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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
$2.25M +$125K +1,255 +6%
PA
927
Pinnacle Associates
New York
$2.25M -$42.2K -425 -2%
RWS
928
Retirement Wealth Solutions
Wisconsin
$2.25M +$1.89K +19 +0.1%
AWP
929
Axis Wealth Partners
Rhode Island
$2.22M +$108K +1,085 +5%
WP
930
WealthShield Partners
North Carolina
$2.22M -$675K -6,802 -24%
SFS
931
Security Financial Services
Indiana
$2.22M -$593K -5,980 -21%
LFG
932
Larson Financial Group
Missouri
$2.21M +$177K +1,787 +9%
FFB
933
First Financial Bankshares
Texas
$2.21M +$2.19M +22,065 New
AWM
934
Aries Wealth Management
Maine
$2.21M +$54.6K +550 +3%
AWMS
935
Advocacy Wealth Management Services
Georgia
$2.2M – – –
LWM
936
LongView Wealth Management
Georgia
$2.2M +$639K +6,442 +42%
LPFG
937
Landing Point Financial Group
Ohio
$2.2M +$2.17M +21,900 New
AI
938
Auour Investments
Massachusetts
$2.19M +$426K +4,295 +24%
ISB
939
Iowa State Bank
Iowa
$2.18M -$275K -2,770 -11%
CIA
940
Choate Investment Advisors
Massachusetts
$2.17M +$1.48M +14,940 +222%
PCWA
941
Pacific Capital Wealth Advisors
California
$2.17M -$16K -161 -0.7%
TSW
942
Thompson Siegel & Walmsley
Virginia
$2.16M +$794 +8 +0%
MAWA
943
Moss Adams Wealth Advisors
Washington
$2.15M -$26.9K -271 -1%
WMA
944
West Michigan Advisors
Michigan
$2.14M +$160K +1,615 +8%
PCM
945
Pointe Capital Management
Michigan
$2.12M +$1.12M +11,306 +115%
GIA
946
Gladstone Institutional Advisory
Florida
$2.11M -$155K -1,565 -7%
BCM
947
Becker Capital Management
Oregon
$2.08M – – –
LKBC
948
L.K. Benson & Company
Maryland
$2.07M +$204K +2,058 +11%
VFA
949
Voya Financial Advisors
Connecticut
$2.07M +$224K +2,260 +12%
BFPW
950
BOK Financial Private Wealth
Colorado
$2.07M -$164K -1,650 -7%
36 37
38
39 40