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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
901
U.S. Capital Wealth Advisors
Texas
$1.26M -$1.84M -18,650 -60%
TA
902
TrueWealth Advisors
Alabama
$1.25M -$405K -4,101 -25%
W
903
WPWealth
Texas
$1.25M – – –
UWM
904
USAdvisors Wealth Management
Minnesota
$1.25M -$84K -850 -6%
CBFP
905
Cedar Brook Financial Partners
Ohio
$1.24M +$19.1K +193 +2%
RWM
906
RBA Wealth Management
California
$1.24M -$1.38K -14 -0.1%
PI
907
PineBridge Investments
New York
$1.24M -$29.6K -300 -2%
GTAM
908
Global Trust Asset Management
Florida
$1.23M -$5.73K -58 -0.5%
MA
909
Mosaic Advisors
Texas
$1.22M +$5.93K +60 +0.5%
BCM
910
BTC Capital Management
Iowa
$1.22M -$45.2K -457 -4%
CWM
911
Curi Wealth Management
North Carolina
$1.22M -$2.38M -24,039 -66%
MG
912
Mather Group
Illinois
$1.22M +$460K +4,650 +61%
HCC
913
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$51K +516 +4%
TIM
914
Total Investment Management
Arizona
$1.21M -$237K -2,403 -17%
BEI
915
Benjamin Edwards Inc
Missouri
$1.21M -$49.1K -497 -4%
AIA
916
Affinity Investment Advisors
California
$1.2M – – –
BWA
917
BDO Wealth Advisors
Florida
$1.19M +$988 +10 +0.1%
BAAM
918
Baker Avenue Asset Management
California
$1.19M -$273K -2,766 -19%
GPA
919
Garrison Point Advisors
California
$1.18M +$17.5K +177 +2%
LC
920
LCNB Corp
Ohio
$1.18M -$9.88K -100 -0.8%
SW
921
SteelPeak Wealth
California
$1.18M -$8.63M -87,325 -88%
H
922
HoyleCohen
California
$1.16M +$19K +192 +2%
PTC
923
Private Trust Company
Ohio
$1.15M -$158K -1,600 -12%
EWA
924
EverSource Wealth Advisors
Alabama
$1.15M +$481K +4,862 +73%
TA
925
Tiedemann Advisors
New York
$1.14M – – –
35 36
37
38 39