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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Aspect Partners
Virginia
$4.89M +$550K +5,548 +13%
CH
702
Canton Hathaway
Rhode Island
$4.88M – – –
JWM
703
JGP Wealth Management
Oregon
$4.86M +$2.29M +23,049 +91%
PAS
704
PKS Advisory Services
New York
$4.86M +$413K +4,161 +9%
ICP
705
Impact Capital Partners
Colorado
$4.82M -$211K -2,124 -4%
LG
706
Leuthold Group
Minnesota
$4.79M -$2.48K -25 -0.1%
AWMNH
707
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.78M -$210K -2,119 -4%
IF
708
Ironwood Financial
Arizona
$4.76M -$168K -1,691 -3%
IA
709
Invested Advisors
Pennsylvania
$4.74M +$4.87M +49,125 New
FPCG
710
Forum Private Client Group
Indiana
$4.73M -$181K -1,820 -4%
MA
711
Modus Advisors
Minnesota
$4.69M +$108K +1,088 +2%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$4.68M -$57.8K -583 -1%
AF
713
AtlasMark Financial
Texas
$4.68M – – –
QFA
714
Quattro Financial Advisors
Texas
$4.68M -$149K -1,497 -3%
GM
715
GeoWealth Management
Illinois
$4.67M +$2.24M +22,624 +94%
KCAM
716
Kagan Cocozza Asset Management
New Jersey
$4.66M -$57K -575 -1%
IC
717
IEQ Capital
California
$4.65M -$94.4K -951 -2%
PI
718
PFG Investments
New York
$4.63M -$291K -2,928 -6%
UWPG
719
Ullmann Wealth Partners Group
Florida
$4.62M -$396K -3,992 -8%
NS
720
NBC Securities
Alabama
$4.58M +$2.15M +21,637 +90%
UAG
721
United Advisor Group
Ohio
$4.56M +$1.76M +17,757 +64%
WWP
722
Wise Wealth Partners
Arizona
$4.56M +$479K +4,827 +12%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$4.54M +$548K +5,526 +14%
AA
724
ALPS Advisors
Colorado
$4.53M – – –
BFA
725
Bluestem Financial Advisors
Illinois
$4.51M -$646K -6,516 -13%
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