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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1251
Chartwell Investment Partners
Pennsylvania
$395K – – –
GWM
1252
GDS Wealth Management
Texas
$394K -$43.3K -448 -10%
HGWM
1253
Harvest Group Wealth Management
Massachusetts
$393K – – –
FI
1254
Financial Insights
Washington
$392K +$391K +4,040 New
BCM
1255
Bourgeon Capital Management
Connecticut
$391K +$390K +4,035 New
SL
1256
SWMG LLC
Texas
$391K -$58.8K -608 -13%
ECM
1257
Evergreen Capital Management
Washington
$391K -$96.7K -1,000 -20%
SSG
1258
Summit Securities Group
New York
$388K -$790K -8,170 -67%
FRA
1259
Frank Rimerman Advisors
California
$388K +$386K +3,996 New
AWM
1260
Arista Wealth Management
Nevada
$387K +$386K +3,993 New
DAM
1261
Delta Asset Management
Tennessee
$386K – – –
P
1262
&Partners
Tennessee
$385K -$11.3K -117 -3%
EAMA
1263
EFG Asset Management (Americas)
Florida
$384K – – –
KA
1264
Kooman & Associates
Pennsylvania
$383K +$381K +3,944 New
AFA
1265
Alpha Financial Advisors
North Carolina
$382K +$381K +3,939 New
SEA
1266
Stegent Equity Advisors
Texas
$382K +$108K +1,113 +39%
WFA
1267
Wade Financial Advisory
California
$382K -$16.2K -168 -4%
MLA
1268
My Legacy Advisors
Oregon
$381K +$134K +1,388 +57%
MA
1269
Momentum Advisors
New York
$380K +$145K +1,496 +62%
BWP
1270
BSW Wealth Partners
Colorado
$379K – – –
IFPG
1271
Intrepid Financial Planning Group
Indiana
$379K -$14.5K -150 -4%
CCM
1272
Colorado Capital Management
Colorado
$377K -$277K -2,864 -88%
FA
1273
Fortis Advisors
Pennsylvania
$375K -$680K -7,027 -64%
BEAM
1274
Baker Ellis Asset Management
Washington
$374K +$373K +3,860 New
FAG
1275
Fortitude Advisory Group
Washington
$374K +$6.87K +71 +2%
49 50
51
52 53