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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
926
JHP Wealth Management
Colorado
$2.78M +$2.79M +27,816 New
LIM
927
Leavell Investment Management
Alabama
$2.77M +$267K +2,664 +11%
DWA
928
Delos Wealth Advisors
Texas
$2.77M +$53.2K +530 +2%
VAG
929
VisionPoint Advisory Group
Texas
$2.76M +$1.59M +15,841 +135%
PWAM
930
Private Wealth Asset Management
Iowa
$2.75M +$442K +4,403 +19%
HPM
931
Hoxton Planning & Management
West Virginia
$2.75M -$72.3K -721 -3%
EWM
932
Elevatus Welath Management
New York
$2.74M +$2.14M +21,285 +347%
SWM
933
Stockman Wealth Management
Montana
$2.72M +$67.6K +674 +3%
CW
934
Cooksen Wealth
Texas
$2.71M +$82.7K +824 +3%
CCG
935
Cypress Capital Group
Florida
$2.69M +$117K +1,165 +5%
TIM
936
Total Investment Management
Arizona
$2.68M -$82.5K -822 -3%
PPWP
937
Premier Path Wealth Partners
New Jersey
$2.67M +$1.56M +15,581 +140%
RT
938
Rockland Trust
Massachusetts
$2.66M -$701K -6,983 -21%
RSF
939
Rik Saylor Financial
Ohio
$2.65M -$21.9K -218 -0.8%
AF
940
Apollon Financial
South Carolina
$2.64M +$1.72M +17,188 +185%
TWP
941
Triad Wealth Partners
Kansas
$2.64M -$84.7K -844 -3%
AWM
942
Aries Wealth Management
Maine
$2.62M +$424K +4,229 +19%
WP
943
WealthShield Partners
North Carolina
$2.62M +$415K +4,132 +19%
AWM
944
Avior Wealth Management
Nebraska
$2.6M +$1.12M +11,206 +75%
NAM
945
NTV Asset Management
West Virginia
$2.59M +$109K +1,085 +4%
CB
946
Chris Bulman
California
$2.58M +$612K +6,100 +31%
RTC
947
Riverview Trust Company
Washington
$2.58M – – –
LWM
948
Lionsbridge Wealth Management
Florida
$2.57M -$12.6K -126 -0.5%
CWP
949
Core Wealth Partners
California
$2.57M +$307K +3,058 +13%
IAS
950
Integrity Advisory Solutions
Texas
$2.56M +$54.9K +547 +2%
36 37
38
39 40