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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
526
Farther Finance Advisors
California
$5.81M +$2.71M +27,471 +89%
UW
527
Unique Wealth
Florida
$5.8M +$2.13M +21,525 +59%
EFG
528
Erickson Financial Group
Pennsylvania
$5.77M +$43.6K +441 +0.8%
LW
529
Linscomb Wealth
Texas
$5.75M +$136K +1,375 +2%
HI
530
Horizon Investments
North Carolina
$5.72M -$19.2M -194,111 -77%
EGA
531
E&G Advisors
Texas
$5.64M -$145K -1,463 -3%
AI
532
Arrien Investments
Idaho
$5.62M +$5.57M +56,392 New
RWG
533
Regal Wealth Group
California
$5.61M -$401K -4,060 -7%
TFCP
534
Twin Focus Capital Partners
Massachusetts
$5.58M -$45.4K -459 -0.8%
EFS
535
Econ Financial Services
Pennsylvania
$5.57M +$5.53M +55,944 New
VI
536
Vestcor Inc
New Brunswick, Canada
$5.56M – – –
DIA
537
Davidson Investment Advisors
Montana
$5.52M +$5.48M +55,405 New
LFAS
538
Level Four Advisory Services
Texas
$5.48M +$834K +8,437 +18%
AL
539
Aspiriant LLC
California
$5.46M -$1.01M -10,263 -16%
PGFC
540
Peapack-Gladstone Financial Corp
New Jersey
$5.45M +$796K +8,053 +17%
IWA
541
Intercontinental Wealth Advisors
Texas
$5.44M +$5.39M +54,573 New
PT
542
Plimoth Trust
Massachusetts
$5.4M -$52.8K -534 -1%
SL
543
Sentinus LLC
Illinois
$5.34M +$2.79M +28,186 +111%
MPW
544
MGO Private Wealth
California
$5.33M -$1.41M -14,242 -21%
JWS
545
Juncture Wealth Strategies
Arizona
$5.26M +$638K +6,453 +14%
MC
546
Minot Capital
Colorado
$5.25M – – –
DL
547
DOHJ LLC
Washington
$5.23M -$186K -1,885 -3%
TWA
548
TCI Wealth Advisors
Arizona
$5.18M -$5.62M -56,862 -52%
TFF
549
The Family Firm
Maryland
$5.11M +$376K +3,803 +8%
CAM
550
Cresset Asset Management
Illinois
$5.1M -$2.67M -26,994 -35%
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