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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1226
Pictet North America Advisors
Switzerland
$409K – – –
CIP
1227
Chartwell Investment Partners
Pennsylvania
$406K – – –
PFA
1228
Pathway Financial Advisors
Vermont
$406K -$17.6M -177,976 -98%
FAG
1229
Fortitude Advisory Group
Washington
$405K +$21K +212 +5%
IWS
1230
Insight Wealth Strategies
California
$404K +$68.8K +696 +21%
3LCM
1231
3D/L Capital Management
Connecticut
$404K -$114K -1,151 -22%
NWMG
1232
National Wealth Management Group
Ohio
$403K +$401K +4,058 New
CC
1233
Cadinha & Co
Hawaii
$403K -$733K -7,416 -65%
SL
1234
SWMG LLC
Texas
$402K +$395 +4 +0.1%
SC
1235
Solstein Capital
California
$401K -$72.9K -738 -16%
P
1236
&Partners
Tennessee
$399K +$3.46K +35 +0.9%
PAG
1237
Paladin Advisory Group
Iowa
$399K +$396K +4,003 New
PPC
1238
Park Place Capital
Alabama
$399K +$44.4K +449 +13%
FRA
1239
Frank Rimerman Advisors
California
$398K – – –
AAG
1240
Armstrong Advisory Group
Massachusetts
$396K +$111K +1,127 +40%
DAM
1241
Delta Asset Management
Tennessee
$396K -$988 -10 -0.3%
AFM
1242
Andesa Financial Management
Pennsylvania
$395K +$205K +2,076 +42%
EAMA
1243
EFG Asset Management (Americas)
Florida
$394K – – –
WCG
1244
Weaver Consulting Group
California
$394K -$607K -6,137 -61%
YWM
1245
Yoder Wealth Management
California
$393K +$390K +3,943 New
BWP
1246
BSW Wealth Partners
Colorado
$392K +$2.37K +24 +0.6%
OL
1247
Optas LLC
Texas
$390K +$387K +3,912 New
EFG
1248
Ethos Financial Group
Pennsylvania
$388K -$152K -1,538 -28%
PMA
1249
Prudent Man Advisors
Illinois
$388K -$608K -6,152 -61%
FA
1250
Fortis Advisors
Pennsylvania
$387K +$1.88K +19 +0.5%
48 49
50
51 52