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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
476
Easterly Investment Partners
Massachusetts
$13.1M – – –
HWM
477
HB Wealth Management
Georgia
$13.1M +$290K +2,891 +2%
IWM
478
IHT Wealth Management
Illinois
$13.1M +$1.34M +13,305 +11%
ODIJL
479
One Day In July LLC
Vermont
$13M +$1.35M +13,503 +12%
SC
480
Slow Capital
California
$13M +$2.5M +24,945 +24%
SFAM
481
Sawyer Falduto Asset Management
Illinois
$12.9M +$12.9M +128,849 New
CBT
482
Central Bank & Trust
Kentucky
$12.9M +$797K +7,938 +7%
TA
483
TruWealth Advisors
Louisiana
$12.7M +$670K +6,673 +6%
WWA
484
WCG Wealth Advisors
Nevada
$12.6M +$5.75M +57,326 +83%
AIA
485
Accelerate Investment Advisors
California
$12.6M +$156K +1,552 +1%
EWA
486
Exencial Wealth Advisors
Oklahoma
$12.5M +$1.34M +13,305 +12%
CCWA
487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.5M -$421K -4,196 -3%
MCC
488
Money Concepts Capital
Florida
$12.5M -$2.31M -22,979 -16%
WFS
489
Walker Financial Services
Kentucky
$12.4M -$3.3M -32,897 -21%
HNW
490
High Note Wealth
Minnesota
$12.3M +$841K +8,377 +7%
MSWM
491
McGlone Suttner Wealth Management
Wisconsin
$12.2M +$558K +5,563 +5%
FFP
492
Frisco Financial Planning
Texas
$12.2M +$173K +1,720 +1%
TAM
493
TCP Asset Management
Ohio
$12M +$741K +7,388 +7%
LIA
494
LifePlan Investment Advisors
North Carolina
$12M +$425K +4,235 +4%
HIA
495
HTG Investment Advisors
Connecticut
$12M +$504K +5,018 +4%
LFS
496
Lighthouse Financial Services
California
$12M +$12M +119,925 New
LWP
497
LMG Wealth Partners
Louisiana
$12M +$30.8K +307 +0.3%
RIM
498
Rakuten Investment Management
Japan
$11.9M – – –
IC
499
IEQ Capital
California
$11.9M +$7.29M +72,617 +156%
CCA
500
Catalyst Capital Advisors
New York
$11.8M -$345K -3,443 -3%
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