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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
401
Sigma Planning Corp
Michigan
$17M +$192K +1,914 +1%
WT
402
Washington Trust
Rhode Island
$17M +$318K +3,171 +2%
AWMG
403
Alliance Wealth Management Group
New Jersey
$16.9M +$2.73M +27,241 +19%
FPGK
404
Financial Partners Group (Kansas)
Kansas
$16.9M -$167K -1,662 -1%
WB
405
Webster Bank
Connecticut
$16.9M +$414K +4,122 +3%
OHWP
406
Oak Harbor Wealth Partners
North Carolina
$16.9M -$848K -8,450 -5%
SFA
407
Sequoia Financial Advisors
Ohio
$16.8M +$1.18M +11,800 +8%
GCM
408
Genus Capital Management
British Columbia, Canada
$16.7M +$24.1K +240 +0.1%
LAM
409
Lifestyle Asset Management
Texas
$16.6M +$4.57M +45,513 +38%
FA
410
Fiducient Advisors
Illinois
$16.6M +$647K +6,445 +4%
LGWM
411
Litman Gregory Wealth Management
California
$16.5M +$15.1M +150,969 +1,034%
PCA
412
Peddock Capital Advisors
Massachusetts
$16.5M +$2.83M +28,252 +21%
CWM
413
Calamos Wealth Management
Illinois
$16.5M +$1.71M +17,035 +12%
BMCM
414
Bryn Mawr Capital Management
Pennsylvania
$16.5M +$9.35M +93,144 +130%
WANY
415
Wealthspire Advisors (New York)
New York
$16.4M -$20.3M -201,921 -55%
CPO
416
Cerity Partners OCIO
New York
$16.3M +$6.08M +60,633 +59%
TFCP
417
Twin Focus Capital Partners
Massachusetts
$16M +$2.38M +23,742 +17%
PFT
418
Providence First Trust
Arizona
$15.8M +$1.3M +12,997 +9%
GHA
419
Granite Harbor Advisors
Texas
$15.8M +$1.07M +10,659 +7%
DWM
420
Dakota Wealth Management
Florida
$15.8M -$25.6M -255,124 -62%
BCWM
421
Bartlett & Co Wealth Management
Ohio
$15.5M -$412K -4,103 -3%
GC
422
Grimes & Company
Massachusetts
$15.4M -$3.89M -38,779 -20%
DWS
423
Discipline Wealth Solutions
South Carolina
$15.4M +$12.8M +127,677 +481%
EL
424
ES4 LLC
California
$15.3M +$15.4M +153,671 New
RWPA
425
Richard W. Paul & Associates
Michigan
$15.3M +$2.65M +26,419 +21%
15 16
17
18 19