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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
801
Lake Street Private Wealth
Illinois
$4.08M -$114K -1,151 -3%
WWP
802
Wise Wealth Partners
Arizona
$4.08M -$910K -9,195 -18%
WWM
803
Western Wealth Management
Colorado
$4.06M -$158K -1,599 -4%
SIAM
804
Sterling Investment Advisors (Missouri)
Missouri
$4.05M +$287K +2,901 +8%
FIC
805
Family Investment Center
Missouri
$4.04M +$93.9K +949 +2%
CCM
806
Charter Capital Management
Wisconsin
$4.04M +$173K +1,745 +4%
CW
807
CreativeOne Wealth
Kansas
$4.04M -$2.21M -22,330 -35%
PWPS
808
Pinnacle Wealth Planning Services
Ohio
$4.02M +$98.9K +1,000 +3%
SFG
809
Strive Financial Group
Indiana
$4.01M +$661K +6,684 +20%
DAS
810
Dynamic Advisor Solutions
Arizona
$4M -$187K -1,894 -4%
ACM
811
AUA Capital Management
Pennsylvania
$3.98M +$594 +6 +0%
BAWM
812
Bennett Associates Wealth Management
Pennsylvania
$3.96M +$172K +1,739 +5%
FWM
813
Forteris Wealth Management
New York
$3.96M +$21.5K +217 +0.5%
WMA
814
Wealth Management Associates
New Jersey
$3.96M +$229K +2,319 +6%
GFA
815
Godfrey Financial Associates
New York
$3.91M +$86.5K +874 +2%
MT
816
Midwest Trust
Kansas
$3.87M -$253K -2,559 -6%
DTC
817
Davidson Trust Company
Washington
$3.86M -$22.1K -223 -0.6%
AO
818
Advisor OS
Illinois
$3.85M +$245K +2,474 +7%
CCG
819
Cypress Capital Group
Florida
$3.84M +$298K +3,010 +8%
HWMC
820
Heritage Wealth Management (California)
California
$3.83M +$157K +1,591 +4%
MIH
821
Meitav Investment House
Israel
$3.82M +$3.83M +38,677 New
KPWG
822
KFA Private Wealth Group
Virginia
$3.81M -$4.34M -43,907 -53%
MFIM
823
Mesirow Financial Investment Management
Illinois
$3.75M +$99.1K +1,002 +3%
LWMT
824
Legacy Wealth Management (Tennessee)
Tennessee
$3.74M -$294K -2,975 -7%
TA
825
Tactive Advisors
Florida
$3.71M -$946K -9,560 -20%
31 32
33
34 35