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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
551
Arden Trust
Delaware
$4.37M -$21.6M -196,176 -83%
KPWG
552
KFA Private Wealth Group
Virginia
$4.34M -$7.97M -72,421 -64%
CCM
553
Coldstream Capital Management
Washington
$4.32M +$288K +2,621 +7%
LOPW
554
Live Oak Private Wealth
North Carolina
$4.29M -$1.65K -15 -0%
BFA
555
Beaumont Financial Advisors
Massachusetts
$4.26M +$466K +4,232 +12%
SFS
556
Security Financial Services
Indiana
$4.25M +$2.29M +20,825 +110%
SWRP
557
Summit Wealth & Retirement Planning
California
$4.2M -$238K -2,164 -5%
UWPG
558
Ullmann Wealth Partners Group
Florida
$4.2M +$2.27M +20,666 +112%
MWA
559
Motive Wealth Advisors
Michigan
$4.15M -$2.9M -26,346 -40%
KLCM
560
KG&L Capital Management
Louisiana
$4.13M -$51K -463 -1%
WP
561
WealthShield Partners
North Carolina
$4.11M -$33K -300 -0.8%
TA
562
TrueWealth Advisors
Alabama
$4.1M – – –
KIM
563
Karpus Investment Management
New York
$4.1M +$771K +7,005 +22%
RWRC
564
R.W. Roge & Company
New York
$4.09M -$27.2K -247 -0.6%
PP
565
Prudential plc
United Kingdom
$4.07M +$4.18M +38,000 New
AAS
566
Ameritas Advisory Services
Nebraska
$4.05M +$158K +1,436 +4%
FA
567
Fiducient Advisors
Illinois
$4.05M -$1.65M -14,968 -28%
NW
568
NewEdge Wealth
Pennsylvania
$4.02M -$532K -4,838 -11%
SVWAG
569
Sound View Wealth Advisors Group
Georgia
$4.02M -$1.15M -10,425 -22%
CWM
570
Cahill Wealth Management
Michigan
$4M +$4.11M +37,388 New
BCM
571
Beaumont Capital Management
Massachusetts
$3.98M +$9.35K +85 +0.2%
CPCM
572
Cornerstone Partners Capital Management
Virginia
$3.98M -$1.8M -16,365 -31%
BIP
573
Blueprint Investment Partners
North Carolina
$3.96M +$524K +4,760 +14%
SIA
574
Soltis Investment Advisors
Utah
$3.96M -$382K -3,474 -9%
IFS
575
Ifrah Financial Services
Arkansas
$3.94M +$30.6K +278 +0.8%
21 22
23
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