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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1001
Sage Financial Group
Pennsylvania
$1.65M +$20.3K +208 +1%
SB
1002
Strategic Blueprint
Georgia
$1.65M +$360K +3,678 +28%
SW
1003
SlateStone Wealth
Florida
$1.65M -$166K -1,700 -9%
PP
1004
Prudential plc
United Kingdom
$1.64M -$2.04M -20,830 -56%
WDG
1005
Wealth Dimensions Group
Ohio
$1.64M -$109K -1,112 -6%
VAG
1006
Vannoy Advisory Group
Texas
$1.64M +$475K +4,861 +42%
BC
1007
Bakala Capital
South Carolina
$1.63M +$290K +2,967 +22%
RWM
1008
RBA Wealth Management
California
$1.63M -$25.2K -258 -2%
SWA
1009
Sax Wealth Advisors
New Jersey
$1.63M +$1.11M +11,339 +223%
VFA
1010
Voya Financial Advisors
Connecticut
$1.62M -$96K -982 -6%
AIM
1011
Acropolis Investment Management
Missouri
$1.6M -$77K -788 -5%
HWMO
1012
Heritage Wealth Management (Ohio)
Ohio
$1.6M +$151K +1,540 +11%
HWMC
1013
Heritage Wealth Management (California)
California
$1.59M -$213K -2,175 -12%
CA
1014
Clune & Associates
Illinois
$1.58M +$12K +123 +0.8%
OAS
1015
Optivise Advisory Services
Tennessee
$1.58M -$1.14M -11,614 -42%
SC
1016
Schiavi & Co
Delaware
$1.57M -$93.4K -955 -6%
DCC
1017
Dow Chemical Company
Michigan
$1.57M – – –
IHL
1018
Investment House LLC
California
$1.57M +$1.55M +15,898 New
NFG
1019
Nations Financial Group
Iowa
$1.57M -$76.9K -787 -5%
PB
1020
Pinnacle Bancorp
Nebraska
$1.56M +$18.5K +189 +1%
RFA
1021
Register Financial Advisors
Georgia
$1.55M +$311K +3,186 +25%
NL
1022
NVWM LLC
Pennsylvania
$1.55M -$3.88M -39,736 -72%
GC
1023
GFG Capital
Florida
$1.55M – – –
DMIC
1024
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.54M +$1.34M +13,720 +728%
FFA
1025
Fi3 Financial Advisors
Indiana
$1.54M -$2.81M -28,704 -65%
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