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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
801
Money Concepts Capital
Florida
$2.48M -$235K -2,405 -9%
EWA
802
ERTS Wealth Advisors
Michigan
$2.48M -$9.05M -92,463 -79%
CFFNO
803
Common Fund For Nonprofit Organizations
Connecticut
$2.47M +$1.73M +17,673 +233%
CM
804
Columbus Macro
Pennsylvania
$2.46M -$182K -1,860 -7%
FPW
805
Flagship Private Wealth
Massachusetts
$2.44M +$92.6K +946 +4%
SC
806
Savant Capital
Illinois
$2.43M +$23.8K +243 +1%
ACM
807
AUA Capital Management
Pennsylvania
$2.43M +$932K +9,524 +62%
TC
808
Trilogy Capital
California
$2.43M -$553K -5,646 -19%
ES
809
Eagle Strategies
New York
$2.42M -$5.3M -54,161 -69%
MAWA
810
Moss Adams Wealth Advisors
Washington
$2.38M -$1.04M -10,673 -30%
PWP
811
Perfromance Wealth Partners
Illinois
$2.38M -$838K -8,562 -26%
GT
812
Glenview Trust
Kentucky
$2.36M +$748K +7,638 +47%
PWW
813
Pettyjohn Wood & White
Virginia
$2.36M +$290K +2,960 +14%
CWM
814
C2C Wealth Management
Arizona
$2.34M – – –
HPM
815
Hoxton Planning & Management
West Virginia
$2.33M +$18.4K +188 +0.8%
LC
816
LCNB Corp
Ohio
$2.32M +$45K +460 +2%
APCM
817
Alaska Permanent Capital Management
Alaska
$2.31M – – –
RWM
818
Raffa Wealth Management
District of Columbia
$2.31M +$274K +2,802 +14%
CFP
819
Cascade Financial Partners
California
$2.3M +$2.35M +24,000 New
WFA
820
Wells Financial Advisors
Massachusetts
$2.29M +$132K +1,350 +6%
CW
821
Cooksen Wealth
Texas
$2.29M -$3.92K -40 -0.2%
AO
822
Advisor OS
Illinois
$2.27M -$58.3K -596 -3%
SW
823
SlateStone Wealth
Florida
$2.25M -$313K -3,199 -12%
DTC
824
Davidson Trust Company
Washington
$2.24M -$149K -1,519 -6%
WIA
825
World Investment Advisors
California
$2.22M -$795K -8,126 -26%
31 32
33
34 35