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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
801
Belpointe Asset Management
Nevada
$1.8M -$766K -7,753 -30%
PWG
802
Private Wealth Group
Florida
$1.78M – – –
RPSA
803
Richard P. Slaughter Associates
Texas
$1.78M +$1.76M +17,853 New
CCMI
804
Creative Capital Management Investments
California
$1.78M -$2.3M -23,247 -57%
OCM
805
Objective Capital Management
Ohio
$1.76M -$105K -1,062 -6%
SAM
806
Summit Asset Management
Tennessee
$1.76M -$35.3K -357 -2%
DC
807
Davenport & Co
Virginia
$1.76M -$506K -5,116 -22%
FLPIM
808
F.L. Putnam Investment Management
Massachusetts
$1.76M -$4.84M -49,004 -74%
HWM
809
HB Wealth Management
Georgia
$1.75M +$103K +1,047 +6%
DI
810
DFPG Investments
Utah
$1.75M +$1.09M +10,993 +168%
EW
811
Evoke Wealth
California
$1.72M – – –
SS
812
Sound Stewardship
Kansas
$1.71M +$147K +1,490 +10%
MCM
813
McKinley Capital Management
Alaska
$1.71M – – –
SFG
814
Sovereign Financial Group
Connecticut
$1.7M -$801K -8,101 -32%
AF
815
AtlasMark Financial
Texas
$1.7M +$1.68M +17,043 New
DWA
816
Delos Wealth Advisors
Texas
$1.69M +$829K +8,390 +98%
CGA
817
Crescent Grove Advisors
Illinois
$1.68M -$6.92K -70 -0.4%
GSWM
818
Greenup Street Wealth Management
Michigan
$1.66M -$4.38M -44,312 -73%
BCP
819
Blue Chip Partners
Michigan
$1.66M -$122K -1,239 -7%
BFC
820
Blue Fin Capital
Rhode Island
$1.66M -$68.3K -691 -4%
BCM
821
Bowie Capital Management
Texas
$1.64M +$148K +1,500 +10%
SSWM
822
Sheets Smith Wealth Management
North Carolina
$1.64M +$15.7K +159 +1%
LNWTC
823
Laird Norton Wetherby Trust Company
Washington
$1.64M -$1.07M -10,841 -40%
RL
824
Retireful LLC
Michigan
$1.62M +$1.61M +16,278 New
AWP
825
Ascent Wealth Partners
New York
$1.62M -$60.4K -611 -4%
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