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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1101
Brookmont Capital Management
Texas
$1.18M -$55.9K -572 -5%
AWM
1102
Aprio Wealth Management
Georgia
$1.18M +$241K +2,466 +26%
AIA
1103
Affinity Investment Advisors
California
$1.18M – – –
LSA
1104
Lion Street Advisors
Texas
$1.18M +$1.16M +11,887 New
SQA
1105
Simon Quick Advisors
New Jersey
$1.17M -$432K -4,417 -27%
OFS
1106
OneAscent Financial Services
Alabama
$1.16M +$557K +5,697 +94%
MFG
1107
Mainsail Financial Group
Washington
$1.16M +$144K +1,476 +14%
WC
1108
Whitney & Co
New York
$1.16M +$396K +4,047 +52%
AWC
1109
Abundance Wealth Counselors
Pennsylvania
$1.16M +$42.6K +436 +4%
LF
1110
Lee Financial
Texas
$1.15M +$572K +5,847 +100%
UB
1111
UMB Bank
Missouri
$1.15M +$60.3K +617 +6%
EWA
1112
EverSource Wealth Advisors
Alabama
$1.15M +$190K +1,946 +20%
AWA
1113
Arkadios Wealth Advisors
Georgia
$1.15M +$477K +4,875 +72%
LWA
1114
LifeGoal Wealth Advisors
New York
$1.15M +$511K +5,228 +82%
EIP
1115
Ellis Investment Partners
Pennsylvania
$1.14M -$32.3K -330 -3%
TFGT
1116
TS Financial Group (TSFG)
Illinois
$1.14M -$27.8K -284 -2%
VFG
1117
V2 Financial group
Illinois
$1.14M -$2.25K -23 -0.2%
CPRC
1118
Consolidated Portfolio Review Corp
New York
$1.13M +$18.5K +189 +2%
SSWM
1119
Sheets Smith Wealth Management
North Carolina
$1.12M -$76.8K -786 -6%
NG
1120
Norden Group
Utah
$1.12M +$1.11M +11,335 New
TTWM
1121
TCV Trust & Wealth Management
Virginia
$1.12M -$684 -7 -0.1%
AFG
1122
ABLE Financial Group
Arizona
$1.12M +$134K +1,372 +14%
LDB
1123
Lee, Danner & Bass
Tennessee
$1.12M +$807K +8,257 +271%
DWS
1124
Discipline Wealth Solutions
South Carolina
$1.11M -$47.9K -490 -4%
SFC
1125
Summit Financial Consulting
Michigan
$1.09M +$1.08M +11,034 New
43 44
45
46 47