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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
901
US Financial Advisors
Massachusetts
$1.1M -$52.1K -473 -4%
AIA
902
Alera Investment Advisors
Illinois
$1.09M +$297K +2,696 +36%
TWA
903
TPB Wealth Advisors
Texas
$1.09M -$84.2K -765 -7%
CSIA
904
Charles Schwab Investment Advisory
California
$1.08M +$705K +6,403 +174%
CWM
905
Cornerstone Wealth Management
Missouri
$1.08M -$880 -8 -0.1%
CFFP
906
Center for Financial Planning
Michigan
$1.07M -$429K -3,894 -28%
CG
907
Cutler Group
California
$1.07M +$799K +7,265 +262%
PA
908
Pinnacle Associates
New York
$1.07M -$59.1K -537 -5%
BCM
909
Bowie Capital Management
Texas
$1.07M +$1.1M +10,000 New
PIA
910
Pinion Investment Advisors
Kansas
$1.07M -$194K -1,767 -15%
JAG
911
Journey Advisory Group
Kentucky
$1.06M – – –
KPW
912
Kore Private Wealth
New York
$1.05M -$1.09M -9,894 -50%
SC
913
Schiavi & Co
Delaware
$1.05M +$1.08M +9,821 New
T
914
TCWP
Ohio
$1.04M +$1.07M +9,748 New
RPCA
915
Running Point Capital Advisors
California
$1.04M +$190K +1,725 +22%
AIA
916
Angeles Investment Advisors
California
$1.04M -$1.01M -9,140 -49%
CAN
917
Claraphi Advisory Network
United States
$1.03M +$70.1K +637 +7%
MA
918
Mosaic Advisors
Texas
$1.02M -$1.88M -17,085 -64%
WAG
919
Winthrop Advisory Group
Massachusetts
$1.02M -$39K -354 -4%
CWM
920
Congress Wealth Management
Massachusetts
$1.02M -$160K -1,452 -13%
TCA
921
Transcend Capital Advisors
New Jersey
$1.01M +$414K +3,761 +66%
QC
922
Quent Capital
New York
$1.01M +$1.03M +9,400 New
CIA
923
Capital Investment Advisors
Georgia
$1M +$80.2K +729 +8%
PCMF
924
Private Capital Management (Florida)
Florida
$1M +$1.03M +9,334 New
LIM
925
Leavell Investment Management
Alabama
$999K +$426K +3,873 +71%
35 36
37
38 39