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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
501
Pacific Capital Wealth Advisors
California
$5.15M -$12.4K -121 -0.2%
ATFA
502
All Terrain Financial Advisors
Minnesota
$5.13M -$336K -3,265 -6%
UB
503
UMB Bank
Missouri
$5.13M +$2.45M +23,805 +89%
MWM
504
Modera Wealth Management
New Jersey
$5.13M -$672K -6,542 -11%
FFP
505
Forbes Financial Planning
Rhode Island
$5.08M +$5.13M +49,875 New
OC
506
Oppenheimer & Co
New York
$5.08M +$1.4M +13,616 +37%
RCIM
507
Red Cedar Investment Management
Michigan
$5.06M +$74K +720 +1%
OAM
508
Oppenheimer Asset Management
New York
$5.02M -$27.3K -266 -0.5%
CFGF
509
Compass Financial Group (Florida)
Florida
$5.01M +$121K +1,176 +2%
CCP
510
Corient Capital Partners
California
$4.97M +$672K +6,541 +15%
WCM
511
Wunderlich Capital Managemnt
Tennessee
$4.97M -$41.1K -400 -0.8%
JHCP
512
Jackson Hole Capital Partners
Oklahoma
$4.97M +$78.7K +766 +2%
ATPW
513
Ashton Thomas Private Wealth
Arizona
$4.93M +$768K +7,473 +18%
LWAC
514
Laurel Wealth Advisors (California)
California
$4.91M -$385K -3,746 -7%
TFCP
515
Twin Focus Capital Partners
Massachusetts
$4.91M +$1.27M +12,351 +34%
WFA
516
Wipfli Financial Advisors
Wisconsin
$4.9M -$13.2K -128 -0.3%
CL
517
CPWM LLC
Washington
$4.89M -$3.96M -38,525 -44%
PIMG
518
Patriot Investment Management Group
Tennessee
$4.82M +$511K +4,975 +12%
CAM
519
Cresset Asset Management
Illinois
$4.81M +$2.04M +19,838 +72%
OHWP
520
Oak Harbor Wealth Partners
North Carolina
$4.8M +$490K +4,772 +11%
GFG
521
Greystone Financial Group
Michigan
$4.79M -$1.47M -14,297 -23%
BFM
522
Boston Financial Management
Massachusetts
$4.78M +$1.47M +14,299 +44%
WWP
523
Waypoint Wealth Partners
California
$4.75M +$1.4M +13,595 +41%
AF
524
Advisornet Financial
Minnesota
$4.7M +$413K +4,023 +10%
TC
525
Telemus Capital
Michigan
$4.7M +$1.04M +10,120 +28%
19 20
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