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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
651
Freedom Investment Management
Connecticut
$3.36M +$3.35M +34,688 New
WP
652
WealthShield Partners
North Carolina
$3.33M +$253K +2,613 +8%
HR
653
Howe & Rusling
New York
$3.33M +$2.84M +29,346 +590%
GKWIM
654
Gerber Kawasaki Wealth & Investment Management
California
$3.31M +$2.88M +29,788 +680%
ATFA
655
All Terrain Financial Advisors
Minnesota
$3.31M -$1.43M -14,764 -30%
BSWA
656
Bromfield Sneider Wealth Advisors
Massachusetts
$3.3M +$261K +2,697 +9%
AA
657
Alesco Advisors
New York
$3.3M -$860K -8,895 -21%
SVWAG
658
Sound View Wealth Advisors Group
Georgia
$3.26M -$193K -1,998 -6%
ZC
659
Zeit Capital
Colorado
$3.24M +$3.23M +33,438 New
VWA
660
V Wealth Advisors
Kansas
$3.22M -$1.22M -12,637 -28%
AW
661
Avion Wealth
Texas
$3.2M – – –
DWM
662
Dakota Wealth Management
Florida
$3.18M -$1.15M -11,921 -27%
PO
663
Private Ocean
California
$3.15M +$908K +9,393 +41%
LWM
664
Lionsbridge Wealth Management
Florida
$3.15M +$3.14M +32,479 New
ATPW
665
Ashton Thomas Private Wealth
Arizona
$3.15M -$378K -3,905 -11%
MWM
666
Mission Wealth Management
California
$3.1M -$829K -8,573 -21%
AIA
667
Alera Investment Advisors
Illinois
$3.08M +$169K +1,751 +6%
LSAG
668
Lake Street Advisors Group
New Hampshire
$3.08M +$67.4K +697 +2%
MCA
669
Magnolia Capital Advisors
Mississippi
$3.07M -$2.19M -22,631 -42%
SWA
670
Sax Wealth Advisors
New Jersey
$3.05M -$686K -7,092 -18%
BWG
671
Beta Wealth Group
California
$3.03M +$12.2K +126 +0.4%
USCWA
672
U.S. Capital Wealth Advisors
Texas
$3.03M +$415K +4,286 +16%
HF
673
HRT Financial
New York
$3.03M +$3.02M +31,241 New
GIA
674
Gladstone Institutional Advisory
Florida
$2.99M -$177K -1,829 -6%
FFA
675
Farther Finance Advisors
California
$2.99M +$2.98M +30,816 New
25 26
27
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