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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
426
Catalyst Financial Partners
Massachusetts
$8.49M +$2.27M +22,963 +37%
BAM
427
Baldrige Asset Management
Pennsylvania
$8.49M +$883K +8,934 +12%
OHWP
428
Oak Harbor Wealth Partners
North Carolina
$8.46M +$3.37M +34,145 +67%
ECM
429
Exchange Capital Management
Michigan
$8.42M +$1.42M +14,331 +20%
AWA
430
Aquire Wealth Advisors
Utah
$8.42M +$1.11M +11,206 +15%
FPCG
431
Forum Private Client Group
Indiana
$8.41M +$144K +1,462 +2%
SB
432
Simmons Bank
Arkansas
$8.39M -$404K -4,092 -5%
PAMG
433
Patton Albertson Miller Group
Tennessee
$8.36M -$4.52M -45,720 -35%
FFA
434
First Foundation Advisors
California
$8.31M +$2.04M +20,609 +33%
GWA
435
GGM Wealth Advisors
Maryland
$8.31M +$2.85M +28,808 +53%
FSA
436
Financial Sense Advisors
California
$8.25M -$1.04M -10,512 -11%
APP
437
Avantax Planning Partners
Iowa
$8.25M +$109K +1,100 +1%
RA
438
RFG Advisory
Alabama
$8.13M -$3.57M -36,150 -31%
OFG
439
Omega Financial Group
California
$8.12M +$474K +4,799 +6%
SAM
440
Sompo Asset Management
Japan
$8.11M +$5.19M +52,565 +182%
TCBWMS
441
Texas Capital Bank Wealth Management Services
Texas
$8.11M +$514K +5,203 +7%
TFO
442
Tarbox Family Office
California
$8.08M +$8.01M +81,092 New
HTC
443
Haverford Trust Company
Pennsylvania
$8.07M -$4.94K -50 -0.1%
CCT
444
Chemung Canal Trust
New York
$8.05M -$784K -7,935 -9%
GHA
445
Granite Harbor Advisors
Texas
$7.96M +$197K +1,997 +3%
SC
446
Slow Capital
California
$7.91M +$7.85M +79,399 New
LL
447
LWMG LLC
Minnesota
$7.9M +$1.3M +13,146 +20%
GDP
448
Great Diamond Partners
Maine
$7.84M -$58.1K -588 -0.7%
HNB
449
Huntington National Bank
Ohio
$7.83M – – –
ACA
450
Affinity Capital Advisors
California
$7.82M -$1.33M -13,460 -15%
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