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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Stone Wealth Partners
Louisiana
$5.07M +$5.09M +50,715 New
NCG
727
Newport Capital Group
New Jersey
$5.06M +$590K +5,882 +13%
AI
728
Arrien Investments
Idaho
$5.06M -$1.72M -17,112 -25%
LIP
729
Lynch Investment Planning
Pennsylvania
$5.06M +$5.08M +50,644 New
IWP
730
Innova Wealth Partners
Pennsylvania
$5.03M -$437K -4,354 -8%
JPLA
731
Joseph P. Lucia & Associates
New York
$5.01M +$661K +6,583 +15%
SAM
732
Synergy Asset Management
Washington
$5M -$12.8M -127,695 -72%
CPC
733
Cadia Private Client
New Jersey
$4.97M +$4.99M +49,724 New
WWP
734
Wise Wealth Partners
Arizona
$4.94M +$399K +3,981 +9%
ICP
735
Impact Capital Partners
Colorado
$4.88M +$81.1K +808 +2%
CH
736
Canton Hathaway
Rhode Island
$4.86M – – –
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
$4.8M +$277K +2,764 +6%
BBA
738
BLB&B Advisors
Pennsylvania
$4.8M -$9.36M -93,273 -66%
PI
739
PFG Investments
New York
$4.8M +$186K +1,852 +4%
AWMNH
740
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.78M +$25.5K +254 +0.5%
IA
741
IFS Advisors
Kansas
$4.76M +$858K +8,551 +22%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$4.76M -$1.6M -15,951 -25%
CLOS
743
Compagnie Lombard Odier SCmA
Switzerland
$4.76M +$383K +3,817 +9%
CIS
744
Continental Investors Services
Washington
$4.74M +$494K +4,924 +12%
LHC
745
Little House Capital
Massachusetts
$4.72M -$209K -2,078 -4%
1SB
746
1ST Source Bank
Indiana
$4.71M -$285K -2,842 -6%
PCP
747
Proficio Capital Partners
Massachusetts
$4.7M -$561K -5,593 -11%
TIM
748
Thompson Investment Management
Wisconsin
$4.68M +$484K +4,828 +11%
LSC
749
Logan Stone Capital
Illinois
$4.67M -$457K -4,550 -9%
PAS
750
PKS Advisory Services
New York
$4.67M -$164K -1,630 -3%
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30
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