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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
801
Holistic Financial Partners
Indiana
$1.09M – – –
MFG
802
Merit Financial Group
Georgia
$1.09M -$7.59K -64 -0.7%
AIA
803
Avalon Investment & Advisory
Texas
$1.08M +$181K +1,526 +20%
RWM
804
RBA Wealth Management
California
$1.08M +$82.6K +696 +8%
CA
805
Cambridge Advisors
Nebraska
$1.08M +$5.69K +48 +0.5%
WP
806
WealthPLAN Partners
Nebraska
$1.08M -$112K -945 -9%
EW
807
Element Wealth
Mississippi
$1.07M +$50.5K +426 +5%
PWM
808
PRW Wealth Management
Massachusetts
$1.07M +$119K +1,000 +12%
DIM
809
Delta Investment Management
California
$1.07M -$1.12M -9,434 -51%
CAM
810
Cozad Asset Management
Illinois
$1.06M +$154K +1,295 +17%
CCM
811
Colorado Capital Management
Colorado
$1.06M – – –
FCM
812
Firestone Capital Management
Florida
$1.06M +$1.3K +11 +0.1%
CFN
813
Cordasco Financial Network
Florida
$1.06M -$66.9K -564 -6%
PCP
814
Proficio Capital Partners
Massachusetts
$1.05M -$5.06M -42,646 -83%
EWM
815
Evercore Wealth Management
New York
$1.05M +$5.34K +45 +0.5%
5L
816
55I LLC
Massachusetts
$1.05M +$389K +3,277 +58%
W
817
Wealthquest
Ohio
$1.04M -$200K -1,690 -16%
ANBT
818
American National Bank & Trust
Texas
$1.03M +$227K +1,916 +28%
BBNA
819
Bremer Bank National Association
Minnesota
$1.03M -$15.1K -127 -1%
LAS
820
Lloyd Advisory Services
Georgia
$1.03M +$1.04M +8,731 New
DBT
821
Dubuque Bank & Trust
Iowa
$1.02M -$86.8K -732 -8%
QCIG
822
Quad-Cities Investment Group
Iowa
$1M +$203K +1,712 +25%
TFS
823
TrustCore Financial Services
Tennessee
$997K +$465K +3,924 +87%
IFWM
824
Institute for Wealth Management
Colorado
$987K +$143K +1,207 +17%
RIA
825
Realta Investment Advisors
Delaware
$976K +$257K +2,170 +36%
31 32
33
34 35