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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
751
H&H Retirement Design & Management
Nevada
$2.25M +$168K +1,737 +8%
AIM
752
Acropolis Investment Management
Missouri
$2.25M -$410K -4,235 -15%
MLFP
753
MPS Loria Financial Planners
Illinois
$2.25M -$17.9M -185,465 -89%
SS
754
Simplicity Solutions
Minnesota
$2.24M -$1.85M -19,168 -45%
ZCM
755
Ziegler Capital Management
Illinois
$2.24M -$582K -6,014 -21%
WG
756
Watchman Group
Texas
$2.23M +$420K +4,345 +23%
SF
757
Summit Financial
New Jersey
$2.23M +$68.5K +708 +3%
FH
758
FWG Holdings
Florida
$2.23M +$292K +3,019 +15%
PIA
759
Panoramic Investment Advisors
Colorado
$2.22M +$2.21M +22,879 New
KIG
760
Kowal Investment Group
Wisconsin
$2.21M -$44.5K -460 -2%
DC
761
Davenport & Co
Virginia
$2.21M +$781K +8,075 +55%
EW
762
Element Wealth
Mississippi
$2.2M +$716K +7,403 +48%
WHG
763
Westwood Holdings Group
Texas
$2.2M -$702K -7,262 -24%
MA
764
Modus Advisors
Minnesota
$2.19M +$870K +8,991 +66%
MAS
765
Madden Advisory Services
Florida
$2.18M -$156K -1,608 -7%
WTC
766
WhitTier Trust Company
Nevada
$2.18M -$151K -1,564 -7%
MWM
767
Meridian Wealth Management
Kentucky
$2.17M +$30.6K +316 +1%
CPCM
768
Cornerstone Partners Capital Management
Virginia
$2.17M – – –
BIA
769
Bigelow Investment Advisors
Maine
$2.16M +$744K +7,692 +53%
WCM
770
Windham Capital Management
Massachusetts
$2.15M – – –
RJTCONH
771
Raymond James Trust Company of New Hampshire
New Hampshire
$2.14M -$26.3K -272 -1%
MWM
772
MorganRosel Wealth Management
Colorado
$2.13M -$395K -4,088 -16%
WCM
773
Wealthcare Capital Management
Virginia
$2.13M +$5.42K +56 +0.3%
MSWMA
774
Market Street Wealth Management Advisors
Indiana
$2.12M +$778K +8,049 +58%
S
775
SignatureFD
Georgia
$2.12M -$151K -1,564 -7%
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32 33