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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWS
601
Swaine & Leidel Wealth Services
Florida
$948K -$336K -3,138 -27%
ATFA
602
All Terrain Financial Advisors
Minnesota
$946K +$191K +1,783 +26%
CA
603
Cambridge Advisors
Nebraska
$942K – – –
TL
604
TrueWealth LLC
Georgia
$940K +$2.25K +21 +0.2%
PAS
605
Partnervest Advisory Services
California
$923K -$667K -6,216 -42%
FNBOSM
606
First National Bank of South Miami
Florida
$919K -$13.7K -128 -1%
CFA
607
Capstone Financial Advisors
Illinois
$906K -$2.37M -22,130 -73%
AWM
608
Avondale Wealth Management
Texas
$902K +$27K +252 +3%
EVM
609
Eaton Vance Management
Massachusetts
$902K +$887K +8,269 New
CI
610
Cambiar Investors
Colorado
$901K -$191K -1,782 -18%
PA
611
Pinnacle Associates
New York
$900K -$43.3K -404 -5%
BAM
612
Brave Asset Management
New Jersey
$888K -$7.61K -71 -0.9%
FFA
613
First Foundation Advisors
California
$886K -$619K -5,777 -42%
PP
614
PDS Planning
Ohio
$881K +$18K +168 +2%
MPW
615
MA Private Wealth
California
$872K -$177K -1,648 -17%
AIA
616
Angeles Investment Advisors
California
$871K -$20.9M -194,570 -96%
TNBTD
617
Trustmark National Bank Trust Department
Mississippi
$867K -$207K -1,927 -20%
JA
618
JOYN Advisors
Georgia
$854K -$360K -3,354 -30%
DI
619
DAGCO Inc
Ohio
$852K -$13.4K -125 -2%
CW
620
CreativeOne Wealth
Kansas
$851K -$832K -7,758 -50%
FCA
621
FinTrust Capital Advisors
South Carolina
$840K +$348K +3,245 +73%
BI
622
Ballast Inc
Kentucky
$836K -$741K -6,911 -47%
TF
623
Tompkins Financial
New York
$836K +$55.9K +521 +7%
AP
624
Advisors Preferred
Maryland
$835K -$190K -1,774 -19%
CAGAS
625
Capital Advisory Group Advisory Services
Minnesota
$835K +$35.9K +335 +5%
23 24
25
26 27