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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
901
Ignite Planners
California
$1.72M +$170K +1,790 +11%
SHFA
902
SC&H Financial Advisors
Maryland
$1.72M +$106K +1,113 +7%
GA
903
Gateway Advisory
New Jersey
$1.71M +$14.4K +151 +0.9%
MWM
904
McNaughton Wealth Management
California
$1.71M -$242K -2,543 -13%
CFO
905
CVA Family Office
Colorado
$1.71M +$719K +7,553 +78%
PWMG
906
Provence Wealth Management Group
California
$1.7M +$308K +3,235 +23%
HFF
907
Halter Ferguson Financial
Indiana
$1.7M +$1.63M +17,145 New
DWP
908
Daymark Wealth Partners
Ohio
$1.7M -$161K -1,688 -9%
HW
909
Hamilton Wealth
California
$1.7M +$1.63M +17,101 New
ECA
910
Elevated Capital Advisors
Utah
$1.67M -$312K -3,281 -16%
DWA
911
Delos Wealth Advisors
Texas
$1.66M +$14.8K +155 +0.9%
BCM
912
Brasada Capital Management
Texas
$1.65M +$1.58M +16,651 New
NL
913
NVWM LLC
Pennsylvania
$1.65M +$673K +7,071 +74%
SAM
914
Summit Asset Management
Tennessee
$1.65M -$116K -1,216 -7%
KWA
915
Kingswood Wealth Advisors
California
$1.65M +$476K +5,000 +43%
SG
916
StoneX Group
New York
$1.64M -$422K -4,431 -21%
RJTCONH
917
Raymond James Trust Company of New Hampshire
New Hampshire
$1.64M +$2.38K +25 +0.2%
IA
918
IFP Advisors
Florida
$1.64M -$304K -3,190 -16%
BCM
919
Bowie Capital Management
Texas
$1.64M – – –
GT
920
Glenview Trust
Kentucky
$1.63M +$252K +2,646 +19%
ECM
921
Evergreen Capital Management
Washington
$1.63M +$176K +1,847 +13%
IA
922
IFG Advisory
Georgia
$1.63M -$36.1K -379 -2%
BI
923
Ballast Inc
Kentucky
$1.63M +$31.1K +327 +2%
GM
924
GeoWealth Management
Illinois
$1.62M -$146K -1,530 -9%
RI
925
Rinkey Investments
California
$1.6M +$1.07M +11,264 +233%
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37
38 39