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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
1401
Sterling Group Wealth Management
California
$641K +$56.2K +568 +10%
TWA
1402
Tulsa Wealth Advisors
Oklahoma
$640K -$13.2K -133 -2%
CA
1403
Cambridge Advisors
Nebraska
$639K – – –
T
1404
TrueFG
Texas
$637K -$989 -10 -0.2%
CFG
1405
Cooper Financial Group
California
$635K +$262K +2,652 +70%
HP
1406
Holistic Planning
Texas
$633K +$215K +2,175 +51%
KFP
1407
Kerr Financial Planning
California
$631K -$103K -1,041 -14%
JFA
1408
JNBA Financial Advisors
Minnesota
$631K -$2.58M -26,106 -80%
RWP
1409
Revolve Wealth Partners
New Jersey
$628K +$198 +2 +0%
SHIM
1410
Stone House Investment Management
Pennsylvania
$628K -$261K -2,640 -29%
ACM
1411
Andina Capital Management
Utah
$626K -$7.15M -72,253 -92%
RIM
1412
RW Investment Management
Idaho
$625K +$167K +1,687 +36%
BEC
1413
Blue Edge Capital
Virginia
$624K +$94K +950 +18%
IP
1414
Isthmus Partners
Wisconsin
$623K -$40K -404 -6%
GCA
1415
Gallagher Capital Advisors
Texas
$620K -$125K -1,260 -17%
CPBTD
1416
Central Pacific Bank - Trust Division
Hawaii
$619K – – –
FOA
1417
Five Oceans Advisors
California
$617K -$310K -3,137 -33%
DA
1418
Dover Advisors
Virginia
$617K – – –
MCA
1419
MSH Capital Advisors
Arizona
$616K -$12.8K -129 -2%
TCP
1420
TMB Capital Partners
Arkansas
$612K -$15.9K -161 -3%
ZWA
1421
Zinnia Wealth Advisory
Florida
$611K -$5.14K -52 -0.8%
TYCC
1422
Texas Yale Capital Corp
Florida
$609K +$68.8K +695 +13%
MPW
1423
MASECO Private Wealth
$608K +$693 +7 +0.1%
PPC
1424
Pennington Partners & Co
Maryland
$607K -$9.3K -94 -2%
SFFS
1425
Stonehage Fleming Financial Services
Jersey
$606K – – –
55 56
57
58 59