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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Savant Capital
Illinois
$1.75M -$364K -3,768 -17%
CPWA
827
Cerro Pacific Wealth Advisors
California
$1.74M +$1.74M +17,972 New
BCP
828
Blue Chip Partners
Michigan
$1.74M +$1.73M +17,908 New
PWG
829
Private Wealth Group
Florida
$1.73M +$1.73M +17,887 New
SMC
830
Smith, Moore & Co
Missouri
$1.72M +$125K +1,295 +8%
CCG
831
Cypress Capital Group
Florida
$1.72M -$91.6K -947 -5%
CI
832
Cambiar Investors
Colorado
$1.72M – – –
ACA
833
Anchor Capital Advisors
Massachusetts
$1.71M +$1.7M +17,605 New
RW
834
REDW Wealth
New Mexico
$1.7M +$454K +4,693 +36%
LFG
835
Larson Financial Group
Missouri
$1.7M +$190K +1,961 +13%
BFC
836
Blue Fin Capital
Rhode Island
$1.68M -$45K -465 -3%
EW
837
Evoke Wealth
California
$1.67M +$978K +10,108 +141%
MCM
838
McKinley Capital Management
Alaska
$1.66M – – –
TSW
839
Thompson Siegel & Walmsley
Virginia
$1.66M +$783K +8,091 +89%
TPW
840
TL Private Wealth
Texas
$1.66M +$1.62M +16,728 New
ZF
841
Zhang Financial
Michigan
$1.65M -$1.62M -16,792 -50%
CGA
842
Crescent Grove Advisors
Illinois
$1.64M -$272K -2,811 -14%
AWP
843
Ascent Wealth Partners
New York
$1.64M +$6.19K +64 +0.4%
UWPG
844
Ullmann Wealth Partners Group
Florida
$1.63M +$1.04M +10,803 +179%
AWM
845
Accurate Wealth Management
Florida
$1.63M +$392K +4,055 +33%
IP
846
Ignite Planners
California
$1.63M +$374K +3,862 +31%
TA
847
TrueWealth Advisors
Alabama
$1.62M -$570K -5,892 -26%
MYIA
848
Mount Yale Investment Advisors
Colorado
$1.62M +$733K +7,574 +83%
SC
849
Stephens Consulting
Michigan
$1.61M -$2.49M -25,750 -61%
HWM
850
HB Wealth Management
Georgia
$1.6M -$641K -6,626 -29%
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