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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Chesapeake Wealth Management
Virginia
$16M -$35.6K -363 -0.2%
WT
402
Washington Trust
Rhode Island
$15.9M -$439K -4,481 -3%
OAM
403
Oppenheimer Asset Management
New York
$15.8M +$502K +5,119 +3%
DE
404
Diversified Enterprises
Delaware
$15.7M +$3.01M +30,693 +24%
WPW
405
Watershed Private Wealth
Illinois
$15.7M -$945K -9,641 -6%
HI
406
Harbour Investments
Wisconsin
$15.7M +$2.52M +25,725 +19%
VFPW
407
Vantage Financial Partners (Wisconsin)
Wisconsin
$15.7M -$5.95M -60,710 -28%
WB
408
Webster Bank
Connecticut
$15.6M +$308K +3,146 +2%
FA
409
Fiducient Advisors
Illinois
$15.3M +$724K +7,390 +5%
PFS
410
Prospera Financial Services
Texas
$15.1M +$93.4K +953 +0.6%
SCP
411
Silverleafe Capital Partners
Tennessee
$15M -$459K -4,685 -3%
CM
412
Cercano Management
Washington
$15M – – –
MWA
413
Motive Wealth Advisors
Michigan
$15M +$324K +3,304 +2%
PFT
414
Providence First Trust
Arizona
$15M -$195K -1,995 -1%
AWA
415
Aquire Wealth Advisors
Utah
$15M +$2.72M +27,709 +22%
SCA
416
Sandy Cove Advisors
Massachusetts
$14.9M +$115K +1,178 +0.8%
FTA
417
Financial & Tax Architects
Missouri
$14.8M -$399K -4,074 -3%
GWSG
418
GPS Wealth Strategies Group
Colorado
$14.8M -$219K -2,234 -1%
E3F
419
Eight 31 Financial
Texas
$14.8M -$1.17M -11,945 -7%
SFA
420
Sequoia Financial Advisors
Ohio
$14.7M -$1.17M -11,989 -8%
SFSG
421
Sound Financial Strategies Group
Mississippi
$14.6M -$611K -6,232 -4%
DCA
422
DSG Capital Advisors
Minnesota
$14.4M +$12M +122,653 +549%
TCCP
423
Tide Cove Capital Partners
California
$14.3M +$304K +3,100 +2%
BIG
424
Brooklyn Investment Group
New York
$14.2M +$13M +132,528 +1,304%
FCT
425
Family Capital Trust
Massachusetts
$14.1M +$167K +1,709 +1%
15 16
17
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