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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Avondale Wealth Management
Texas
$1.15M +$803 +8 +0.1%
RIM
1202
Rockbridge Investment Management
New York
$1.15M -$74.4K -741 -6%
PCM
1203
Presidio Capital Management
California
$1.15M -$199K -1,983 -15%
CG
1204
Curat Global
New Hampshire
$1.15M +$865K +8,620 +303%
FA
1205
Faithward Advisors
Pennsylvania
$1.14M +$157K +1,569 +16%
TW
1206
Traveka Wealth
California
$1.14M +$722K +7,192 +171%
YWM
1207
Yukon Wealth Management
Kansas
$1.14M +$13.7K +137 +1%
VFG
1208
V2 Financial group
Illinois
$1.14M +$15.9K +158 +1%
TCM
1209
TruNorth Capital Management
Michigan
$1.13M -$143K -1,426 -11%
TTWM
1210
TCV Trust & Wealth Management
Virginia
$1.13M – – –
PA
1211
Procyon Advisors
Connecticut
$1.12M -$29.5K -294 -3%
WP
1212
WealthPLAN Partners
Nebraska
$1.12M +$1.12M +11,171 New
AW
1213
Alteri Wealth
California
$1.11M +$77.8K +775 +7%
FDCDDQ
1214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M +$399K +3,972 +56%
AWC
1215
Abundance Wealth Counselors
Pennsylvania
$1.11M +$15.9K +158 +1%
CH
1216
CDKV Holdings
Colorado
$1.11M +$1.11M +11,076 New
RTL
1217
Red Tortoise LLC
Georgia
$1.11M +$14.4K +144 +1%
VA
1218
VestGen Advisors
Illinois
$1.1M +$200K +1,989 +22%
PA
1219
PSI Advisors
Florida
$1.1M +$363K +3,619 +49%
DT
1220
DV Trading
Illinois
$1.1M +$1.11M +11,013 New
CWM
1221
Connecticut Wealth Management
Connecticut
$1.1M +$201 +2 +0%
AWM
1222
Aprio Wealth Management
Georgia
$1.1M +$502 +5 +0%
FPW
1223
Fairvoy Private Wealth
Alabama
$1.09M -$16.7K -166 -1%
ACA
1224
Aptus Capital Advisors
Alabama
$1.09M -$92.9K -926 -8%
EWM
1225
Empirical Wealth Management
Washington
$1.08M +$511K +5,092 +89%
47 48
49
50 51