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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
526
Capstone Financial Advisors
Illinois
$9.48M +$53.4K +546 +0.6%
OC
527
Oppenheimer & Co
New York
$9.35M +$463K +4,740 +5%
CWM
528
Congress Wealth Management
Massachusetts
$9.31M -$1.25M -12,831 -12%
SC
529
Slow Capital
California
$9.3M -$110K -1,121 -1%
IAN
530
Integrated Advisors Network
Texas
$9.26M +$2.73M +27,934 +43%
AH
531
Addis & Hill
Pennsylvania
$9.25M +$72K +737 +0.8%
SWG
532
Summit Wealth Group
Vermont
$9.24M -$649K -6,638 -7%
CFO
533
CVA Family Office
Colorado
$9.21M +$1.78M +18,188 +24%
APP
534
Avantax Planning Partners
Iowa
$9.15M -$964K -9,859 -10%
AWA
535
Arete Wealth Advisors
Illinois
$9.08M +$222K +2,275 +3%
FA
536
FDx Advisors
Illinois
$9.05M -$794K -8,123 -8%
FCM
537
Firestone Capital Management
Florida
$8.87M -$136K -1,388 -2%
AWM
538
AE Wealth Management
Kansas
$8.83M -$363K -3,709 -4%
AI
539
Atria Investments
North Carolina
$8.82M +$1.96M +20,005 +29%
FWI
540
Facet Wealth Inc
Maryland
$8.76M +$521K +5,329 +6%
CIAS
541
CFS Investment Advisory Services
New Jersey
$8.75M +$293K +3,001 +4%
LP
542
LGL Partners
Pennsylvania
$8.73M -$578K -5,912 -6%
LRWA
543
Long Run Wealth Advisors
New York
$8.7M +$3.11M +31,786 +57%
SI
544
Stephens Inc
Arkansas
$8.69M -$375K -3,831 -4%
BEI
545
Benjamin Edwards Inc
Missouri
$8.62M +$281K +2,875 +3%
EFA
546
Edge Financial Advisors
Illinois
$8.58M +$8.48M +86,701 New
GEM
547
Global Endowment Management
North Carolina
$8.56M +$6.55M +66,979 +342%
SAM
548
Summit Asset Management
Tennessee
$8.52M +$243K +2,486 +3%
EWA
549
Emergent Wealth Advisors
New York
$8.49M +$838K +8,569 +11%
CAG
550
Csenge Advisory Group
Florida
$8.48M +$271K +2,772 +3%
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