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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1076
Capital Investment Advisors
Georgia
$1.26M -$166K -1,699 -12%
FWA
1077
FOCUS Wealth Advisors
Texas
$1.25M – – –
BMA
1078
Brooks Moore & Associates
Tennessee
$1.24M +$19.6K +200 +2%
KWMG
1079
King Wealth Management Group
Florida
$1.24M -$37.4K -382 -3%
PGAM
1080
Princeton Global Asset Management
New Jersey
$1.23M -$57.1K -583 -4%
PWP
1081
Phillips Wealth Planners
Mississippi
$1.23M -$76.2K -778 -6%
ISL
1082
Ingalls & Snyder LLC
New York
$1.22M -$12.2K -125 -1%
FWM
1083
Forza Wealth Management
Florida
$1.22M – – –
SWP
1084
Strategic Wealth Partners
Ohio
$1.22M +$1.21M +12,337 New
RIM
1085
Rockbridge Investment Management
New York
$1.22M -$32.7K -334 -3%
ACM
1086
AlphaStar Capital Management
North Carolina
$1.22M +$1.2M +12,271 New
TSWM
1087
Tyler-Stone Wealth Management
Ohio
$1.21M -$51.9K -530 -4%
SQA
1088
Simon Quick Advisors
New Jersey
$1.21M +$36.5K +372 +3%
DWT
1089
Dorsey & Whitney Trust
South Dakota
$1.21M – – –
FA
1090
Fermata Advisors
California
$1.21M -$511K -5,216 -30%
JPG
1091
Jordan Park Group
California
$1.21M -$40.1K -409 -3%
KDA
1092
Kraft Davis & Associates
Missouri
$1.21M -$1.03M -10,549 -46%
SPF
1093
South Plains Financial
Texas
$1.21M +$201K +2,051 +20%
NAS
1094
Nicolet Advisory Services
Wisconsin
$1.2M +$856K +8,740 +260%
WA
1095
Wilshire Advisors
California
$1.2M -$25.5M -260,282 -96%
BP
1096
BBR Partners
New York
$1.19M -$3.33K -34 -0.3%
BCM
1097
Brookmont Capital Management
Texas
$1.18M +$1.37K +14 +0.1%
PA
1098
Procyon Advisors
Connecticut
$1.18M -$21.3K -217 -2%
AIA
1099
Affinity Investment Advisors
California
$1.18M – – –
LSA
1100
Lion Street Advisors
Texas
$1.17M -$5.88K -60 -0.5%
42 43
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