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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1251
Burney Company
Virginia
$554K +$12.9K +134 +2%
CMBA
1252
C.M. Bidwell & Associates
Hawaii
$551K -$216K -2,240 -28%
PS
1253
Planned Solutions
California
$551K -$36.9K -382 -6%
DWS
1254
Discipline Wealth Solutions
South Carolina
$550K +$547K +5,665 New
SXL
1255
Summit X LLC
Missouri
$550K +$63.3K +656 +13%
RMC
1256
Regis Management Company
California
$546K +$209K +2,160 +62%
AFA
1257
Alpha Financial Advisors
North Carolina
$545K +$17K +176 +3%
WAG
1258
Winthrop Advisory Group
Massachusetts
$544K +$257K +2,666 +91%
EWM
1259
Empirical Wealth Management
Washington
$543K +$27.7K +287 +5%
T
1260
TrueFG
Texas
$543K +$15K +155 +3%
EFA
1261
Edge Financial Advisors
Illinois
$542K +$539K +5,580 New
MWA
1262
MN Wealth Advisors
Kansas
$541K -$33.6K -348 -6%
RWP
1263
Revolve Wealth Partners
New Jersey
$541K +$25.4K +263 +5%
SCM
1264
Seascape Capital Management
New Hampshire
$537K -$94.7K -981 -15%
AAM
1265
Ameraudi Asset Management
New York
$536K – – –
SC
1266
Summa Corp
Texas
$534K +$145K +1,500 +38%
EFS
1267
Essex Financial Services
Connecticut
$529K +$27.2M +282,016 New
OPWM
1268
Oxinas Partners Wealth Management
Indiana
$527K -$4.55M -47,127 -90%
MSCM
1269
McElhenny Sheffield Capital Management
Texas
$525K +$7.92K +82 +2%
DW30
1270
Drucker Wealth 3.0
New Jersey
$523K +$520K +5,384 New
BL
1271
BFSG LLC
California
$522K +$23.6K +245 +5%
MWM
1272
Modern Wealth Management
Kansas
$520K +$52.7K +546 +11%
HIP
1273
HUB Investment Partners
Texas
$518K -$223K -2,313 -30%
RIG
1274
RiverFront Investment Group
Virginia
$516K -$38.1K -395 -7%
NG
1275
NWK Group
California
$508K +$12.5K +130 +3%
49 50
51
52 53