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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Clearview Wealth Management
California
$2.98M -$48.5K -490 -2%
DP
902
Dearborn Partners
Illinois
$2.97M +$96.8K +978 +3%
TFA
903
Transamerica Financial Advisors
Florida
$2.97M +$609K +6,156 +26%
AWMNH
904
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.96M +$128K +1,297 +5%
FAT
905
First American Trust
California
$2.96M -$64.3K -650 -2%
HPBT
906
Hickory Point Bank & Trust
Illinois
$2.94M +$21.8K +220 +0.7%
PG
907
Patten Group
Tennessee
$2.93M -$1.58M -15,951 -35%
MW
908
Maia Wealth
Colorado
$2.92M +$249K +2,520 +9%
OHWP
909
Oak Harbor Wealth Partners
North Carolina
$2.91M -$15.1M -152,727 -84%
CW
910
Cooksen Wealth
Texas
$2.91M +$88.1K +890 +3%
BW
911
Blalock Williams
Alabama
$2.87M -$77.9K -787 -3%
HPM
912
Hoxton Planning & Management
West Virginia
$2.87M +$26.2K +265 +0.9%
PCM
913
Pointe Capital Management
Michigan
$2.87M +$294K +2,968 +11%
WWA
914
Wingate Wealth Advisors
Massachusetts
$2.86M -$169K -1,705 -6%
MBTD
915
Mechanics Bank - Trust Department
California
$2.85M -$481K -4,858 -14%
HH
916
Hilltop Holdings
Texas
$2.85M +$117K +1,183 +4%
CFGF
917
Compass Financial Group (Florida)
Florida
$2.85M -$152K -1,539 -5%
MFS
918
Madrona Financial Services
Washington
$2.85M +$89.2K +902 +3%
BWA
919
BlueSky Wealth Advisors
North Carolina
$2.82M -$100K -1,013 -3%
SWM
920
Stockman Wealth Management
Montana
$2.81M +$36.3K +367 +1%
SW
921
SlateStone Wealth
Florida
$2.8M +$1.22M +12,326 +77%
AIM
922
Alhambra Investment Management
Florida
$2.8M -$125K -1,262 -4%
FWM
923
FFT Wealth Management
Pennsylvania
$2.79M -$251K -2,536 -8%
LOWM
924
Laurel Oak Wealth Management
New Jersey
$2.78M -$93.4K -944 -3%
HFO
925
Heritage Family Offices
Arizona
$2.78M -$2.08M -21,028 -43%
35 36
37
38 39