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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
501
Oak Harbor Wealth Partners
North Carolina
$5.03M +$507K +5,018 +11%
HKIM
502
Hayek Kallen Investment Management
Alabama
$4.99M -$671K -6,632 -11%
SXL
503
Summit X LLC
Missouri
$4.91M -$2.19M -21,696 -30%
GAM
504
Gemmer Asset Management
California
$4.91M +$491K +4,852 +11%
NRI
505
NFP Retirement Inc
California
$4.9M +$4.31M +42,579 +515%
BWA
506
BlueSky Wealth Advisors
North Carolina
$4.89M -$1.82M -17,961 -26%
ML
507
McAdam LLC
Pennsylvania
$4.87M -$681K -6,737 -12%
MIAN
508
Mariner Independent Advisor Network
Kansas
$4.86M -$801K -7,916 -14%
WCM
509
Wunderlich Capital Managemnt
Tennessee
$4.81M +$99.5K +984 +2%
RCIM
510
Red Cedar Investment Management
Michigan
$4.8M +$14.6K +144 +0.3%
FAIM
511
Financial Advocates Investment Management
Washington
$4.78M -$2.19M -21,620 -30%
CM
512
Columbus Macro
Pennsylvania
$4.78M -$448K -4,426 -8%
ODIJL
513
One Day In July LLC
Vermont
$4.77M +$1.15M +11,332 +30%
CFGF
514
Compass Financial Group (Florida)
Florida
$4.76M +$7.18K +71 +0.1%
PGWM
515
Parisi Gray Wealth Management
New Jersey
$4.73M -$1.47M -14,537 -23%
PCWA
516
Pacific Capital Wealth Advisors
California
$4.73M -$158K -1,561 -3%
ATFA
517
All Terrain Financial Advisors
Minnesota
$4.71M -$162K -1,603 -3%
BA
518
Bellwether Advisors
Nebraska
$4.71M -$671K -6,638 -12%
SFS
519
Sowell Financial Services
Arkansas
$4.61M +$4.84M +47,824 New
UB
520
UMB Bank
Missouri
$4.59M -$284K -2,812 -6%
GWA
521
GGM Wealth Advisors
Maryland
$4.58M +$249K +2,465 +5%
OAM
522
Oppenheimer Asset Management
New York
$4.57M -$192K -1,902 -4%
TFCP
523
Twin Focus Capital Partners
Massachusetts
$4.55M -$101K -1,000 -2%
BDF
524
Balasa Dinverno & Foltz
$4.55M +$4.78M +47,222 New
RTC
525
Riverview Trust Company
Washington
$4.51M -$530K -5,244 -10%
19 20
21
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