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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
601
Destiny Capital
Colorado
$7.22M -$2.48M -25,322 -26%
AF
602
Apexium Financial
Texas
$7.2M -$717K -7,336 -9%
MWC
603
MKD Wealth Coaches
Michigan
$7.18M +$494K +5,056 +7%
ASW
604
Astoria Strategic Wealth
Texas
$7.14M -$124K -1,270 -2%
HFS
605
Heritage Financial Services
Massachusetts
$7.12M -$567K -5,802 -7%
SAI
606
Systematic Alpha Investments
New Jersey
$7.12M – – –
RIA
607
Regal Investment Advisors
Michigan
$7.08M +$2.97M +30,426 +74%
CM
608
Columbus Macro
Pennsylvania
$7.06M +$28.4K +291 +0.4%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$7.06M -$312K -3,187 -4%
ATFA
610
All Terrain Financial Advisors
Minnesota
$7.02M +$439K +4,489 +7%
AWE
611
Avidian Wealth Enterprises
Texas
$7M -$256K -2,622 -4%
IAS
612
Insigneo Advisory Services
Florida
$6.96M -$184K -1,884 -3%
PT
613
Plimoth Trust
Massachusetts
$6.95M -$620K -6,341 -8%
EFG
614
Erickson Financial Group
Pennsylvania
$6.78M +$138K +1,416 +2%
OIA
615
OneDigital Investment Advisors
Kansas
$6.73M -$4.35M -44,455 -40%
CPO
616
Cerity Partners OCIO
New York
$6.72M +$123K +1,254 +2%
SAM
617
Smartleaf Asset Management
Massachusetts
$6.71M +$2.41M +24,687 +57%
MFG
618
Merit Financial Group
Georgia
$6.71M +$3.04M +31,106 +85%
AF
619
Arrow Financial
New York
$6.65M – – –
CWM
620
CIBC World Markets
New York
$6.64M -$37.8K -387 -0.6%
IWP
621
Innova Wealth Partners
Pennsylvania
$6.62M -$2.14M -21,864 -25%
BWG
622
Boomfish Wealth Group
Georgia
$6.57M +$53.6K +548 +0.8%
ECM
623
Exchange Capital Management
Michigan
$6.55M -$66.8K -683 -1%
AA
624
AlphaQ Advisors
Florida
$6.55M -$1.37M -13,988 -17%
AI
625
Arrien Investments
Idaho
$6.53M +$50.2K +514 +0.8%
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25
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