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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1151
Meadow Creek Wealth Advisors
Georgia
$448K +$30.3K +275 +7%
BPWM
1152
Badgley Phelps Wealth Managers
Washington
$447K -$42.9K -390 -9%
DAM
1153
Delta Asset Management
Tennessee
$444K -$102K -924 -18%
KCM
1154
Kanawha Capital Management
Virginia
$443K -$17.6K -160 -4%
PIA
1155
Perennial Investment Advisors
California
$440K -$278K -2,524 -38%
T
1156
TrueFG
Texas
$440K -$1.32K -12 -0.3%
BWP
1157
BSW Wealth Partners
Colorado
$440K +$110 +1 +0%
PNAA
1158
Pictet North America Advisors
Switzerland
$439K – – –
PMA
1159
Prudent Man Advisors
Illinois
$438K – – –
CIP
1160
Chartwell Investment Partners
Pennsylvania
$436K – – –
PCMC
1161
Private Capital Management (Colorado)
Colorado
$436K +$32.5K +295 +8%
TPWM
1162
Twelve Points Wealth Management
Massachusetts
$434K -$241K -2,190 -35%
CIAS
1163
Capital Investment Advisory Services
North Carolina
$432K +$143K +1,299 +47%
AFC
1164
AFT Forsyth & Company
Florida
$431K +$110 +1 +0%
RG
1165
Retirement Group
California
$429K -$368K -3,347 -46%
HCM
1166
Hudson Capital Management
New Jersey
$428K -$48.3K -439 -10%
CWP
1167
Capital Wealth Planning
Florida
$428K +$440K +3,994 New
HW
1168
Hamilton Wealth
California
$428K +$440K +3,995 New
PCG
1169
Private Capital Group
Connecticut
$427K -$288K -2,618 -40%
BFEC
1170
Benjamin F. Edwards & Company
Missouri
$426K +$61.2K +556 +16%
IWS
1171
Insight Wealth Strategies
California
$422K +$33.3K +303 +8%
CPW
1172
Catalyst Private Wealth
California
$420K -$26.4K -240 -6%
SSCA
1173
South Shore Capital Advisors
Massachusetts
$414K -$7.7K -70 -2%
SRC
1174
Sage Rhino Capital
California
$414K +$1.87K +17 +0.4%
CWA
1175
Clarity Wealth Advisors
California
$413K – – –
45 46
47
48 49