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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
1051
Twelve Points Wealth Management
Massachusetts
$712K +$714K +6,244 New
CAM
1052
Crestone Asset Management
Colorado
$707K – – –
SWM
1053
SFG Wealth Management
Maryland
$707K +$709K +6,195 New
CA
1054
Continuum Advisory
Idaho
$703K +$212K +1,852 +43%
FWA
1055
FOCUS Wealth Advisors
Texas
$700K – – –
CWS
1056
Cypress Wealth Services
California
$700K +$493K +4,308 +236%
GCA
1057
Gradient Capital Advisors
California
$698K -$8.12K -71 -1%
PFO
1058
Pathstone Family Office
New Jersey
$697K – – –
MCM
1059
Mainstay Capital Management
Michigan
$697K +$700K +6,115 New
BOTW
1060
Bank of the West
California
$692K +$22.2K +194 +3%
GWAM
1061
Guardian Wealth Advisors (Minnesota)
Minnesota
$690K -$52.9K -462 -7%
RWM
1062
Raffa Wealth Management
District of Columbia
$684K +$19.1K +167 +3%
BCM
1063
Brookmont Capital Management
Texas
$676K +$106K +926 +19%
MAM
1064
MMA Asset Management
Pennsylvania
$673K +$2.4K +21 +0.4%
WAL
1065
W Advisors LLC
Tennessee
$673K +$675K +5,900 New
OGF
1066
Orin Green Financial
California
$672K -$126K -1,101 -15%
EWM
1067
Evercore Wealth Management
New York
$669K +$74.4K +650 +12%
BRWM
1068
B. Riley Wealth Management
Tennessee
$666K +$293K +2,564 +78%
SCG
1069
Sonata Capital Group
Washington
$664K – – –
FMP
1070
Financial Management Professionals
Texas
$659K +$661K +5,780 New
CFA
1071
Carroll Financial Associates
North Carolina
$658K +$3.09K +27 +0.5%
CFCI
1072
Comprehensive Financial Consultants Institutional
Indiana
$655K +$684K +5,982 New
VFA
1073
Valeo Financial Advisors
Indiana
$653K -$30.8K -269 -4%
TCA
1074
Transcend Capital Advisors
New Jersey
$652K +$128K +1,117 +24%
HWA
1075
Heritage Wealth Advisors
Virginia
$640K -$3.89K -34 -0.6%
41 42
43
44 45