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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
726
Brendel Financial Advisors
New Hampshire
$5.24M +$4.33M +43,268 +453%
SAW
727
Signal Advisors Wealth
Michigan
$5.23M +$1.32M +13,232 +34%
TIM
728
Thompson Investment Management
Wisconsin
$5.23M +$580K +5,798 +12%
WA
729
WBH Advisory
Maryland
$5.21M +$1.19M +11,941 +29%
CMAI
730
Capital Management Associates Inc
Minnesota
$5.2M -$431K -4,309 -8%
SWA
731
Stratos Wealth Advisors
Ohio
$5.19M -$1.38M -13,833 -21%
SC
732
SouthState Corp
Florida
$5.18M -$1.02M -10,164 -16%
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$5.17M +$9.51K +95 +0.2%
1SB
734
1ST Source Bank
Indiana
$5.17M +$491K +4,908 +10%
MWA
735
Merkkuri Wealth Advisors
New York
$5.17M -$145K -1,446 -3%
RFO
736
RiverGlades Family Offices
Florida
$5.14M +$5.18M +51,741 New
IA
737
Invested Advisors
Pennsylvania
$5.12M -$55.9K -559 -1%
WSFG
738
Wall Street Financial Group
Illinois
$5.1M +$797K +7,965 +18%
ATWA
739
Arbor Trust Wealth Advisors
Michigan
$5.08M +$457K +4,567 +10%
HIP
740
HUB Investment Partners
Texas
$5.08M +$4.49M +44,926 +719%
SWA
741
Sax Wealth Advisors
New Jersey
$5.07M – – –
QFA
742
Quattro Financial Advisors
Texas
$5.04M +$416K +4,154 +9%
FPW
743
Flagship Private Wealth
Massachusetts
$5.01M +$470K +4,701 +10%
WWP
744
Wise Wealth Partners
Arizona
$5M +$95.8K +958 +2%
QCG
745
Quadrant Capital Group
Ohio
$5M +$975K +9,749 +24%
NCG
746
Newport Capital Group
New Jersey
$5M -$32.5K -325 -0.6%
SSW
747
Smith Shellnut Wilson
Mississippi
$4.98M -$6.27M -62,699 -56%
EGA
748
E&G Advisors
Texas
$4.96M +$796K +7,957 +19%
NSIM
749
North Star Investment Management
Illinois
$4.96M +$3.95M +39,510 +379%
WA
750
Westfuller Advisors
New York
$4.95M +$1.33M +13,272 +36%
28 29
30
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