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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Phillips Wealth Planners
Mississippi
$1.31M +$47.3K +474 +4%
OP
1027
ORG Partners
Indiana
$1.31M +$39.4K +395 +3%
TWP
1028
Total Wealth Planning
Ohio
$1.31M – – –
UB
1029
UMB Bank
Missouri
$1.3M -$269K -2,700 -17%
SB
1030
Strategic Blueprint
Georgia
$1.3M +$73.7K +739 +6%
JWM
1031
JGP Wealth Management
Oregon
$1.3M +$221K +2,213 +21%
WGCA
1032
Wolf Group Capital Advisors
Virginia
$1.3M -$1.4M -13,991 -51%
SS
1033
Sunbelt Securities
Texas
$1.29M +$694K +6,956 +120%
NL
1034
NVWM LLC
Pennsylvania
$1.29M +$213K +2,130 +20%
SW
1035
SteelPeak Wealth
California
$1.28M -$18.2K -182 -1%
MFIM
1036
Mesirow Financial Investment Management
Illinois
$1.28M +$10.4K +104 +0.8%
AWM
1037
Ariadne Wealth Management
California
$1.28M +$100 +1 +0%
S
1038
SignatureFD
Georgia
$1.27M +$241K +2,419 +24%
HWMO
1039
Heritage Wealth Management (Ohio)
Ohio
$1.27M -$896K -8,982 -42%
NL
1040
NDWM LLC
California
$1.27M +$319K +3,194 +34%
ISL
1041
Ingalls & Snyder LLC
New York
$1.26M +$40.2K +403 +3%
BFC
1042
Blue Fin Capital
Rhode Island
$1.25M +$3.29K +33 +0.3%
BWP
1043
Balboa Wealth Partners
Arizona
$1.24M -$125K -1,254 -9%
BCM
1044
Brasada Capital Management
Texas
$1.23M -$187K -1,877 -13%
HWM
1045
Horizons Wealth Management
North Carolina
$1.23M +$21.9K +220 +2%
TFGT
1046
TS Financial Group (TSFG)
Illinois
$1.22M -$50.3K -504 -4%
WRPWM
1047
Werba Rubin Papier Wealth Management
California
$1.21M -$8.18K -82 -0.7%
WHCFA
1048
William Howard & Co Financial Advisors
Tennessee
$1.21M – – –
HIM
1049
Hanlon Investment Management
New Jersey
$1.21M +$331K +3,315 +39%
AIA
1050
Affinity Investment Advisors
California
$1.2M – – –
40 41
42
43 44