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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
701
New England Private Wealth Advisors
Massachusetts
$1.79M +$9.73K +82 +0.5%
IIC
702
Integrated Investment Consultants
Michigan
$1.79M +$151K +1,269 +9%
SSWM
703
Sheets Smith Wealth Management
North Carolina
$1.79M +$33.6K +283 +2%
KF
704
Krilogy Financial
Missouri
$1.79M +$1.05M +8,840 +141%
MA
705
Modus Advisors
Minnesota
$1.76M -$39.3K -331 -2%
SAM
706
Summit Asset Management
Tennessee
$1.76M +$792K +6,674 +81%
ML
707
McAdam LLC
Pennsylvania
$1.76M +$29.5K +249 +2%
ACM
708
AUA Capital Management
Pennsylvania
$1.73M +$177K +1,494 +11%
CST
709
Charles Schwab Trust
Nevada
$1.73M -$137K -1,152 -7%
KL
710
KWMG LLC
Kansas
$1.71M +$30.7K +259 +2%
PAS
711
Partnervest Advisory Services
California
$1.69M +$994K +8,383 +141%
BWP
712
Bernardo Wealth Planning
Pennsylvania
$1.68M +$357K +3,007 +27%
PR
713
Payden & Rygel
California
$1.67M – – –
GFP
714
Gryphon Financial Partners
Ohio
$1.67M -$15.8K -133 -0.9%
USAA
715
United Services Automobile Association
Texas
$1.67M -$25.4M -213,912 -94%
MWC
716
MKD Wealth Coaches
Michigan
$1.66M +$1.67M +14,090 New
AP
717
Appleton Partners
Massachusetts
$1.66M -$8.19K -69 -0.5%
SAM
718
Strategy Asset Managers
California
$1.66M -$107K -905 -6%
CMO
719
Covenant Multifamily Offices
Texas
$1.65M +$139K +1,175 +9%
GP
720
Girard Partners
Pennsylvania
$1.65M -$105K -882 -6%
CWM
721
Cornerstone Wealth Management
Missouri
$1.64M +$1.07M +9,003 +185%
RAM
722
Riggs Asset Management
Pennsylvania
$1.62M +$59.4K +501 +4%
LFS
723
Lutz Financial Services
Nebraska
$1.62M -$117K -990 -7%
VSWA
724
Vontobel Swiss Wealth Advisors
Switzerland
$1.6M -$13K -110 -0.8%
EAMA
725
EFG Asset Management (Americas)
Florida
$1.6M +$126K +1,066 +9%
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