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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
926
Aviance Capital Partners
Florida
$2.1M +$186K +1,900 +10%
AWP
927
Axis Wealth Partners
Rhode Island
$2.09M -$683K -6,968 -25%
FGWP
928
Founders Grove Wealth Partners
Virginia
$2.09M +$2.07M +21,098 New
SWM
929
Stockman Wealth Management
Montana
$2.08M -$109K -1,109 -5%
CAM
930
Chandler Asset Management
California
$2.07M – – –
PP
931
Prudential plc
United Kingdom
$2.07M +$419K +4,280 +26%
BCM
932
Becker Capital Management
Oregon
$2.06M -$184K -1,880 -8%
AM
933
Atwater Malick
Pennsylvania
$2.04M +$21K +214 +1%
LFG
934
Larson Financial Group
Missouri
$2.01M -$58.5K -597 -3%
NCM
935
New Capital Management
Texas
$2.01M -$5.32M -54,247 -73%
MWM
936
Meridian Wealth Management
Kentucky
$2M +$124K +1,263 +7%
GWM
937
GSB Wealth Management
Connecticut
$1.98M -$27.3K -279 -1%
CWP
938
Core Wealth Partners
California
$1.98M +$1.95M +19,945 New
WMA
939
West Michigan Advisors
Michigan
$1.96M -$33.9K -346 -2%
TC
940
Trilogy Capital
California
$1.95M -$15.7K -160 -0.8%
DF
941
Dunhill Financial
United Kingdom
$1.95M +$216K +2,206 +13%
IIC
942
Integrated Investment Consultants
Michigan
$1.94M +$44.8K +457 +2%
CPRC
943
Consolidated Portfolio Review Corp
New York
$1.93M +$792K +8,078 +71%
LCM
944
Lazari Capital Management
California
$1.92M +$42K +429 +2%
BIG
945
Brookwood Investment Group
Arizona
$1.92M +$1.64M +16,761 +638%
TA
946
Tactive Advisors
Florida
$1.92M +$1.9M +19,370 New
EPW
947
Endeavor Private Wealth
Kansas
$1.92M -$323K -3,299 -15%
NFP
948
Narus Financial Partners
Utah
$1.91M +$17.4K +178 +0.9%
OFS
949
Orrstown Financial Services
Pennsylvania
$1.91M -$154K -1,575 -8%
JFG
950
JMG Financial Group
Illinois
$1.91M +$1.23M +12,557 +188%
36 37
38
39 40