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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Ledge Wealth Management
Minnesota
$3.46M +$3.63M +35,930 New
SFA
577
Source Financial Advisors
New York
$3.45M -$337K -3,333 -9%
IDA
578
Intelligence Driven Advisers
California
$3.45M +$1.68M +16,635 +87%
SAG
579
Spotlight Asset Group
Illinois
$3.44M +$3.71M +36,647 New
LG
580
Leuthold Group
Minnesota
$3.42M – – –
AIP
581
Almanack Investment Partners
Pennsylvania
$3.42M +$373K +3,690 +12%
YAL
582
Your Advocates Ltd
Texas
$3.4M +$320K +3,160 +10%
OC
583
Oppenheimer & Co
New York
$3.37M -$1.51M -14,954 -30%
SVWAG
584
Sound View Wealth Advisors Group
Georgia
$3.35M -$136K -1,340 -4%
MCC
585
Money Concepts Capital
Florida
$3.32M -$263K -2,601 -7%
AAS
586
Annex Advisory Services
Wisconsin
$3.29M -$4.09M -40,442 -54%
FNBT
587
FineMark National Bank & Trust
Florida
$3.29M -$588K -5,816 -15%
ZF
588
Zhang Financial
Michigan
$3.26M +$1.8M +17,775 +111%
RPWA
589
Regent Peak Wealth Advisors
Georgia
$3.21M -$561K -5,546 -14%
AW
590
Avion Wealth
Texas
$3.2M -$247K -2,441 -7%
OCM
591
One Capital Management
California
$3.2M -$168K -1,660 -5%
RK
592
Rather & Kittrell
Tennessee
$3.2M -$121K -1,192 -3%
BF
593
Blankinship & Foster
California
$3.18M +$1.28M +12,695 +63%
SIG
594
Stonegate Investment Group
Alabama
$3.17M +$106K +1,050 +3%
GIA
595
Gladstone Institutional Advisory
Florida
$3.15M +$45.3K +448 +1%
FA
596
Fagan Associates
New York
$3.14M -$35.1K -347 -1%
FA
597
Fiducient Advisors
Illinois
$3.11M +$919K +9,091 +39%
MWM
598
Mascoma Wealth Management
New Hampshire
$3.08M +$357K +3,528 +12%
BPC
599
Banque Pictet & Cie
Switzerland
$3.06M -$4.54M -44,900 -59%
WP
600
WealthShield Partners
North Carolina
$3.06M +$1.42K +14 +0%
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