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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
526
Laurel Wealth Advisors (California)
California
$1.82M +$1.79M +16,351 New
LFS
527
Lutz Financial Services
Nebraska
$1.82M +$50.7K +464 +3%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$2.93M -26,779 -62%
CCA
529
Cobblestone Capital Advisors
New York
$1.79M -$80.5K -736 -4%
DWM
530
Dakota Wealth Management
Florida
$1.79M +$162K +1,480 +10%
PI
531
PineBridge Investments
New York
$1.77M -$10.9K -100 -0.6%
FT
532
Fiduciary Trust
Massachusetts
$1.77M +$65.6K +600 +4%
BIAS
533
Beacon Investment Advisory Services
New Jersey
$1.77M -$876K -8,012 -34%
VSWA
534
Vontobel Swiss Wealth Advisors
Switzerland
$1.77M +$1.74M +15,900 New
VCA
535
Verdence Capital Advisors
Maryland
$1.77M +$1.74M +15,881 New
KA
536
Kovack Advisors
Florida
$1.75M +$108K +992 +7%
CWM
537
Confluence Wealth Management
Oregon
$1.74M +$52.8K +483 +3%
BRWA
538
B. Riley Wealth Advisors
Florida
$1.74M +$143K +1,305 +9%
TWM
539
Tolleson Wealth Management
Texas
$1.72M -$537K -4,913 -24%
HB
540
Homrich & Berg
Georgia
$1.72M -$132K -1,210 -7%
PAS
541
Partnervest Advisory Services
California
$1.69M +$735K +6,718 +79%
KWMG
542
King Wealth Management Group
Florida
$1.69M +$51.1K +467 +3%
VWA
543
V Wealth Advisors
Kansas
$1.69M +$516K +4,719 +45%
DC
544
Davenport & Co
Virginia
$1.68M +$1.3M +11,855 +368%
PAM
545
Peak Asset Management
Colorado
$1.67M -$172K -1,573 -10%
EW
546
Emerson Wealth
Michigan
$1.66M +$8.65M +79,112 +1,979%
NFP
547
Narus Financial Partners
Utah
$1.66M +$1.63M +14,866 New
NEPWA
548
New England Private Wealth Advisors
Massachusetts
$1.64M +$11.6K +106 +0.7%
EK
549
Evensky & Katz
Florida
$1.63M -$36.8K -337 -2%
SFG
550
SNS Financial Group
Minnesota
$1.63M -$11.5K -105 -0.7%
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