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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$6.61M -$2.24M -23,196 -25%
MPW
502
MGO Private Wealth
California
$6.57M -$3.87M -40,006 -37%
CW
503
Connectus Wealth
Ohio
$6.5M +$489K +5,052 +8%
PP
504
Prudential plc
United Kingdom
$6.48M -$22.2M -229,994 -77%
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$6.46M -$3.02M -31,216 -32%
JHCP
506
Jackson Hole Capital Partners
Oklahoma
$6.45M +$414K +4,279 +7%
PWPCM
507
Perella Weinberg Partners Capital Management
New York
$6.44M – – –
EFM
508
Eley Financial Management
Vermont
$6.43M +$6.41M +66,259 New
LL
509
LWMG LLC
Minnesota
$6.41M +$6.4M +66,127 New
LAM
510
Lifestyle Asset Management
Texas
$6.39M +$6.37M +65,894 New
BWAM
511
Boyd Watterson Asset Management
Ohio
$6.36M -$5.66M -58,505 -47%
AL
512
Aspiriant LLC
California
$6.31M -$5.08M -52,499 -45%
NCM
513
New Capital Management
Texas
$6.3M +$290K +2,995 +5%
LP
514
LGL Partners
Pennsylvania
$6.2M +$6.19M +63,960 New
OIA
515
OneDigital Investment Advisors
Kansas
$6.17M -$1.18M -12,200 -16%
MBTD
516
Mechanics Bank - Trust Department
California
$6.17M -$910K -9,411 -13%
OFS
517
Oldfather Financial Services
Nebraska
$6.17M -$309K -3,195 -5%
GAM
518
Gemmer Asset Management
California
$6.13M +$1.19M +12,321 +24%
MGIA
519
Moneta Group Investment Advisors
Missouri
$6.1M -$833K -8,615 -12%
WAMC
520
Western Asset Management Company
California
$6.09M +$5.34M +55,252 +729%
FFA
521
First Foundation Advisors
California
$6.09M -$2.31M -23,837 -28%
ACP
522
Aveo Capital Partners
Colorado
$6.07M -$7.96M -82,347 -57%
BF
523
Blankinship & Foster
California
$6.05M +$2.84M +29,351 +89%
CFP
524
Catalyst Financial Partners
Massachusetts
$6.03M +$6.02M +62,217 New
SIA
525
Sovereign Investment Advisors
Arizona
$6.03M +$53.9K +557 +0.9%
19 20
21
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