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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
Modus Advisors
Minnesota
$3.41M +$416K +4,369 +15%
CIA
727
Compass Ion Advisors
Pennsylvania
$3.37M -$54.5K -573 -2%
APWM
728
Atlas Private Wealth Management
New York
$3.36M +$272K +2,855 +9%
1WM
729
1900 Wealth Management
Texas
$3.32M -$5.51M -57,865 -63%
AWM
730
Accurate Wealth Management
Florida
$3.31M -$98.5K -1,035 -3%
SF
731
Summit Financial
New Jersey
$3.29M -$22.3K -234 -0.7%
GKWIM
732
Gerber Kawasaki Wealth & Investment Management
California
$3.27M -$986K -10,364 -24%
TA
733
Tactive Advisors
Florida
$3.27M -$644K -6,769 -17%
PWP
734
Perfromance Wealth Partners
Illinois
$3.26M -$972K -10,214 -24%
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$3.26M -$234K -2,463 -7%
BFEC
736
Benjamin F. Edwards & Company
Missouri
$3.26M +$2.31M +24,291 +285%
KIG
737
Kowal Investment Group
Wisconsin
$3.25M -$88.8K -933 -3%
DIA
738
Davidson Investment Advisors
Montana
$3.25M -$346K -3,637 -10%
LSA
739
Lansing Street Advisors
Pennsylvania
$3.24M +$3.1M +32,611 New
CTWM
740
Cherry Tree Wealth Management
Minnesota
$3.23M +$647K +6,799 +26%
ACA
741
Affinity Capital Advisors
California
$3.23M -$852K -8,954 -22%
WCM
742
Wealthcare Capital Management
Virginia
$3.23M -$538K -5,658 -15%
CGL
743
Clarius Group LLC
Washington
$3.22M +$2.48M +26,049 +405%
BA
744
Ballew Advisors
Mississippi
$3.19M -$501K -5,262 -14%
LIM
745
Leavell Investment Management
Alabama
$3.17M +$1.01M +10,662 +50%
SIAM
746
Sterling Investment Advisors (Missouri)
Missouri
$3.15M -$761K -7,996 -20%
GWMIA
747
Global Wealth Management Investment Advisory
Florida
$3.13M +$182K +1,910 +6%
CFGF
748
Compass Financial Group (Florida)
Florida
$3.13M -$2.34M -24,613 -44%
PTC
749
Private Trust Company
Ohio
$3.13M +$284K +2,986 +10%
NWA
750
New World Advisors
Massachusetts
$3.13M +$3M +31,494 New
28 29
30
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