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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
401
Evensky & Katz
Florida
$8.69M +$1M +9,131 +13%
BPC
402
Banque Pictet & Cie
Switzerland
$8.63M -$3.6M -32,680 -29%
FAIM
403
Financial Advocates Investment Management
Washington
$8.62M +$559K +5,083 +7%
BCP
404
Blue Chip Partners
Michigan
$8.59M +$6.3M +57,228 +249%
SB
405
Sunflower Bank
Texas
$8.58M -$1.46M -13,231 -14%
EIA
406
Eldridge Investment Advisors
New Hampshire
$8.53M +$518K +4,703 +6%
9WM
407
9258 Wealth Management
Ohio
$8.53M +$148K +1,341 +2%
OPS
408
Orion Portfolio Solutions
Nebraska
$8.52M -$687K -6,243 -7%
AIM
409
Allen Investment Management
New York
$8.43M – – –
PFA
410
Pure Financial Advisors
California
$8.39M +$2.59M +23,574 +43%
SXL
411
Summit X LLC
Missouri
$8.32M -$94.9K -862 -1%
AWM
412
Apollon Wealth Management
South Carolina
$8.28M +$1.85M +16,818 +28%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$8.23M +$8.32M +75,572 +5,809%
CCT
414
Capital City Trust
Florida
$8.21M – – –
M&T Bank
415
M&T Bank
New York
$8.21M -$776K -7,054 -8%
WA
416
Waverly Advisors
Alabama
$8.16M +$189K +1,713 +2%
SAM
417
Sompo Asset Management
Japan
$8.09M -$489K -4,442 -6%
HNB
418
Huntington National Bank
Ohio
$8.04M – – –
FA
419
Fermata Advisors
California
$7.96M +$63.9K +581 +0.8%
SFG
420
Summit Financial Group
West Virginia
$7.82M -$117K -1,062 -1%
SAI
421
Systematic Alpha Investments
New Jersey
$7.71M – – –
SFA
422
Source Financial Advisors
New York
$7.69M -$204K -1,854 -3%
T. Rowe Price Associates
423
T. Rowe Price Associates
Maryland
$7.53M +$5.38M +48,928 +229%
TFA
424
Tobias Financial Advisors
Florida
$7.5M +$7.7M +69,996 New
RPWA
425
Regent Peak Wealth Advisors
Georgia
$7.44M -$4.26M -38,673 -36%
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