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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
801
Waypoint Wealth Partners
California
$1.92M – – –
SMC
802
Smith, Moore & Co
Missouri
$1.91M +$81.3K +822 +4%
LIM
803
Leavell Investment Management
Alabama
$1.9M -$54.3K -549 -3%
BCM
804
Becker Capital Management
Oregon
$1.9M -$171K -1,732 -8%
WMA
805
West Michigan Advisors
Michigan
$1.88M +$392K +3,965 +26%
LFG
806
Larson Financial Group
Missouri
$1.88M +$16.1K +163 +0.9%
ECA
807
Elevated Capital Advisors
Utah
$1.88M -$228K -2,310 -11%
TC
808
Trilogy Capital
California
$1.87M +$51.2K +518 +3%
CAAM
809
Cornerstone Advisors Asset Management
Pennsylvania
$1.87M – – –
AI
810
Auour Investments
Massachusetts
$1.86M +$1.87M +18,942 New
RPSA
811
Richard P. Slaughter Associates
Texas
$1.85M +$100K +1,015 +6%
CSB
812
City State Bank
Iowa
$1.84M +$593K +5,998 +47%
TSW
813
Thompson Siegel & Walmsley
Virginia
$1.84M +$64.5K +652 +4%
NCG
814
Newport Capital Group
New Jersey
$1.83M +$1.85M +18,734 New
MFA
815
Mayflower Financial Advisors
Massachusetts
$1.81M -$179K -1,809 -9%
CWS
816
Cypress Wealth Services
California
$1.8M -$781K -7,903 -30%
CB
817
Centennial Bank
Arkansas
$1.8M -$407K -4,121 -18%
JWBC
818
John W. Brooker & Co
California
$1.79M +$1.68K +17 +0.1%
RGF
819
Retirement Guys Formula
Ohio
$1.78M +$237K +2,401 +15%
AW
820
Avion Wealth
Texas
$1.77M -$456K -4,608 -20%
SAM
821
Summit Asset Management
Tennessee
$1.76M +$31.6K +320 +2%
UAS
822
United Asset Strategies
New York
$1.76M -$101K -1,018 -5%
PP
823
Prosperity Planning
Missouri
$1.76M – – –
AWP
824
Ascent Wealth Partners
New York
$1.76M +$163K +1,653 +10%
PWG
825
Private Wealth Group
Florida
$1.75M – – –
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