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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
851
Bedell Frazier Investment Counselling
California
$1.6M -$1.18M -12,161 -42%
CF
852
Copperwynd Financial
Arizona
$1.59M -$1.4M -14,474 -47%
SSWM
853
Sheets Smith Wealth Management
North Carolina
$1.58M +$56.3K +582 +4%
CCM
854
Canal Capital Management
Virginia
$1.58M +$1.33M +13,772 +554%
EWS
855
Evergreen Wealth Solutions
Pennsylvania
$1.58M +$142K +1,468 +10%
WIA
856
World Investment Advisors
California
$1.57M +$532K +5,502 +51%
RWM
857
Reston Wealth Management
Virginia
$1.57M +$1.56M +16,168 New
DP
858
Denver PWM
Colorado
$1.57M +$1.56M +16,152 New
CM
859
Columbus Macro
Pennsylvania
$1.57M -$3.23M -33,417 -67%
PA
860
Paragon Advisors
Texas
$1.56M -$112K -1,158 -7%
PP
861
Prosperity Planning
Missouri
$1.56M – – –
SW
862
SlateStone Wealth
Florida
$1.55M +$96.9K +1,002 +7%
DCC
863
Dow Chemical Company
Michigan
$1.54M – – –
CPCM
864
Cardinal Point Capital Management
Ontario, Canada
$1.54M +$1.53M +15,859 New
CPWMP
865
Cardinal Point Wealth Management Partners
California
$1.54M +$1.53M +15,859 New
BFG
866
Barber Financial Group
Kansas
$1.54M -$319K -3,297 -17%
SAM
867
Simplify Asset Management
Nevada
$1.53M -$1.2M -12,456 -44%
TFGT
868
TS Financial Group (TSFG)
Illinois
$1.52M +$1.32M +13,700 +694%
SS
869
Sound Stewardship
Kansas
$1.52M +$1.51M +15,650 New
RIM
870
Rockbridge Investment Management
New York
$1.52M +$1.25M +12,955 +484%
TRCT
871
Tower Research Capital (TRC)
New York
$1.52M +$663K +6,854 +78%
AWG
872
Altus Wealth Group
Colorado
$1.48M +$1.48M +15,277 New
DW
873
Domani Wealth
Pennsylvania
$1.48M +$1.47M +15,209 New
BCM
874
Bowie Capital Management
Texas
$1.45M – – –
RGF
875
Retirement Guys Formula
Ohio
$1.45M +$1.45M +14,961 New
33 34
35
36 37