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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
676
Simmons Bank
Arkansas
$4.1M -$559K -5,716 -12%
LHWM
677
Lake Hills Wealth Management
Texas
$4.09M +$4.09M +41,756 New
SAM
678
Smartleaf Asset Management
Massachusetts
$4.07M +$3.16M +32,263 +351%
PCWA
679
Pacific Capital Wealth Advisors
California
$4.06M -$202K -2,061 -5%
SAW
680
Signal Advisors Wealth
Michigan
$4.04M +$20.9K +214 +0.5%
WF
681
Wayfinding Financial
Washington
$4.02M +$164K +1,675 +4%
RCIM
682
Red Cedar Investment Management
Michigan
$4M – – –
SHF
683
Stage Harbor Financial
Massachusetts
$3.96M -$561K -5,729 -12%
LGWM
684
Litman Gregory Wealth Management
California
$3.94M -$14.2K -145 -0.4%
NAG
685
Northstar Advisory Group
New Jersey
$3.93M -$1.67M -17,093 -30%
SQA
686
Simon Quick Advisors
New Jersey
$3.91M -$2.38M -24,333 -38%
ATFA
687
All Terrain Financial Advisors
Minnesota
$3.91M +$7.83K +80 +0.2%
MBTD
688
Mechanics Bank - Trust Department
California
$3.89M -$1.58M -16,103 -29%
SGCA
689
Steel Grove Capital Advisors
Tennessee
$3.87M -$1.98M -20,195 -34%
MA
690
Modus Advisors
Minnesota
$3.87M +$505K +5,162 +15%
KLCM
691
KG&L Capital Management
Louisiana
$3.85M +$41.5K +424 +1%
DLCIG
692
D.L. Carlson Investment Group
New Hampshire
$3.84M -$15.9K -162 -0.4%
FWP
693
Family Wealth Partners
North Carolina
$3.83M -$972K -9,934 -20%
PWM
694
Peterson Wealth Management
Nevada
$3.81M -$54.2K -554 -1%
LG
695
Leuthold Group
Minnesota
$3.79M – – –
TT
696
TI-Trust
Illinois
$3.78M -$181K -1,846 -5%
SCM
697
SCS Capital Management
Massachusetts
$3.74M -$42.3M -432,269 -92%
PFG
698
Pinnacle Financial Group
Illinois
$3.73M +$2.79M +28,527 +298%
PTC
699
Private Trust Company
Ohio
$3.73M +$641K +6,551 +21%
BAWM
700
Bennett Associates Wealth Management
Pennsylvania
$3.71M +$274K +2,802 +8%
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