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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
951
SignatureFD
Georgia
$929K -$280K -2,543 -23%
HGERS
952
Householder Group Estate & Retirement Specialist
Arizona
$908K -$40.9K -372 -4%
PFG
953
PAX Financial Group
Texas
$908K +$933K +8,480 New
AF
954
Apexium Financial
Texas
$907K – – –
SFS
955
Summit Financial Strategies
Ohio
$906K -$34.3K -312 -4%
T
956
TNF
Montana
$906K – – –
PWA
957
Physician Wealth Advisors
Utah
$894K -$5.83K -53 -0.6%
DIP
958
DT Investment Partners
Pennsylvania
$893K +$917K +8,336 New
HFP
959
Holistic Financial Partners
Indiana
$891K – – –
CA
960
Claro Advisors
Massachusetts
$889K – – –
IC
961
Inscription Capital
Texas
$882K -$90.8K -825 -9%
BOM
962
Bank of Marin
California
$874K -$14.9K -135 -2%
IAG
963
Investment Advisory Group
Massachusetts
$870K – – –
CCMD
964
Cypress Capital Management (Delaware)
Delaware
$869K -$19.8K -180 -2%
APG
965
Abacus Planning Group
South Carolina
$868K +$892K +8,106 New
IFA
966
Interactive Financial Advisors
Illinois
$867K -$13.6M -123,686 -90%
ACM
967
Advisors Capital Management
New Jersey
$864K +$887K +8,063 New
BS
968
Boenning & Scattergood
Pennsylvania
$863K +$290K +2,636 +49%
LRPA
969
L. Roy Papp & Associates
Arizona
$856K – – –
BIAS
970
Beacon Investment Advisory Services
New Jersey
$851K -$21.2K -193 -2%
PP
971
Patron Partners
Texas
$850K -$361K -3,284 -29%
SCM
972
Stordahl Capital Management
Colorado
$846K -$9.02K -82 -1%
EVM
973
Eaton Vance Management
Massachusetts
$845K -$62.7K -570 -7%
BL
974
BFSG LLC
California
$841K -$787K -7,150 -48%
IAIM
975
International Assets Investment Management
Florida
$839K -$241K -2,188 -22%
37 38
39
40 41