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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1076
Phillips Wealth Planners
Mississippi
$1.28M +$31.5K +317 +3%
GPA
1077
Garrison Point Advisors
California
$1.28M -$78.4K -790 -6%
TCM
1078
TruNorth Capital Management
Michigan
$1.28M +$248K +2,497 +24%
BMA
1079
Brooks Moore & Associates
Tennessee
$1.26M – – –
FWA
1080
FOCUS Wealth Advisors
Texas
$1.26M – – –
FWM
1081
Forza Wealth Management
Florida
$1.26M +$24.8K +250 +2%
CAS
1082
Coppell Advisory Solutions
Texas
$1.26M +$210K +2,116 +20%
DFA
1083
Davies Financial Advisors
California
$1.26M -$42K -423 -3%
PCA
1084
Prosperity Capital Advisors
Ohio
$1.26M +$1.24M +12,538 New
MWS
1085
MFA Wealth Services
California
$1.26M -$18.7K -188 -1%
EE
1086
EWG Elevate
California
$1.25M +$368K +3,709 +43%
AP
1087
Americana Partners
Texas
$1.24M +$760K +7,662 +162%
AIA
1088
Affinity Investment Advisors
California
$1.24M +$49.6K +500 +4%
FA
1089
Fermata Advisors
California
$1.24M +$17.1K +172 +1%
ISL
1090
Ingalls & Snyder LLC
New York
$1.24M +$3.08K +31 +0.3%
PGAM
1091
Princeton Global Asset Management
New Jersey
$1.24M -$8.23K -83 -0.7%
SQA
1092
Simon Quick Advisors
New Jersey
$1.23M +$6.95K +70 +0.6%
RIM
1093
Rockbridge Investment Management
New York
$1.23M -$2.68K -27 -0.2%
SCP
1094
Stevens Capital Partners
Nebraska
$1.23M -$147K -1,484 -11%
WC
1095
Weil Company
California
$1.23M +$305K +3,077 +34%
DWT
1096
Dorsey & Whitney Trust
South Dakota
$1.23M – – –
KWMG
1097
King Wealth Management Group
Florida
$1.22M -$25K -252 -2%
SPF
1098
South Plains Financial
Texas
$1.22M – – –
DF
1099
Dunhill Financial
United Kingdom
$1.21M -$1.95M -19,609 Closed
WWM
1100
Western Wealth Management
Colorado
$1.2M +$40.9K +412 +4%
42 43
44
45 46