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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Cambiar Investors
Colorado
$1.9M -$165K -1,500 -8%
OAM
752
Occidental Asset Management
California
$1.89M +$518K +4,704 +36%
EW
753
Evoke Wealth
California
$1.87M -$246K -2,239 -11%
LMGAM
754
Liberty Mutual Group Asset Management
Massachusetts
$1.87M +$1.92M +17,450 New
VC
755
Veracity Capital
Georgia
$1.85M -$1.35M -12,306 -42%
AF
756
AtlasMark Financial
Texas
$1.85M – – –
RIA
757
Realta Investment Advisors
Delaware
$1.82M -$1.9M -17,227 -50%
DTC
758
Davidson Trust Company
Washington
$1.8M +$54.8K +498 +3%
MP
759
McDonald Partners
Ohio
$1.8M +$1.76M +15,989 +2,032%
CFG
760
Citizens Financial Group
Rhode Island
$1.79M +$3.19K +29 +0.2%
BWA
761
BDO Wealth Advisors
Florida
$1.79M -$57.1K -519 -3%
PWM
762
Perigon Wealth Management
California
$1.78M -$131K -1,194 -7%
OPA
763
Old Port Advisors
Maine
$1.78M +$777K +7,057 +74%
WC
764
Weil Company
California
$1.78M +$1.83M +16,585 New
AIA
765
Avalon Investment & Advisory
Texas
$1.76M -$141K -1,280 -7%
AO
766
Advisor OS
Illinois
$1.75M +$393K +3,572 +28%
AIP
767
Almanack Investment Partners
Pennsylvania
$1.75M -$183K -1,664 -9%
UAS
768
United Asset Strategies
New York
$1.74M -$56.7K -515 -3%
SW
769
SteelPeak Wealth
California
$1.73M -$1.17M -10,596 -40%
PFM
770
Parsec Financial Management
North Carolina
$1.73M -$20.9K -190 -1%
TC
771
Trilogy Capital
California
$1.73M +$35.2K +320 +2%
IP
772
Ignite Planners
California
$1.72M +$42.6K +387 +2%
HA
773
HFG Advisors
Ohio
$1.71M -$61.4K -558 -3%
DCC
774
Dow Chemical Company
Michigan
$1.7M -$58.9M -535,000 -97%
ERWM
775
Elk River Wealth Management
Colorado
$1.69M +$41.2K +374 +2%
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