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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
801
WealthShield Partners
North Carolina
$2.53M -$811K -8,525 -25%
OWA
802
Opal Wealth Advisors
New York
$2.53M +$2.42M +25,461 New
TSW
803
Thompson Siegel & Walmsley
Virginia
$2.52M +$646K +6,792 +37%
CIS
804
Continental Investors Services
Washington
$2.51M +$103K +1,082 +4%
DC
805
Davenport & Co
Virginia
$2.49M -$46.6K -490 -2%
BWM
806
BCS Wealth Management
Tennessee
$2.46M +$1.81M +19,033 +331%
MPWT
807
MassMutual Private Wealth & Trust
Connecticut
$2.45M -$1.1M -11,593 -32%
SC
808
Savant Capital
Illinois
$2.44M -$794K -8,343 -25%
MFS
809
Madrona Financial Services
Washington
$2.44M +$1.22M +12,865 +110%
DTC
810
Davidson Trust Company
Washington
$2.42M +$158K +1,665 +7%
ONB
811
Old National Bancorp
Indiana
$2.42M -$159K -1,666 -6%
CWA
812
Clearview Wealth Advisors
Oregon
$2.41M +$2.31M +24,314 New
SAF
813
Smith Anglin Financial
Texas
$2.4M -$2.97M -31,241 -56%
MM
814
Main Management
California
$2.4M -$97.5K -1,025 -4%
BAM
815
Belpointe Asset Management
Nevada
$2.38M +$206K +2,162 +10%
FPW
816
Flagship Private Wealth
Massachusetts
$2.38M -$48.6K -511 -2%
CWM
817
C2C Wealth Management
Arizona
$2.37M -$47K -494 -2%
AO
818
Advisor OS
Illinois
$2.36M -$4.84M -50,910 -68%
CFG
819
Carr Financial Group
Massachusetts
$2.36M +$449K +4,723 +25%
WWM
820
Western Wealth Management
Colorado
$2.35M +$560K +5,885 +33%
AWG
821
Altus Wealth Group
Colorado
$2.35M -$2.85K -30 -0.1%
HPM
822
Hoxton Planning & Management
West Virginia
$2.35M -$988K -10,386 -31%
UB
823
UMB Bank
Missouri
$2.35M -$722K -7,590 -24%
APCM
824
Alaska Permanent Capital Management
Alaska
$2.34M -$163K -1,715 -7%
C
825
Croban
Ohio
$2.34M +$2.3M +24,171 New
31 32
33
34 35