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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
1301
Stone House Investment Management
Pennsylvania
$891K +$7.63K +76 +0.9%
TWM
1302
Thrive Wealth Management
Pennsylvania
$891K -$230K -2,292 -20%
FF
1303
Finley Financial
Nevada
$890K – – –
CMBA
1304
C.M. Bidwell & Associates
Hawaii
$887K +$67.7K +675 +8%
GFA
1305
Gladwyn Financial Advisors
Virginia
$885K -$226K -2,250 -20%
CWA
1306
Crux Wealth Advisors
California
$884K -$606K -6,040 -41%
AWAU
1307
Alliance Wealth Advisors (Utah)
Utah
$883K -$254K -2,528 -22%
RFA
1308
Reyes Financial Architecture
California
$878K – – –
HWM
1309
HRC Wealth Management
Idaho
$873K -$9.43K -94 -1%
WA
1310
Winter & Associates
Minnesota
$873K +$877K +8,737 New
PMA
1311
Prudent Man Advisors
Illinois
$868K +$641K +6,390 +278%
RRA
1312
Red Reef Advisors
Florida
$865K +$869K +8,657 New
FCP
1313
Fidelis Capital Partners
Florida
$864K -$100 -1 -0%
VFP
1314
Vested Financial Planning
California
$864K +$31.2K +311 +4%
OFG
1315
Oxford Financial Group
Indiana
$863K +$776K +7,735 +853%
XT
1316
XTX Topco
Cayman Islands
$861K -$640K -6,378 -43%
MCM
1317
M1 Capital Management
Michigan
$858K +$148K +1,470 +21%
MC
1318
Matters Capital
Florida
$857K +$861K +8,585 New
TAM
1319
Titleist Asset Management
Texas
$856K +$95.7K +954 +13%
VCM
1320
Virtue Capital Management
Tennessee
$856K +$158K +1,576 +23%
LCGC
1321
Legacy Capital Group California
California
$854K +$858K +8,555 New
CG
1322
Caprock Group
Idaho
$853K +$7.53K +75 +0.9%
UB
1323
UMB Bank
Missouri
$853K -$23.2K -231 -3%
BDFN
1324
Bond & Devick Financial Network
Minnesota
$852K -$132K -1,317 -13%
HFS
1325
Hoge Financial Services
Pennsylvania
$851K +$11.1K +111 +1%
51 52
53
54 55