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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
1001
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$511K -5,210 -24%
AWM
1002
Avondale Wealth Management
Texas
$1.63M -$6.59M -67,289 -80%
VAMG
1003
Voisard Asset Management Group
Michigan
$1.63M -$2.28M -23,250 -59%
CF
1004
Clarity Financial
Texas
$1.62M -$167K -1,701 -9%
BIS
1005
BG Investment Services
Guam
$1.61M -$345K -3,516 -18%
RWM
1006
RBA Wealth Management
California
$1.6M -$36.1K -368 -2%
HWMC
1007
Heritage Wealth Management (California)
California
$1.59M -$1.86K -19 -0.1%
CA
1008
Clune & Associates
Illinois
$1.59M +$2.84K +29 +0.2%
DCC
1009
Dow Chemical Company
Michigan
$1.58M – – –
BCM
1010
Bourgeon Capital Management
Connecticut
$1.57M +$77.1K +787 +5%
SWA
1011
Sax Wealth Advisors
New Jersey
$1.57M -$58.9K -601 -4%
BC
1012
Bakala Capital
South Carolina
$1.56M -$73.7K -752 -5%
BP
1013
Ballentine Partners
Massachusetts
$1.56M +$17.1K +174 +1%
DMIC
1014
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.55M – – –
AIM
1015
Acropolis Investment Management
Missouri
$1.54M -$64.3K -656 -4%
SC
1016
Schiavi & Co
Delaware
$1.54M -$39K -398 -2%
LWM
1017
LongView Wealth Management
Georgia
$1.54M +$275K +2,802 +22%
CWM
1018
Connecticut Wealth Management
Connecticut
$1.53M -$506K -5,161 -25%
WCM
1019
Wealthcare Capital Management
Virginia
$1.53M -$132K -1,352 -8%
DP
1020
Dearborn Partners
Illinois
$1.53M +$67.8K +692 +5%
WFA
1021
WestHill Financial Advisors
California
$1.52M +$40.3K +411 +3%
WF
1022
Welch & Forbes
Massachusetts
$1.51M +$89.9K +917 +6%
HCM
1023
Howland Capital Management
Massachusetts
$1.5M +$115K +1,176 +8%
CCA
1024
Carrera Capital Advisors
Michigan
$1.5M +$130K +1,323 +10%
TFA
1025
Transamerica Financial Advisors
Florida
$1.5M -$6.17K -63 -0.4%
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