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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
626
HBK Sorce Advisory
Pennsylvania
$2.5M -$2.27M -19,123 -47%
PFM
627
Parsec Financial Management
North Carolina
$2.5M -$121K -1,021 -5%
WTC
628
WhitTier Trust Company
Nevada
$2.49M +$778K +6,555 +45%
BWA
629
BDO Wealth Advisors
Florida
$2.48M +$174K +1,469 +8%
SFPM
630
Sensible Financial Planning & Management
Massachusetts
$2.48M -$118K -997 -5%
BP
631
Ballentine Partners
Massachusetts
$2.48M -$396K -3,336 -14%
CAM
632
Chandler Asset Management
California
$2.47M – – –
PTC
633
Private Trust Company
Ohio
$2.46M +$144K +1,213 +6%
SS
634
Sunbelt Securities
Texas
$2.45M +$691K +5,827 +39%
RCIM
635
Red Cedar Investment Management
Michigan
$2.44M -$1.12M -9,427 -31%
WMA
636
Wealth Management Associates
New Jersey
$2.43M -$33.1K -279 -1%
WA
637
Wealth Alliance
New York
$2.38M -$19.3K -163 -0.8%
BWA
638
Beam Wealth Advisors
Louisiana
$2.37M +$228K +1,921 +11%
KPW
639
Kore Private Wealth
New York
$2.37M +$59.5K +502 +3%
DCM
640
Donaldson Capital Management
Indiana
$2.35M -$243K -2,046 -9%
SMC
641
Smith, Moore & Co
Missouri
$2.35M -$43.9K -370 -2%
AIA
642
Affinity Investment Advisors
California
$2.35M -$403K -3,400 -15%
PCA
643
Providence Capital Advisors
North Carolina
$2.33M +$82.3K +694 +4%
MHR
644
Matthew Hamilton Rosenberg
$2.33M -$256K -2,155 -10%
AIA
645
Alera Investment Advisors
Illinois
$2.32M -$1.3M -10,944 -36%
PG
646
Patten Group
Tennessee
$2.32M +$114K +959 +5%
BJL
647
Brighton Jones LLC
Washington
$2.31M +$569K +4,793 +32%
MCM
648
Monument Capital Management
Virginia
$2.31M +$404K +3,408 +21%
LHC
649
Little House Capital
Massachusetts
$2.3M +$139K +1,171 +6%
SVWAG
650
Sound View Wealth Advisors Group
Georgia
$2.3M +$749K +6,310 +48%
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