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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
851
Ironwood Investment Counsel
Arizona
$2.86M -$152K -1,545 -5%
CB
852
Chris Bulman
California
$2.85M -$2.17M -22,012 -43%
WMA
853
Wealth Management Associates
New Jersey
$2.77M +$96.3K +978 +4%
FPW
854
Flagship Private Wealth
Massachusetts
$2.75M +$164K +1,666 +6%
TIM
855
Total Investment Management
Arizona
$2.73M +$805K +8,171 +41%
OCM
856
Objective Capital Management
Ohio
$2.71M -$236K -2,395 -8%
PP
857
Prosperity Planning
Missouri
$2.7M – – –
NAG
858
Northstar Advisory Group
New Jersey
$2.7M +$180K +1,827 +7%
TA
859
TFB Advisors
Kansas
$2.69M +$188K +1,905 +7%
HCM
860
Hollencrest Capital Management
California
$2.67M +$115K +1,172 +4%
OAS
861
Optivise Advisory Services
Tennessee
$2.67M -$4.8M -48,783 -64%
HSA
862
HBK Sorce Advisory
Pennsylvania
$2.67M -$172K -1,749 -6%
MW
863
Maia Wealth
Colorado
$2.67M +$1.16M +11,809 +76%
UAS
864
United Asset Strategies
New York
$2.65M -$177K -1,795 -6%
CWM
865
Connecticut Wealth Management
Connecticut
$2.65M -$951K -9,658 -26%
MFF
866
Michels Family Financial
Texas
$2.63M +$2.67M +27,147 New
AWM
867
Accel Wealth Management
Iowa
$2.62M -$13.4K -136 -0.5%
RSF
868
Rik Saylor Financial
Ohio
$2.62M +$2.67M +27,074 New
AMG
869
Asset Management Group
Connecticut
$2.62M -$143K -1,448 -5%
WP
870
WealthShield Partners
North Carolina
$2.61M +$119K +1,210 +5%
CPL
871
CAP Partners LLC
Tennessee
$2.59M +$872K +8,855 +49%
CTWM
872
Cherry Tree Wealth Management
Minnesota
$2.59M -$87.1K -884 -3%
CWM
873
Cahill Wealth Management
Michigan
$2.59M -$28.2K -286 -1%
MAM
874
McLean Asset Management
Virginia
$2.58M +$67.4K +684 +3%
CMAI
875
Capital Management Associates Inc
Minnesota
$2.58M +$577K +5,861 +28%
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35
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