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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1151
Summit Financial Strategies
Ohio
$725K -$33.4K -341 -4%
USCWA
1152
U.S. Capital Wealth Advisors
Texas
$718K -$62.5K -639 -8%
ACM
1153
Advance Capital Management
Michigan
$717K +$340K +3,470 +90%
SS
1154
Sunbelt Securities
Texas
$716K +$318K +3,251 +80%
MIS
1155
Morningstar Investment Services
Illinois
$709K +$147K +1,498 +26%
PCA
1156
Pallas Capital Advisors
Massachusetts
$708K -$191K -1,949 -21%
BP
1157
BBR Partners
New York
$707K +$31.7K +324 +5%
MAM
1158
MMA Asset Management
Pennsylvania
$705K -$51.6K -527 -7%
AWMS
1159
Advocacy Wealth Management Services
Georgia
$703K +$71.3K +728 +11%
PP
1160
Patten & Patten
Tennessee
$703K +$702K +7,176 New
ACI
1161
Alpha Cubed Investments
California
$702K -$9.67M -98,833 -93%
TDWM
1162
Topel & Distasi Wealth Management
California
$693K +$132K +1,348 +24%
IW
1163
Imprint Wealth
South Carolina
$692K -$109K -1,113 -13%
PAMG
1164
Patton Albertson Miller Group
Tennessee
$691K -$5.62M -57,424 -89%
BEI
1165
Benjamin Edwards Inc
Missouri
$690K +$387K +3,952 +128%
MWM
1166
Maripau Wealth Management
Indiana
$689K +$160K +1,637 +30%
2L
1167
25 LLC
Missouri
$681K +$41.3K +422 +6%
NP
1168
NorthRock Partners
Minnesota
$679K +$124K +1,262 +22%
WF
1169
Warner Financial
Maryland
$678K -$2.54K -26 -0.4%
HT
1170
Heritage Trust
Oklahoma
$677K – – –
MG
1171
Mather Group
Illinois
$676K +$43.3K +442 +7%
CCFM
1172
Clear Creek Financial Management
Washington
$676K +$90.7K +927 +16%
AC
1173
Annandale Capital
Texas
$670K – – –
GCAC
1174
Guardian Capital Advisors (Canada)
Ontario, Canada
$669K +$255K +2,605 +59%
TAM
1175
Titleist Asset Management
Texas
$666K -$400K -4,083 -38%
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