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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1201
Holistic Planning
Texas
$870K +$197K +2,003 +29%
CA
1202
Claro Advisors
Massachusetts
$865K -$104K -1,059 -11%
MFA
1203
Mayflower Financial Advisors
Massachusetts
$862K -$142K -1,440 -14%
MWP
1204
Madison Wealth Partners
Wisconsin
$860K -$93.4K -948 -10%
CPBTD
1205
Central Pacific Bank - Trust Division
Hawaii
$856K – – –
RFA
1206
Reyes Financial Architecture
California
$852K +$866K +8,793 New
MWM
1207
Mittelman Wealth Management
Massachusetts
$852K +$866K +8,790 New
LPAM
1208
Lodestar Private Asset Management
California
$850K -$15.3K -155 -2%
VC
1209
Veracity Capital
Georgia
$849K +$182K +1,846 +27%
DW30
1210
Drucker Wealth 3.0
New Jersey
$843K +$293K +2,975 +52%
MOS
1211
MGO One Seven
Ohio
$842K +$222K +2,257 +35%
HR
1212
Howe & Rusling
New York
$842K +$421K +4,277 +97%
GWA
1213
Genesis Wealth Advisors
Massachusetts
$842K +$856K +8,687 New
RF
1214
RHS Financial
California
$841K -$1.48K -15 -0.2%
USCWA
1215
U.S. Capital Wealth Advisors
Texas
$839K +$148K +1,507 +21%
FSA
1216
Financial Services Advisory
Maryland
$837K +$66.8K +678 +9%
RI
1217
Rinkey Investments
California
$832K +$8.08K +82 +1%
AAG
1218
Armstrong Advisory Group
Massachusetts
$827K +$111K +1,127 +15%
DFA
1219
DHK Financial Advisors
New Hampshire
$824K – – –
CAM
1220
Cidel Asset Management
Ontario, Canada
$823K – – –
SWP
1221
Strategic Wealth Partners
Ohio
$822K +$285K +2,896 +52%
LEA
1222
Legacy Edge Advisors
New York
$817K +$830K +8,426 New
FWIA
1223
Fort Washington Investment Advisors
Ohio
$813K -$3.25K -33 -0.4%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$813K +$826K +8,386 New
USB
1225
Union Savings Bank
Connecticut
$810K +$3.64K +37 +0.4%
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