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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
376
Tiemann Investment Advisors
California
$14.3M +$1.63M +16,669 +13%
PFS
377
Prospera Financial Services
Texas
$14.2M +$386K +3,948 +3%
PFA
378
Pure Financial Advisors
California
$14.2M +$1.22M +12,427 +9%
GA
379
Greenspring Advisors
Maryland
$14.2M +$3.56M +36,407 +34%
MW
380
Marcum Wealth
Ohio
$14.1M +$2.94M +30,068 +26%
SFS
381
Sowell Financial Services
Arkansas
$14.1M -$198K -2,020 -1%
CPW
382
Crestmont Private Wealth
Texas
$14M -$1.14M -11,605 -7%
PIMG
383
Patriot Investment Management Group
Tennessee
$13.9M +$2.94M +29,989 +27%
WB
384
Webster Bank
Connecticut
$13.9M +$953K +9,739 +7%
CWA
385
Continuum Wealth Advisors
New York
$13.9M +$1.85M +18,939 +15%
WIA
386
Wetzel Investment Advisors
Indiana
$13.8M +$113K +1,153 +0.8%
AWM
387
Ameliora Wealth Management
Switzerland
$13.7M +$1.46M +14,874 +12%
MWM
388
Modera Wealth Management
New Jersey
$13.5M +$916K +9,363 +7%
TOTSC
389
Trustees of the Smith College
Massachusetts
$13.5M -$3.3M -33,758 -20%
RHP
390
Royal Harbor Partners
Texas
$13.5M +$186K +1,905 +1%
GFG
391
Greystone Financial Group
Michigan
$13.4M -$9.42M -96,247 -41%
TWM
392
Tanager Wealth Management
United Kingdom
$13.4M -$303K -3,094 -2%
IFA
393
Interactive Financial Advisors
Illinois
$13.4M +$13.2M +134,998 +9,072%
GCA
394
Greenwood Capital Associates
South Carolina
$13.2M +$347K +3,549 +3%
CWM
395
Chesapeake Wealth Management
Virginia
$13.2M +$877K +8,957 +7%
OWA
396
Octavia Wealth Advisors
Ohio
$13.1M +$11.7M +119,950 +849%
APP
397
Avantax Planning Partners
Iowa
$13M -$639K -6,530 -5%
AF
398
Advisornet Financial
Minnesota
$13M +$2.22M +22,639 +21%
PFT
399
Providence First Trust
Arizona
$12.9M +$2.92M +29,856 +29%
EIP
400
Easterly Investment Partners
Massachusetts
$12.9M +$489K +4,999 +4%
14 15
16
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