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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Sepio Capital
Utah
$1.02M -$182K -1,821 -15%
FC
1102
Financial Consulate
Maryland
$1.02M – – –
TWM
1103
Tolleson Wealth Management
Texas
$1.01M -$543K -5,443 -35%
BCM
1104
Bowie Capital Management
Texas
$1.01M -$648K -6,500 -39%
CA
1105
Claro Advisors
Massachusetts
$1.01M -$9.18K -92 -0.9%
AWC
1106
Abundance Wealth Counselors
Pennsylvania
$1.01M +$994K +9,962 New
MSK
1107
Melissa S. Kampmann
$1.01M +$17.5K +175 +2%
PCM
1108
Presidio Capital Management
California
$1M -$276K -2,763 -22%
MFG
1109
Mainsail Financial Group
Washington
$997K -$6.33M -63,416 -86%
MWP
1110
Madison Wealth Partners
Wisconsin
$994K -$80.4K -806 -8%
FF
1111
Farrell Financial
New York
$992K -$28.1K -282 -3%
PWA
1112
Physician Wealth Advisors
Utah
$989K +$18.1K +181 +2%
PFG
1113
Pacific Financial Group
Washington
$986K -$96.1K -963 -9%
HWM
1114
HRC Wealth Management
Idaho
$985K -$34.5K -346 -3%
NFW
1115
Noble Family Wealth
Florida
$980K – – –
WF
1116
Welch & Forbes
Massachusetts
$979K +$90.4K +906 +10%
MWM
1117
MorganRosel Wealth Management
Colorado
$977K +$37.4K +375 +4%
TL
1118
Tradewinds LLC
North Carolina
$975K -$257K -2,573 -21%
EFG
1119
Ethos Financial Group
Pennsylvania
$971K +$132K +1,322 +16%
WAM
1120
Worth Asset Management
Texas
$969K +$508K +5,091 +114%
SMA
1121
Sage Mountain Advisors
Georgia
$967K +$300K +3,010 +46%
CIAS
1122
Capital Investment Advisory Services
North Carolina
$960K -$599 -6 -0.1%
AIA
1123
Angeles Investment Advisors
California
$956K +$59K +591 +7%
PWMAG
1124
Pinnacle Wealth Management Advisory Group
New Jersey
$955K +$18.8K +188 +2%
WAG
1125
Winthrop Advisory Group
Massachusetts
$955K +$381K +3,823 +68%
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45
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