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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
876
Stewardship Advisors
Pennsylvania
$2.66M +$148K +1,487 +6%
SPW
877
Surience Private Wealth
Washington
$2.66M +$2.64M +26,569 New
DWS
878
Discipline Wealth Solutions
South Carolina
$2.66M +$809K +8,157 +44%
SWM
879
Stockman Wealth Management
Montana
$2.66M +$546K +5,506 +26%
OAM
880
Occidental Asset Management
California
$2.66M +$49.9K +503 +2%
FW
881
Fairway Wealth
Ohio
$2.66M +$64.9K +654 +3%
SHFA
882
SC&H Financial Advisors
Maryland
$2.65M +$400K +4,027 +18%
BCM
883
Beaumont Capital Management
Massachusetts
$2.64M +$52.3K +527 +2%
EF
884
Envision Financial
Wisconsin
$2.64M +$354K +3,567 +16%
CW
885
Cooksen Wealth
Texas
$2.63M +$125K +1,256 +5%
MWM
886
Meridian Wealth Management
Kentucky
$2.63M +$602K +6,072 +30%
DA
887
Denali Advisors
California
$2.62M -$287K -2,893 -10%
LWM
888
Lionsbridge Wealth Management
Florida
$2.6M -$4.07M -41,039 -61%
RTC
889
Riverview Trust Company
Washington
$2.59M – – –
CTWM
890
Cherry Tree Wealth Management
Minnesota
$2.58M -$13.7K -138 -0.5%
CCG
891
Cypress Capital Group
Florida
$2.58M +$194K +1,954 +8%
CLGM
892
Capitolis Liquid Global Markets
New York
$2.55M -$8.83M -89,000 -78%
RPCA
893
Running Point Capital Advisors
California
$2.53M +$154K +1,553 +7%
IG
894
IFS Group
Pennsylvania
$2.53M +$2.5M +25,221 New
CWP
895
Cyndeo Wealth Partners
Florida
$2.52M +$170K +1,711 +7%
IAS
896
Integrity Advisory Solutions
Texas
$2.51M +$2.49M +25,071 New
M1FG
897
Mach-1 Financial Group
Arkansas
$2.51M +$2.49M +25,071 New
LIM
898
Leavell Investment Management
Alabama
$2.51M +$119K +1,196 +5%
TPW
899
Turn8 Private Wealth
$2.51M -$373K -3,764 -13%
MWM
900
McNaughton Wealth Management
California
$2.51M +$19.8K +200 +0.8%
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36
37 38