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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Apollon Wealth Management
South Carolina
$6M -$218K -2,227 -4%
MWM
652
MinichMacGregor Wealth Management
New York
$6M +$5.93M +60,696 New
ASBI
653
American State Bank (Iowa)
Iowa
$6M +$198K +2,023 +3%
FPAS
654
Focus Partners Advisor Solutions
Missouri
$5.98M +$868K +8,875 +17%
SIG
655
Stonegate Investment Group
Alabama
$5.97M +$354K +3,620 +6%
CCM
656
Crabel Capital Management
California
$5.96M +$5.31M +54,358 +923%
CF
657
CBM Financial
Texas
$5.95M +$5.96M +60,957 New
CMAI
658
Capital Management Associates Inc
Minnesota
$5.92M +$3.24M +33,184 +125%
WAM
659
WealthTrust Asset Management
Florida
$5.84M -$41.4K -423 -0.7%
DG
660
DMC Group
Alabama
$5.76M +$450K +4,602 +9%
PCP
661
Proficio Capital Partners
Massachusetts
$5.75M -$916K -9,370 -14%
TFA
662
Tobias Financial Advisors
Florida
$5.73M +$40.2K +411 +0.7%
SMI
663
Shelter Mutual Insurance
Missouri
$5.7M – – –
IAA
664
Independent Advisor Alliance
North Carolina
$5.67M -$10.6M -107,982 -65%
ACM
665
Alamar Capital Management
California
$5.58M +$1.02M +10,429 +23%
TFF
666
The Family Firm
Maryland
$5.55M +$122K +1,247 +2%
AG
667
AlTi Global
New York
$5.55M +$805K +8,234 +17%
DL
668
DOHJ LLC
Washington
$5.54M +$3.12M +31,897 +132%
NFG
669
Northeast Financial Group
Pennsylvania
$5.51M -$530K -5,423 -9%
VFIC
670
Valley Forge Investment Consultants
Pennsylvania
$5.51M +$2.35M +24,041 +76%
FFP
671
FourThought Financial Partners
Florida
$5.49M +$98.6K +1,009 +2%
KWA
672
Kingswood Wealth Advisors
California
$5.47M -$458K -4,686 -8%
GBT
673
Grove Bank & Trust
Florida
$5.43M +$74.3K +760 +1%
CFG
674
Compton Financial Group
Maryland
$5.43M -$48.5M -496,415 -90%
MPPLM
675
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.41M +$669K +6,848 +14%
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