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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1076
Horizons Wealth Management
North Carolina
$1.27M +$33K +338 +3%
AWM
1077
Ariadne Wealth Management
California
$1.27M – – –
LJAC
1078
L.J. Altfest & Co
New York
$1.27M +$241K +2,464 +24%
TWP
1079
Total Wealth Planning
Ohio
$1.27M -$13.2K -135 -1%
TSWM
1080
Tyler-Stone Wealth Management
Ohio
$1.26M -$38.1K -390 -3%
LWM
1081
LongView Wealth Management
Georgia
$1.26M +$8.02K +82 +0.7%
RIM
1082
Rockbridge Investment Management
New York
$1.25M -$39.6K -405 -3%
FWA
1083
FOCUS Wealth Advisors
Texas
$1.25M – – –
JPG
1084
Jordan Park Group
California
$1.24M +$18.9K +193 +2%
BFC
1085
Blue Fin Capital
Rhode Island
$1.24M +$16.5K +169 +1%
QCM
1086
Quantinno Capital Management
New York
$1.23M +$1.22M +12,476 New
ISL
1087
Ingalls & Snyder LLC
New York
$1.23M – – –
MWS
1088
MFA Wealth Services
California
$1.23M -$267K -2,731 -18%
HIM
1089
Hanlon Investment Management
New Jersey
$1.23M +$86.9K +889 +8%
BMA
1090
Brooks Moore & Associates
Tennessee
$1.23M +$723K +7,400 +148%
FPW
1091
Fairvoy Private Wealth
Alabama
$1.22M -$11.4M -116,439 -90%
FWM
1092
Forza Wealth Management
Florida
$1.22M +$73.3K +750 +6%
RIA
1093
Realta Investment Advisors
Delaware
$1.22M -$81.9K -838 -6%
AFA
1094
Alpha Financial Advisors
North Carolina
$1.21M +$612K +6,259 +105%
PMWMG
1095
Parr McKnight Wealth Management Group
Minnesota
$1.21M +$57.6K +589 +5%
DWT
1096
Dorsey & Whitney Trust
South Dakota
$1.21M +$376K +3,842 +46%
PA
1097
Procyon Advisors
Connecticut
$1.2M -$129K -1,320 -10%
SC
1098
Stephens Consulting
Michigan
$1.19M +$18.9K +193 +2%
BP
1099
BBR Partners
New York
$1.19M -$4.69K -48 -0.4%
Q1WB
1100
Quest 10 Wealth Builders
Virginia
$1.18M +$59.4K +608 +5%
42 43
44
45 46