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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Stockman Wealth Management
Montana
$2.19M +$94.7K +969 +5%
DTC
927
Davidson Trust Company
Washington
$2.18M -$101K -1,033 -4%
P
928
Pitcairn
Pennsylvania
$2.18M – – –
5W
929
5T Wealth
California
$2.18M -$68.9K -705 -3%
MWM
930
McNaughton Wealth Management
California
$2.17M -$192K -1,965 -8%
AWMS
931
Advocacy Wealth Management Services
Georgia
$2.17M -$258K -2,642 -11%
BWM
932
Benchmark Wealth Management
Connecticut
$2.17M +$1.25M +12,816 +140%
CCG
933
Cypress Capital Group
Florida
$2.15M -$22K -225 -1%
RA
934
RFG Advisory
Alabama
$2.15M -$2.36M -24,149 -53%
BBWP
935
Beacon Bridge Wealth Partners
Pennsylvania
$2.15M +$58.9K +603 +3%
RWS
936
Retirement Wealth Solutions
Wisconsin
$2.14M +$11.3K +116 +0.5%
BFIC
937
Bedell Frazier Investment Counselling
California
$2.13M +$30.5K +312 +1%
RWM
938
Rialto Wealth Management
New York
$2.12M +$313K +3,197 +18%
AWP
939
Ascent Wealth Partners
New York
$2.11M +$5.67K +58 +0.3%
JWM
940
JGP Wealth Management
Oregon
$2.1M – – –
SHFA
941
SC&H Financial Advisors
Maryland
$2.08M +$305K +3,119 +17%
EFA
942
Evernest Financial Advisors
Indiana
$2.07M +$156K +1,596 +8%
CAM
943
Chandler Asset Management
California
$2.07M – – –
LFG
944
Larson Financial Group
Missouri
$2.07M +$108K +1,106 +6%
OFS
945
Orrstown Financial Services
Pennsylvania
$2.06M -$100K -1,026 -5%
TSW
946
Thompson Siegel & Walmsley
Virginia
$2.05M +$152K +1,553 +8%
NBWM
947
North Berkeley Wealth Management
California
$2.05M +$326K +3,339 +19%
CWM
948
Connecticut Wealth Management
Connecticut
$2.04M -$652K -6,665 -24%
AWM
949
Aries Wealth Management
Maine
$2.03M +$53.6K +548 +3%
AI
950
Auour Investments
Massachusetts
$2.02M -$28.3K -289 -1%
36 37
38
39 40