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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
401
High Net Worth Advisory Group
Florida
$8.93M -$12.5K -122 -0.1%
MSA
402
Mason Street Advisors
Wisconsin
$8.73M -$14.2M -138,500 -62%
ECM
403
Exchange Capital Management
Michigan
$8.68M -$386K -3,757 -4%
BC
404
Burleson & Co
California
$8.64M -$469K -4,566 -5%
OPW
405
Oxler Private Wealth
New York
$8.62M +$8.72M +84,815 New
TC
406
TownSquare Capital
Utah
$8.61M +$7.97M +77,608 +1,094%
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$8.5M +$3.36M +32,662 +64%
LGWM
408
Litman Gregory Wealth Management
California
$8.33M -$520K -5,065 -6%
JWCA
409
J.W. Cole Advisors
Florida
$8.26M -$846K -8,237 -9%
SQA
410
Simon Quick Advisors
New Jersey
$8.09M +$8.07M +78,553 +33,145%
FTS
411
Fifth Third Securities
Ohio
$8.09M +$8.17M +79,539 New
AIA
412
Arbor Investment Advisors
North Carolina
$8.05M -$218K -2,126 -3%
AFP
413
Ausdal Financial Partners
Iowa
$8.02M -$596K -5,803 -7%
EK
414
Evensky & Katz
Florida
$7.95M -$298K -2,899 -4%
AWM
415
Apollon Wealth Management
South Carolina
$7.94M +$75.9K +739 +1%
SS
416
Simplicity Solutions
Minnesota
$7.91M +$4.87M +47,396 +156%
PS
417
Portfolio Solutions
Michigan
$7.8M +$7.88M +76,725 New
BPC
418
Banque Pictet & Cie
Switzerland
$7.8M -$396K -3,850 -5%
HNB
419
Huntington National Bank
Ohio
$7.7M – – –
AAS
420
Annex Advisory Services
Wisconsin
$7.59M +$7.67M +74,628 New
KPWS
421
Kestra Private Wealth Services
Texas
$7.51M +$1.55M +15,085 +26%
PCA
422
Peddock Capital Advisors
Massachusetts
$7.44M +$407K +3,956 +6%
GWMIA
423
Global Wealth Management Investment Advisory
Florida
$7.42M -$906K -8,816 -11%
SXL
424
Summit X LLC
Missouri
$7.4M -$512K -4,986 -6%
MBTD
425
Mechanics Bank - Trust Department
California
$7.39M -$1.12M -10,863 -13%
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