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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
826
KFA Private Wealth Group
Virginia
$3.81M -$4.34M -43,907 -53%
MFIM
827
Mesirow Financial Investment Management
Illinois
$3.75M +$99.1K +1,002 +3%
LWMT
828
Legacy Wealth Management (Tennessee)
Tennessee
$3.74M -$294K -2,975 -7%
TA
829
Tactive Advisors
Florida
$3.71M -$946K -9,560 -20%
SI
830
Stonekeep Investments
New Mexico
$3.7M +$2.47K +25 +0.1%
SIC
831
Salem Investment Counselors
North Carolina
$3.7M -$567K -5,733 -13%
DWA
832
Delos Wealth Advisors
Texas
$3.69M +$642K +6,492 +21%
EB
833
Exchange Bank
California
$3.66M -$42.3K -428 -1%
GTWM
834
Global Trust Wealth Management
Florida
$3.65M +$599K +6,059 +20%
HSG
835
Helen Stephens Group
Texas
$3.65M +$1.71M +17,271 +88%
SMC
836
Smith, Moore & Co
Missouri
$3.64M +$19.6K +198 +0.5%
NI
837
NYL Investors
New York
$3.64M -$12.2K -123 -0.3%
BAG
838
Bauman Advisory Group
Nevada
$3.64M +$779K +7,877 +27%
FSG
839
Financial Strategies Group
Michigan
$3.62M +$106K +1,068 +3%
EWM
840
Elevatus Welath Management
New York
$3.61M -$3.15M -31,792 -47%
CAAM
841
Cornerstone Advisors Asset Management
Pennsylvania
$3.6M -$48.7K -492 -1%
TWM
842
Tradition Wealth Management
Minnesota
$3.57M -$75.8K -766 -2%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$3.55M -$1.16M -11,750 -25%
CVM
844
Cheviot Value Management
California
$3.55M +$86.1K +870 +2%
VIPI
845
Vista Investment Partners II
Indiana
$3.54M -$265K -2,678 -7%
GFP
846
Gryphon Financial Partners
Ohio
$3.51M -$21.1K -213 -0.6%
LMFP
847
Larry Mathis Financial Planning
Arizona
$3.51M +$530K +5,354 +18%
IWB
848
Innovative Wealth Building
Maryland
$3.5M -$46.2K -467 -1%
FNBOO
849
First National Bank of Omaha
Nebraska
$3.49M -$114K -1,152 -3%
CPRPA
850
Cerity Partners Retirement Plan Advisors
New York
$3.46M +$3.46M +34,949 New
32 33
34
35 36