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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
651
CFS Investment Advisory Services
New Jersey
$3.65M +$935K +9,705 +33%
EWP
652
Elevation Wealth Partners
California
$3.61M -$258K -2,684 -7%
WCM
653
Wealthcare Capital Management
Virginia
$3.59M +$625K +6,494 +20%
AAS
654
Ameritas Advisory Services
Nebraska
$3.59M +$3.01M +31,297 +445%
KLCM
655
KG&L Capital Management
Louisiana
$3.58M +$84.7K +879 +2%
BFA
656
Bluestem Financial Advisors
Illinois
$3.54M +$981K +10,183 +37%
HF
657
HRT Financial
New York
$3.54M +$1.59M +16,464 +78%
WPW
658
Waldron Private Wealth
Pennsylvania
$3.54M -$933K -9,688 -20%
API
659
Advisor Partners II
California
$3.52M +$3.6M +37,377 New
FAT
660
First American Trust
California
$3.51M -$4.35M -45,131 -55%
BA
661
Ballew Advisors
Mississippi
$3.5M -$3.08K -32 -0.1%
DIA
662
Davidson Investment Advisors
Montana
$3.42M +$60.4K +627 +2%
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$3.41M -$1.65M -17,161 -32%
D
664
Dentgroup
Louisiana
$3.41M +$857K +8,901 +33%
VWM
665
Vigilare Wealth Management
Arizona
$3.4M -$1.1M -11,459 -24%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$3.39M +$29.7K +308 +0.9%
AMG
667
Asset Management Group
Connecticut
$3.38M +$23.1K +240 +0.7%
CL
668
Choreo LLC
Illinois
$3.35M +$210K +2,183 +7%
LG
669
Leuthold Group
Minnesota
$3.34M – – –
JPG
670
Jordan Park Group
California
$3.33M -$3.79M -39,368 -53%
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$3.32M +$16.9K +176 +0.5%
EPM
672
Elm Partners Management
Pennsylvania
$3.31M +$2.62M +27,178 +338%
PI
673
PFG Investments
New York
$3.29M +$221K +2,292 +7%
CIA
674
Compass Ion Advisors
Pennsylvania
$3.25M +$3.33M +34,569 New
WP
675
WealthShield Partners
North Carolina
$3.2M -$1.44M -14,959 -31%
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