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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
526
Forvis Mazars Wealth Advisors
Missouri
$4.49M -$3.75M -37,060 -44%
LWAC
527
Laurel Wealth Advisors (California)
California
$4.46M -$202K -1,996 -4%
RHP
528
Royal Harbor Partners
Texas
$4.44M +$4.66M +46,125 New
BBW
529
Blue Barn Wealth
Utah
$4.44M +$148K +1,460 +3%
LGWM
530
Litman Gregory Wealth Management
California
$4.42M -$3.65M -36,092 -44%
VWA
531
V Wealth Advisors
Kansas
$4.41M +$1.65M +16,280 +55%
MCM
532
Maryland Capital Management
Maryland
$4.32M -$847K -8,371 -16%
DWM
533
Dakota Wealth Management
Florida
$4.3M +$826K +8,167 +22%
EWA
534
Exencial Wealth Advisors
Oklahoma
$4.17M -$6.78K -67 -0.2%
NCG
535
Newport Capital Group
New Jersey
$4.17M +$1.79M +17,704 +73%
SSW
536
Smith Shellnut Wilson
Mississippi
$4.15M -$4.42M -43,664 Closed
AA
537
Alesco Advisors
New York
$4.13M -$897K -8,873 -17%
1SB
538
1ST Source Bank
Indiana
$4.12M -$10.4K -103 -0.2%
SC
539
Stephens Consulting
Michigan
$4.08M +$3.91M +38,635 +1,047%
SS
540
Simplicity Solutions
Minnesota
$4.07M -$3.59M -35,488 -46%
SAM
541
Silverhawk Asset Management
Arizona
$4M -$367K -3,628 -8%
GBI
542
GP Brinson Investments
Illinois
$4M +$4.2M +41,500 New
NW
543
NewEdge Wealth
Pennsylvania
$3.98M +$678K +6,707 +19%
HWA
544
Hillcrest Wealth Advisors
New Jersey
$3.98M – – –
WC
545
Weil Company
California
$3.97M -$2.25M -22,256 -35%
SIAM
546
Sterling Investment Advisors (Missouri)
Missouri
$3.96M +$178K +1,759 +4%
AAP
547
Arax Advisory Partners
Colorado
$3.96M +$3.26M +32,256 +366%
ST
548
Smithfield Trust
Pennsylvania
$3.91M +$3.76M +37,191 +1,089%
MWM
549
Mission Wealth Management
California
$3.9M -$465K -4,599 -10%
FAM
550
Frontier Asset Management
Wyoming
$3.9M -$2.31M -22,812 -36%
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