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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
1026
Brouwer & Janachowski
California
$238K – – –
WDL
1027
Well Done LLC
Michigan
$238K – – –
WAM
1028
Wealthspire Advisors (Maryland)
Maryland
$238K +$239K +2,117 New
CPA
1029
Capital Planning Advisors
California
$237K +$237K +2,105 New
SXL
1030
Summit X LLC
Missouri
$236K +$1.01K +9 +0.4%
WA
1031
Wealth Architects
California
$235K -$105K -930 -31%
BHBT
1032
Burke & Herbert Bank & Trust
Virginia
$234K – – –
CFD
1033
Creative Financial Designs
Indiana
$233K -$90.3K -801 -28%
CSM
1034
CAMG Solamere Management
North Carolina
$232K -$160K -1,417 -41%
TTWM
1035
TCV Trust & Wealth Management
Virginia
$232K – – –
AFC
1036
AFT Forsyth & Company
Florida
$230K -$10.1K -90 -4%
SB
1037
Simmons Bank
Arkansas
$229K -$109K -970 -32%
FAM
1038
Foothills Asset Management
Arizona
$229K – – –
MMA
1039
Miracle Mile Advisors
California
$229K +$230K +2,038 New
LA
1040
LexAurum Advisors
Kansas
$223K -$27.7K -246 -11%
AFA
1041
American Financial Advisors
Georgia
$221K -$32.1K -285 -13%
BW
1042
Bison Wealth
Georgia
$221K – – –
BCP
1043
Blue Chip Partners
Michigan
$218K +$72.5K +643 +50%
BFA
1044
Beacon Financial Advisory
Ohio
$218K +$219K +1,944 New
DP
1045
Dearborn Partners
Illinois
$217K +$218K +1,931 New
PWAG
1046
Polaris Wealth Advisory Group
California
$212K -$7.55K -67 -3%
HIM
1047
Hanlon Investment Management
New Jersey
$211K +$211K +1,873 New
MWM
1048
Madison Wealth Management
Ohio
$211K +$211K +1,876 New
FANJ
1049
Financial Architects (New Jersey)
New Jersey
$209K -$9.35K -83 -4%
MCM
1050
Mengis Capital Management
Oregon
$209K – – –
40 41
42
43 44