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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
TownSquare Capital
Utah
$2.87M +$911K +9,136 +48%
OCM
802
One Capital Management
California
$2.85M +$12.8K +128 +0.5%
FA
803
Fermata Advisors
California
$2.84M +$1.65M +16,496 +143%
CAGAS
804
Capital Advisory Group Advisory Services
Minnesota
$2.84M +$404K +4,050 +17%
GAM
805
Gotham Asset Management
New York
$2.83M +$751K +7,523 +37%
FIB
806
First Interstate Bank
Montana
$2.83M -$387K -3,880 -12%
PP
807
Prosperity Planning
Missouri
$2.8M -$2.71M -27,177 Closed
CTWM
808
Cherry Tree Wealth Management
Minnesota
$2.79M +$3.89K +39 +0.1%
WMA
809
Wealth Management Associates
New Jersey
$2.79M +$86.8K +870 +3%
MM
810
Main Management
California
$2.79M +$56.8K +569 +2%
AWM
811
Accel Wealth Management
Iowa
$2.76M +$281K +2,814 +12%
AO
812
Advisor OS
Illinois
$2.75M +$403K +4,035 +17%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$173K +1,734 +7%
CWM
814
Cahill Wealth Management
Michigan
$2.73M -$325K -3,256 -11%
FPW
815
Flagship Private Wealth
Massachusetts
$2.7M -$129K -1,288 -5%
SIA
816
Soltis Investment Advisors
Utah
$2.68M -$421K -4,216 -14%
NWWA
817
New Wave Wealth Advisors
Arkansas
$2.67M -$429K -4,302 -14%
HOWA
818
Heritage Oak Wealth Advisors
Florida
$2.67M +$2.63M +26,409 New
HCM
819
Hollencrest Capital Management
California
$2.67M -$15K -150 -0.6%
ACM
820
AUA Capital Management
Pennsylvania
$2.67M +$955K +9,575 +57%
MA
821
Mosaic Advisors
Texas
$2.66M +$23.9K +240 +0.9%
ECG
822
EPIQ Capital Group
California
$2.64M +$200K +2,002 +8%
NAG
823
Northstar Advisory Group
New Jersey
$2.63M +$627K +6,287 +32%
TA
824
TFB Advisors
Kansas
$2.62M +$375K +3,761 +17%
RTC
825
Riverview Trust Company
Washington
$2.61M – – –
31 32
33
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