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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1151
Alteri Wealth
California
$1.04M +$295K +2,972 +40%
BCM
1152
BTC Capital Management
Iowa
$1.04M – – –
BCM
1153
Brookmont Capital Management
Texas
$1.03M -$160K -1,613 -14%
SHJ
1154
Sharkey, Howes & Javer
Colorado
$1.03M -$38.9K -392 -4%
WGC
1155
Watts Gwilliam & Co
Arizona
$1.02M – – –
AA
1156
Advisory Alpha
Michigan
$1.01M +$60.8K +613 +6%
SC
1157
Shuttleworth & Co
Ohio
$1M +$995K +10,024 New
BCM
1158
Bowie Capital Management
Texas
$1M – – –
HH
1159
Hilltop Holdings
Texas
$998K -$9.92K -100 -1%
PIA
1160
Perennial Investment Advisors
California
$997K +$42.2K +425 +4%
STA
1161
Smith Thornton Advisors
Alabama
$996K +$4.46K +45 +0.5%
WCFA
1162
Walkner Condon Financial Advisors
Wisconsin
$994K +$984K +9,913 New
BPWM
1163
Badgley Phelps Wealth Managers
Washington
$993K – – –
RI
1164
Rinkey Investments
California
$991K -$30.1K -303 -3%
FA
1165
Faithward Advisors
Pennsylvania
$989K +$979K +9,870 New
MWP
1166
Madison Wealth Partners
Wisconsin
$988K +$118K +1,185 +14%
BDFN
1167
Bond & Devick Financial Network
Minnesota
$987K +$22.6K +228 +2%
CA
1168
CoreCap Advisors
Michigan
$986K -$7.24K -73 -0.7%
AFFA
1169
ALM First Financial Advisors
Texas
$979K – – –
PSCM
1170
Per Stirling Capital Management
Texas
$979K +$992 +10 +0.1%
TWP
1171
Total Wealth Planning
Ohio
$977K +$46.7K +471 +5%
IAG
1172
Investment Advisory Group
Massachusetts
$977K +$156K +1,572 +19%
SIM
1173
Stratos Investment Management
Ohio
$967K -$12.9K -130 -1%
RWP
1174
Revolve Wealth Partners
New Jersey
$965K +$20.2K +204 +2%
FAM
1175
Flaharty Asset Management
Florida
$956K +$150K +1,515 +19%
45 46
47
48 49