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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Congress Wealth Management
Massachusetts
$763K -$37.6K -380 -5%
CIA
1052
Capital Investment Advisors
Georgia
$762K +$73.3K +742 +11%
AFG
1053
Atomi Financial Group
New York
$762K +$769K +7,775 New
EAM
1054
Evanson Asset Management
California
$757K +$434K +4,395 +132%
TF
1055
Tompkins Financial
New York
$749K – – –
LA
1056
Latitude Advisors
Florida
$749K +$332K +3,359 +78%
AIA
1057
Angeles Investment Advisors
California
$749K – – –
AA
1058
Advisory Alpha
Michigan
$748K +$48.1K +487 +7%
SIS
1059
Strategic Investment Solutions
Illinois
$748K -$2.49M -25,231 -77%
ACM
1060
Advance Capital Management
Michigan
$746K -$84.8K -858 -10%
EWM
1061
Empirical Wealth Management
Washington
$745K -$4.75K -48 -0.6%
PP
1062
Patron Partners
Texas
$743K -$74.5K -754 -9%
FAM
1063
Family Asset Management
South Carolina
$741K -$33.3K -337 -4%
SCA
1064
Stillwater Capital Advisors
Pennsylvania
$738K -$47K -475 -6%
WCM
1065
Windham Capital Management
Massachusetts
$738K -$141K -1,430 -16%
BIP
1066
Blueprint Investment Partners
North Carolina
$736K +$312K +3,154 +72%
FAM
1067
Flaharty Asset Management
Florida
$735K – – –
AC
1068
Annandale Capital
Texas
$734K – – –
SCA
1069
Snowden Capital Advisors
New York
$731K +$297 +3 +0%
VFIC
1070
Valley Forge Investment Consultants
Pennsylvania
$729K +$31.7K +321 +5%
RF
1071
RHS Financial
California
$725K +$87.6K +886 +14%
WAM
1072
WNY Asset Management
New York
$723K -$138K -1,393 -16%
PWMA
1073
Pension & Wealth Management Advisors
Massachusetts
$721K -$99.5K -1,007 -13%
USCWA
1074
U.S. Capital Wealth Advisors
Texas
$711K -$529K -5,350 -42%
BC
1075
Burney Company
Virginia
$709K -$6.62K -67 -0.9%
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43
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