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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1401
Wealthedge Investment Advisors
New York
$702K +$123K +1,223 +21%
ZWA
1402
Zinnia Wealth Advisory
Florida
$698K +$701K +6,984 New
KFP
1403
Kerr Financial Planning
California
$695K +$40.9K +408 +6%
LRIA
1404
Leonard Rickey Investment Advisors
Washington
$695K +$26.9K +268 +4%
PPC
1405
Pennington Partners & Co
Maryland
$695K -$87.3K -870 -11%
MCA
1406
MSH Capital Advisors
Arizona
$693K – – –
VIP
1407
Value Investment Professionals
New York
$689K +$693K +6,902 New
UFA
1408
Unify Financial Advisors
Florida
$689K +$692K +6,900 New
FA
1409
Fountainhead AM
New Jersey
$684K -$428K -4,263 -38%
EWA
1410
EverSource Wealth Advisors
Alabama
$683K +$391K +3,896 +132%
JESC
1411
J.E. Simmons & Co
Texas
$682K +$685K +6,825 New
TFG
1412
Tilson Financial Group
New Jersey
$679K +$301 +3 +0%
PP
1413
Postrock Partners
Oregon
$678K – – –
PNC
1414
Point Nemo Capital
Texas
$675K +$678K +6,761 New
PS
1415
Planned Solutions
California
$674K +$24K +239 +4%
LFA
1416
Legacy Financial Advisors
Kentucky
$673K +$676K +6,736 New
MW
1417
MBL Wealth
North Carolina
$673K +$210K +2,095 +45%
S
1418
SignatureFD
Georgia
$672K +$396K +3,944 +142%
D
1419
Dentgroup
Louisiana
$669K -$23.9K -238 -3%
JCM
1420
Jacobi Capital Management
Pennsylvania
$665K +$6.52K +65 +1%
MAS
1421
Madden Advisory Services
Florida
$663K -$25.7K -256 -4%
RPGK
1422
Retirement Planning Group (Kansas)
Kansas
$663K +$11.4K +114 +2%
VWM
1423
Vigilare Wealth Management
Arizona
$662K -$4.01K -40 -0.6%
CB
1424
Centennial Bank
Arkansas
$661K -$31K -309 -4%
ACM
1425
Aurdan Capital Management
Pennsylvania
$661K +$319K +3,178 +92%
55 56
57
58 59