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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
1151
Topel & Distasi Wealth Management
California
$544K +$3.58K +37 +0.7%
NG
1152
NWK Group
California
$543K +$508K +5,252 +1,501%
VP
1153
Verum Partners
North Carolina
$533K +$532K +5,497 New
RCP
1154
Rothschild Capital Partners
New York
$531K – – –
EFG
1155
Ethos Financial Group
Pennsylvania
$527K +$526K +5,435 New
GCA
1156
Gradient Capital Advisors
California
$525K – – –
VCM
1157
Vivaldi Capital Management
Illinois
$523K -$107K -1,104 -17%
HIP
1158
HUB Investment Partners
Texas
$523K -$4.35K -45 -0.8%
CB
1159
Cadence Bank
Mississippi
$522K +$30.9K +319 +6%
IWN
1160
Independent Wealth Network
Iowa
$520K -$1.26K -13 -0.2%
AM
1161
AGF Management
Ontario, Canada
$514K +$513K +5,300 New
BMCM
1162
Bryn Mawr Capital Management
Pennsylvania
$514K +$512K +5,298 New
CCA
1163
Childress Capital Advisors
Texas
$509K +$967 +10 +0.2%
CAN
1164
Claraphi Advisory Network
United States
$509K -$289K -2,990 -36%
3LCM
1165
3D/L Capital Management
Connecticut
$505K +$20K +207 +4%
DFA
1166
Delta Financial Advisors
Louisiana
$503K -$72.9K -754 -13%
EWA
1167
Etesian Wealth Advisors
Oregon
$498K +$496K +5,133 New
AP
1168
Appleton Partners
Massachusetts
$497K -$205K -2,119 -29%
TLFA
1169
True Link Financial Advisors
California
$496K +$12.4K +128 +3%
MWM
1170
Madison Wealth Management
Ohio
$496K +$5.8K +60 +1%
TWP
1171
Tempus Wealth Planning
California
$493K +$10.7K +111 +2%
MOS
1172
MGO One Seven
Ohio
$490K -$87.6K -906 -15%
CPW
1173
Catalyst Private Wealth
California
$490K – – –
MHR
1174
Matthew Hamilton Rosenberg
$488K -$63.2K -653 -11%
PVH
1175
Psagot Value Holdings
Israel
$485K +$484K +5,000 New
45 46
47
48 49