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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
901
Crescent Grove Advisors
Illinois
$1.32M -$33.2K -345 -2%
ACA
902
Ascension Capital Advisors
Texas
$1.32M – – –
IAIM
903
International Assets Investment Management
Florida
$1.31M +$50K +519 +4%
PWMG
904
Provence Wealth Management Group
California
$1.31M +$388K +4,032 +41%
W
905
WealthOne
New York
$1.3M -$246K -2,553 -16%
T
906
TCWP
Ohio
$1.3M -$1.71M -17,785 -56%
GT
907
Glenview Trust
Kentucky
$1.3M +$77.4K +804 +6%
FSG
908
Financial Strategies Group
Michigan
$1.29M +$400K +4,149 +43%
TWP
909
Total Wealth Planning
Ohio
$1.28M -$7.71K -80 -0.6%
RWM
910
RBA Wealth Management
California
$1.28M +$61.5K +639 +5%
LJAC
911
L.J. Altfest & Co
New York
$1.28M +$46.5K +483 +4%
SB
912
Strategic Blueprint
Georgia
$1.28M +$7.99K +83 +0.6%
WIA
913
World Investment Advisors
California
$1.28M +$66.4K +689 +5%
SW
914
SteelPeak Wealth
California
$1.27M +$146K +1,512 +13%
ACA
915
Anchor Capital Advisors
Massachusetts
$1.26M -$16.9K -175 -1%
UCB
916
United Community Bank
South Carolina
$1.25M +$1.28M +13,307 New
FLPIM
917
F.L. Putnam Investment Management
Massachusetts
$1.25M -$109K -1,129 -8%
RTL
918
Red Tortoise LLC
Georgia
$1.24M +$10.2K +106 +0.8%
EP
919
Eudaimonia Partners
Tennessee
$1.23M -$204K -2,115 -14%
CWM
920
Curi Wealth Management
North Carolina
$1.22M +$28.1K +292 +2%
NFG
921
Nations Financial Group
Iowa
$1.22M +$56.5K +587 +5%
WS
922
Wedbush Securities
California
$1.22M +$57.4K +596 +5%
VFA
923
Voya Financial Advisors
Connecticut
$1.21M +$443K +4,599 +56%
CCG
924
Cypress Capital Group
Florida
$1.2M -$156K -1,615 -11%
LA
925
Lifeworks Advisors
Michigan
$1.19M +$665K +6,902 +119%
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37
38 39