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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
A
401
AdvicePeriod
California
$8.6M +$544K +4,751 +7%
CWP
402
Corepath Wealth Partners
Arizona
$8.46M +$726K +6,333 +9%
SAI
403
Systematic Alpha Investments
New Jersey
$8.31M – – –
EIA
404
Eldridge Investment Advisors
New Hampshire
$8.07M +$50.3K +439 +0.6%
9WM
405
9258 Wealth Management
Ohio
$8.06M +$690K +6,026 +9%
BAM
406
Belpointe Asset Management
Nevada
$7.92M +$3.46M +30,190 +78%
COI
407
Connable Office Inc
Michigan
$7.91M +$108K +940 +1%
BA
408
Bellwether Advisors
Nebraska
$7.83M -$225K -1,962 -3%
PCA
409
Peddock Capital Advisors
Massachusetts
$7.75M +$186K +1,622 +2%
IA
410
IFP Advisors
Florida
$7.71M -$1.12M -9,800 -13%
YIA
411
YHB Investment Advisors
Connecticut
$7.68M -$2.88M -25,099 -27%
LSAG
412
Lake Street Advisors Group
New Hampshire
$7.67M +$37.8K +330 +0.5%
DAS
413
Dynamic Advisor Solutions
Arizona
$7.66M -$628K -5,481 -8%
PT
414
Plimoth Trust
Massachusetts
$7.63M +$69.3K +605 +0.9%
MAS
415
Madden Advisory Services
Florida
$7.59M +$1.26K +11 +0%
LMIM
416
Lockheed Martin Investment Management
Maryland
$7.5M – – –
BWG
417
Beta Wealth Group
California
$7.48M +$239K +2,088 +3%
HWMA
418
Heritage Wealth Management (Arizona)
Arizona
$7.46M +$4.59M +40,022 +163%
SIA
419
Sovereign Investment Advisors
Arizona
$7.31M +$30.5K +266 +0.4%
VWA
420
V Wealth Advisors
Kansas
$7.28M -$1.23M -10,697 -14%
WA
421
Waverly Advisors
Alabama
$7.27M -$1.06M -9,293 -13%
GC
422
Grimes & Company
Massachusetts
$7.26M -$1.83M -15,971 -20%
NL
423
NWAM LLC
Washington
$7.25M +$1.22M +10,664 +20%
LW
424
Linscomb Wealth
Texas
$7.21M +$544K +4,744 +8%
MGIA
425
Moneta Group Investment Advisors
Missouri
$7.15M +$670K +5,851 +10%
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17
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