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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
976
Courage Miller Partners
Virginia
$737K – – –
TFS
977
Thoroughbred Financial Services
Tennessee
$726K +$67.1K +570 +10%
FWA
978
FOCUS Wealth Advisors
Texas
$726K +$723K +6,140 New
OBWP
979
O'Brien Wealth Partners
Massachusetts
$726K +$730K +6,199 New
GTAM
980
Global Trust Asset Management
Florida
$717K +$52.3K +444 +8%
RFA
981
Reilly Financial Advisors
California
$701K +$1.3K +11 +0.2%
HWM
982
Howard Wealth Management
Connecticut
$697K +$22K +187 +3%
DFA
983
Delta Financial Advisors
Louisiana
$690K +$589 +5 +0.1%
SCG
984
Sonata Capital Group
Washington
$688K -$266K -2,258 -28%
RWM
985
Raffa Wealth Management
District of Columbia
$687K +$707 +6 +0.1%
PAM
986
Palisade Asset Management
Minnesota
$684K +$33.1K +281 +5%
GKWIM
987
Gerber Kawasaki Wealth & Investment Management
California
$683K +$681K +5,782 New
MFG
988
MidWestOne Financial Group
Iowa
$675K – – –
MPWT
989
MassMutual Private Wealth & Trust
Connecticut
$675K +$51.4K +436 +8%
JWCA
990
J.W. Coons Advisors
Ohio
$667K +$236 +2 +0%
TF
991
Trek Financial
Arizona
$665K +$354K +3,003 +114%
VCM
992
Vivaldi Capital Management
Illinois
$664K -$517K -4,385 -44%
ISB
993
Iowa State Bank
Iowa
$663K +$45.9K +390 +7%
PCG
994
Private Capital Group
Connecticut
$656K -$171K -1,454 -21%
AIM
995
Arcadia Investment Management
Michigan
$656K -$23.6K -200 -3%
GPC
996
Garrison Point Capital
California
$652K – – –
MGI
997
MayTech Global Investments
New York
$650K -$1.21M -10,246 -65%
MMA
998
Miracle Mile Advisors
California
$647K +$387K +3,286 +150%
NDSI
999
Newman Dignan & Sheerar Inc
Rhode Island
$645K -$130K -1,107 -17%
BAS
1000
Brown Advisory Securities
Maryland
$643K +$98K +832 +18%
38 39
40
41 42