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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
601
Bangor Savings Bank
Maine
$3.4M -$99.1K -841 -3%
LFAS
602
Level Four Advisory Services
Texas
$3.38M +$167K +1,418 +5%
AT
603
Arden Trust
Delaware
$3.38M -$1.55M -13,158 -32%
DC
604
DeDora Capital
California
$3.38M -$26.9K -228 -0.8%
SWRP
605
Summit Wealth & Retirement Planning
California
$3.37M +$184K +1,565 +6%
DT
606
Daniels + Tansey
Delaware
$3.36M +$2.59M +22,016 +336%
BFM
607
Broadview Financial Management
Wisconsin
$3.35M -$2.92M -24,784 -47%
CWAF
608
Core Wealth Advisors (Florida)
Florida
$3.35M +$285K +2,420 +9%
PG
609
Prostatis Group
Maryland
$3.34M -$1.96M -16,621 -37%
RWA
610
Redhawk Wealth Advisors
Minnesota
$3.33M +$120K +1,021 +4%
PFG
611
Pacific Financial Group
Washington
$3.33M -$12.8K -109 -0.4%
NI
612
NYL Investors
New York
$3.32M -$11.8K -100 -0.4%
CCG
613
Cypress Capital Group
Florida
$3.31M -$61.3K -520 -2%
BFA
614
Beaumont Financial Advisors
Massachusetts
$3.29M +$166K +1,410 +5%
VFIC
615
Valley Forge Investment Consultants
Pennsylvania
$3.26M +$3.25M +27,618 New
CPO
616
Cerity Partners OCIO
New York
$3.25M -$220K -1,868 -6%
FF
617
FourThought Financial
Florida
$3.23M +$3.22M +27,354 New
APWM
618
Atlas Private Wealth Management
New York
$3.23M -$8.36K -71 -0.3%
RIA
619
Regal Investment Advisors
Michigan
$3.22M +$3.21M +27,270 New
AF
620
Advisornet Financial
Minnesota
$3.22M -$3.03M -25,745 -49%
TCM
621
Traynor Capital Management
Pennsylvania
$3.18M +$97.2K +825 +3%
CW
622
CreativeOne Wealth
Kansas
$3.18M +$1.57M +13,352 +99%
BG
623
Berry Group
Massachusetts
$3.17M +$1.95M +16,581 +161%
SMG
624
Smart Money Group
Texas
$3.14M -$314K -2,665 -9%
FFA
625
Fragasso Financial Advisors
Pennsylvania
$3.12M -$413K -3,509 -12%
23 24
25
26 27