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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
626
C.M. Bidwell & Associates
Hawaii
$2.94M +$21.7K +187 +0.7%
KPWS
627
Kestra Private Wealth Services
Texas
$2.92M +$492K +4,242 +20%
AWMG
628
Alliance Wealth Management Group
New Jersey
$2.91M +$453K +3,904 +18%
PA
629
PFG Advisors
Arizona
$2.9M +$503K +4,336 +21%
CCG
630
Cypress Capital Group
Florida
$2.89M -$25.5K -220 -0.9%
APWM
631
Atlas Private Wealth Management
New York
$2.88M +$272K +2,344 +10%
FPW
632
Flagship Private Wealth
Massachusetts
$2.86M +$19.8K +171 +0.7%
SFP
633
Strategic Financial Partners
Oregon
$2.84M -$293K -2,530 -9%
SRC
634
Shufro Rose & Co
New York
$2.83M +$838K +7,230 +42%
AIA
635
Angeles Investment Advisors
California
$2.79M +$2.18M +18,834 +342%
DCM
636
Donaldson Capital Management
Indiana
$2.78M +$172K +1,487 +7%
BFIC
637
Bedell Frazier Investment Counselling
California
$2.77M -$29K -250 -1%
SEIA
638
Signature Estate & Investment Advisors
California
$2.75M -$192M -1,658,371 -99%
ML
639
McAdam LLC
Pennsylvania
$2.74M +$19.8K +171 +0.7%
APP
640
Avantax Planning Partners
Iowa
$2.73M -$36.7K -317 -1%
WFA
641
Wells Financial Advisors
Massachusetts
$2.73M +$18.8K +162 +0.7%
SW
642
SVB Wealth
Massachusetts
$2.73M -$96K -828 -3%
TCM
643
Triumph Capital Management
Colorado
$2.73M +$2.75M +23,743 New
PCA
644
Providence Capital Advisors
North Carolina
$2.72M +$69.3K +598 +3%
AWMS
645
Advocacy Wealth Management Services
Georgia
$2.71M -$60.2K -519 -2%
PFG
646
Pacific Financial Group
Washington
$2.71M -$39.3K -339 -1%
FAN
647
Financial Advisors Network
California
$2.69M +$137K +1,183 +5%
FCMT
648
Founders Capital Management (Texas)
Texas
$2.68M +$40K +345 +1%
RIG
649
Ramiah Investment Group
Wisconsin
$2.64M +$285K +2,455 +12%
LWAC
650
Laurel Wealth Advisors (California)
California
$2.6M -$309K -2,666 -11%
24 25
26
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