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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
501
One Capital Management
California
$4.9M -$26.2K -226 -0.5%
TFCP
502
Twin Focus Capital Partners
Massachusetts
$4.89M +$272K +2,351 +6%
MSAGDF
503
Moneda SA Administradora General de Fondos
Chile
$4.82M -$1.22M -10,527 -20%
JWS
504
Juncture Wealth Strategies
Arizona
$4.82M +$823K +7,107 +20%
MCG
505
MACRO Consulting Group
New Jersey
$4.82M -$361K -3,119 -7%
CAGAS
506
Capital Advisory Group Advisory Services
Minnesota
$4.81M -$331K -2,856 -6%
ST
507
Smithfield Trust
Pennsylvania
$4.8M -$1.39M -11,965 -22%
C
508
Clearshares
New York
$4.79M +$4.88M +42,126 New
LOPW
509
Live Oak Private Wealth
North Carolina
$4.78M -$640K -5,523 -12%
LWP
510
Lumature Wealth Partners
Georgia
$4.77M +$2.01M +17,388 +71%
PIMG
511
Patriot Investment Management Group
Tennessee
$4.77M +$414K +3,575 +9%
SAMC
512
Spectrum Asset Management (California)
California
$4.72M -$1.84M -15,896 -28%
RWRC
513
R.W. Roge & Company
New York
$4.68M +$19.5K +168 +0.4%
OFG
514
Omega Financial Group
California
$4.67M +$450K +3,887 +10%
NCM
515
New Capital Management
Texas
$4.66M +$929K +8,027 +24%
BFA
516
Beaumont Financial Advisors
Massachusetts
$4.66M +$1.52M +13,101 +47%
LFS
517
Lutz Financial Services
Nebraska
$4.64M +$3.14M +27,156 +199%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$4.63M +$223K +1,930 +5%
WP
519
Waycross Partners
Kentucky
$4.6M +$934K +8,068 +25%
WP
520
WealthSource Partners
California
$4.6M -$218K -1,879 -4%
DC
521
Davenport & Co
Virginia
$4.59M -$77K -665 -2%
CAM
522
Cresset Asset Management
Illinois
$4.58M -$504K -4,351 -10%
BAM
523
Baldrige Asset Management
Pennsylvania
$4.51M +$433K +3,739 +10%
AWM
524
Apollon Wealth Management
South Carolina
$4.51M +$2.43M +21,002 +113%
GVAG
525
Great Valley Advisor Group
Delaware
$4.48M -$999K -8,624 -18%
19 20
21
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