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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1401
Talon Private Wealth
Florida
$651K +$45.1K +456 +7%
BCP
1402
Berkeley Capital Partners
Georgia
$649K +$6.13K +62 +1%
VFG
1403
Victory Financial Group
Texas
$648K +$68.6K +693 +12%
IIA
1404
IPG Investment Advisors
California
$647K +$49.1K +496 +8%
TWM
1405
Thrive Wealth Management
Pennsylvania
$647K +$1.58K +16 +0.2%
GWP
1406
Gen-Wealth Partners
Michigan
$647K -$7.65M -77,340 -92%
RW
1407
Regimen Wealth
Georgia
$646K -$23.4K -237 -4%
PWM
1408
PMG Wealth Management
Illinois
$643K – – –
SGWM
1409
Sterling Group Wealth Management
California
$641K +$56.2K +568 +10%
TWA
1410
Tulsa Wealth Advisors
Oklahoma
$640K -$13.2K -133 -2%
CA
1411
Cambridge Advisors
Nebraska
$639K – – –
T
1412
TrueFG
Texas
$637K -$989 -10 -0.2%
CFG
1413
Cooper Financial Group
California
$635K +$262K +2,652 +70%
HP
1414
Holistic Planning
Texas
$633K +$215K +2,175 +51%
KFP
1415
Kerr Financial Planning
California
$631K -$103K -1,041 -14%
JFA
1416
JNBA Financial Advisors
Minnesota
$631K -$2.58M -26,106 -80%
RWP
1417
Revolve Wealth Partners
New Jersey
$628K +$198 +2 +0%
SHIM
1418
Stone House Investment Management
Pennsylvania
$628K -$261K -2,640 -29%
ACM
1419
Andina Capital Management
Utah
$626K -$7.15M -72,253 -92%
RIM
1420
RW Investment Management
Idaho
$625K +$167K +1,687 +36%
BEC
1421
Blue Edge Capital
Virginia
$624K +$94K +950 +18%
IP
1422
Isthmus Partners
Wisconsin
$623K -$40K -404 -6%
GCA
1423
Gallagher Capital Advisors
Texas
$620K -$125K -1,260 -17%
CPBTD
1424
Central Pacific Bank - Trust Division
Hawaii
$619K – – –
FOA
1425
Five Oceans Advisors
California
$617K -$310K -3,137 -33%
55 56
57
58 59