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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
Traynor Capital Management
Pennsylvania
$2.92M -$142K -1,227 -5%
CWA
627
Clarus Wealth Advisors
Arizona
$2.88M -$1M -8,649 -26%
CPO
628
Cerity Partners OCIO
New York
$2.88M -$256K -2,210 -8%
APWA
629
Atlas Private Wealth Advisors
New Jersey
$2.81M -$1.01M -8,684 -26%
HWMA
630
Heritage Wealth Management (Arizona)
Arizona
$2.8M +$2.85M +24,622 New
WEPOG
631
Wealth Enhancement & Preservation of GA
Georgia
$2.79M +$38.8K +335 +1%
HI
632
Human Investing
Oregon
$2.78M +$311K +2,690 +12%
TC
633
TownSquare Capital
Utah
$2.78M +$2.31M +19,986 +450%
CGA
634
Crescent Grove Advisors
Illinois
$2.78M +$2.83M +24,405 New
WFA
635
Wells Financial Advisors
Massachusetts
$2.75M -$1.32M -11,435 -32%
APP
636
Avantax Planning Partners
Iowa
$2.75M -$153K -1,320 -5%
CMBA
637
C.M. Bidwell & Associates
Hawaii
$2.73M +$234K +2,019 +9%
RCM
638
Regency Capital Management
Hawaii
$2.73M +$2.78M +23,980 New
SI
639
Stephens Inc
Arkansas
$2.72M -$275K -2,375 -9%
BB
640
Busey Bank
Illinois
$2.69M -$60.6K -523 -2%
CRCM
641
Corbett Road Capital Management
Virginia
$2.68M -$3.03M -26,131 -53%
AWM
642
Accel Wealth Management
Iowa
$2.66M +$194K +1,676 +8%
FCMT
643
Founders Capital Management (Texas)
Texas
$2.66M -$325K -2,805 -11%
JIR
644
James Investment Research
Ohio
$2.65M -$248K -2,141 -8%
TC
645
Telemus Capital
Michigan
$2.64M +$54.1K +467 +2%
IFAM
646
Institutional & Family Asset Management
Colorado
$2.62M -$1.76M -15,221 -40%
SVWAG
647
Sound View Wealth Advisors Group
Georgia
$2.62M +$154K +1,331 +6%
BL
648
BFSG LLC
California
$2.61M -$5.05M -43,653 -66%
CS
649
Comerica Securities
Michigan
$2.6M -$374K -3,230 -12%
VAM
650
Verity Asset Management
North Carolina
$2.6M +$2.4M +20,718 +984%
24 25
26
27 28