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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
551
Source Financial Advisors
New York
$3.98M -$3.35M -32,628 -45%
RPWA
552
Regent Peak Wealth Advisors
Georgia
$3.95M -$3.15M -30,633 -44%
AIM
553
Acropolis Investment Management
Missouri
$3.94M -$1.25M -12,164 -24%
KLCM
554
KG&L Capital Management
Louisiana
$3.9M -$11.4K -111 -0.3%
SWA
555
Sax Wealth Advisors
New Jersey
$3.9M -$823K -8,010 -17%
CFG
556
Citizens Financial Group
Rhode Island
$3.88M +$2.2M +21,407 +128%
ODIJL
557
One Day In July LLC
Vermont
$3.88M +$1.16M +11,260 +42%
BIP
558
Blueprint Investment Partners
North Carolina
$3.88M +$38.1K +371 +1%
JWS
559
Juncture Wealth Strategies
Arizona
$3.86M -$1.36M -13,276 -26%
BA
560
Ballew Advisors
Mississippi
$3.85M +$109K +1,063 +3%
DG
561
DMC Group
Alabama
$3.83M +$95.5K +929 +3%
PP
562
Prosperity Planning
Missouri
$3.82M – – –
SWRP
563
Summit Wealth & Retirement Planning
California
$3.79M -$201K -1,960 -5%
MA
564
MBA Advisors
Pennsylvania
$3.79M +$457K +4,448 +14%
MCC
565
Money Concepts Capital
Florida
$3.79M -$71.7M -697,829 -95%
CPCM
566
Cornerstone Partners Capital Management
Virginia
$3.78M – – –
CWM
567
Cahill Wealth Management
Michigan
$3.77M -$30.3K -295 -0.8%
SIA
568
Soltis Investment Advisors
Utah
$3.77M +$14.2K +138 +0.4%
AAS
569
Ameritas Advisory Services
Nebraska
$3.75M -$99.5K -968 -3%
CWA
570
Canvas Wealth Advisors
Kansas
$3.72M -$987K -9,606 -21%
DWM
571
Dakota Wealth Management
Florida
$3.71M +$137K +1,334 +4%
CWA
572
Clarus Wealth Advisors
Arizona
$3.71M -$40.2K -391 -1%
ASBI
573
American State Bank (Iowa)
Iowa
$3.7M +$55.3K +538 +2%
AMG
574
Asset Management Group
Connecticut
$3.69M -$8.32K -81 -0.2%
OCG
575
Opus Capital Group
Ohio
$3.69M +$203K +1,977 +6%
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