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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1251
Park Place Capital
Alabama
$399K +$6.92K +70 +2%
IDA
1252
Intelligence Driven Advisers
California
$398K -$223K -2,255 -35%
SIM
1253
SSI Investment Management
California
$397K -$7.61K -77 -2%
CC
1254
Cadinha & Co
Hawaii
$397K +$198 +2 +0%
WW
1255
Westshore Wealth
California
$396K -$149K -1,507 -27%
SL
1256
SWMG LLC
Texas
$395K +$297 +3 +0.1%
SC
1257
Solstein Capital
California
$394K – – –
EIA
1258
Edgemoor Investment Advisors
Maryland
$393K -$34.6K -350 -8%
WIA
1259
Westbourne Investment Advisors
Maryland
$393K -$30.1K -304 -7%
P
1260
&Partners
Tennessee
$392K – – –
FRA
1261
Frank Rimerman Advisors
California
$391K – – –
EP
1262
Essential Planning
New Hampshire
$390K +$21K +212 +6%
EFG
1263
Ethos Financial Group
Pennsylvania
$388K – – –
EAMA
1264
EFG Asset Management (Americas)
Florida
$388K – – –
ECI
1265
EFG Capital International
Florida
$388K +$391K +3,957 New
SPWG
1266
Syntegra Private Wealth Group
Missouri
$386K +$390K +3,945 New
AP
1267
Appleton Partners
Massachusetts
$386K -$98.3K -994 -20%
SLWA
1268
San Luis Wealth Advisors
California
$386K +$60.5K +612 +18%
BWP
1269
BSW Wealth Partners
Colorado
$386K – – –
TVAMP
1270
Tennessee Valley Asset Management Partners
Tennessee
$384K +$388K +3,925 New
BWM
1271
Brown Wealth Management
Illinois
$384K +$388K +3,924 New
BRM
1272
Boston Research & Management
Massachusetts
$383K -$55K -556 -12%
PMA
1273
Prudent Man Advisors
Illinois
$381K – – –
IFWM
1274
Institute for Wealth Management
Colorado
$380K -$211K -2,135 -35%
TBWA
1275
Three Bridge Wealth Advisors
California
$380K +$2.47K +25 +0.6%
49 50
51
52 53