource Partners
California
$6.17M +$2.39M +21,200 +63%
RWP
378
RWA Wealth Partners
Massachusetts
$6.11M -$6.11M -54,237 -50%
BCM
379
Brookstone Capital Management
Illinois
$6.09M -$1.14M -10,113 -16%
TFA
380
Tobias Financial Advisors
Florida
$6.08M +$6.1M +54,149 New
TCM
381
Twin Capital Management
Pennsylvania
$6.05M -$261K -2,320 -4%
WA
382
Wilshire Advisors
California
$6.05M -$261K -2,320 -4%
LW
383
Linscomb Wealth
Texas
$5.99M +$950K +8,426 +19%
ACI
384
Alpha Cubed Investments
California
$5.93M +$272K +2,418 +5%
MC
385
Minot Capital
Colorado
$5.92M – – –
SFS
386
Sowell Financial Services
Arkansas
$5.92M -$3.59M -31,889 -38%
FMW
387
Farr Miller & Washington
District of Columbia
$5.91M +$104K +927 +2%
FCT
388
Family Capital Trust
Massachusetts
$5.9M -$33K -293 -0.6%
AL
389
Aspiriant LLC
California
$5.86M +$846K +7,511 +17%
PCMC
390
Paragon Capital Management (Colorado)
Colorado
$5.84M +$198K +1,761 +4%
RMC
391
Regis Management Company
California
$5.75M – – –
BBA
392
BLB&B Advisors
Pennsylvania
$5.74M +$267K +2,368 +5%
DWM
393
Doyle Wealth Management
Florida
$5.71M +$5.08M +45,062 +781%
KPWG
394
KFA Private Wealth Group
Virginia
$5.71M +$5.72M +50,787 New
PC
395
Premise Capital
Illinois
$5.69M -$700K -6,213 -9%
DWM
396
Darwin Wealth Management
Florida
$5.67M +$222K +1,967 +4%
PFT
397
Providence First Trust
Arizona
$5.66M +$138K +1,229 +2%
GIA
398
Gladstone Institutional Advisory
Florida
$5.59M +$784K +6,955 +16%
PCA
399
Peddock Capital Advisors
Massachusetts
$5.58M +$490K +4,350 +10%
TCBWMS
400
Texas Capital Bank Wealth Management Services
Texas
$5.51M +$5.52M +49,021 New
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