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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1426
MidAtlantic Capital Management
Virginia
$604K +$132K +1,332 +28%
SFP
1427
Shepherd Financial Partners
Massachusetts
$595K -$204K -2,063 -26%
BWG
1428
Beta Wealth Group
California
$592K -$6.33K -64 -1%
BL
1429
BFSG LLC
California
$592K +$23.6K +239 +4%
CA
1430
Crewe Advisors
Utah
$591K – – –
CWM
1431
Cornerstone Wealth Management
Missouri
$589K +$34.2K +346 +6%
UFA
1432
Uptown Financial Advisors
Texas
$585K +$198 +2 +0%
FCP
1433
Fidelis Capital Partners
Florida
$585K – – –
CA
1434
Calton & Associates
Florida
$582K -$10.9K -110 -2%
TFG
1435
Tilson Financial Group
New Jersey
$581K +$198 +2 +0%
SF
1436
SWP Financial
California
$581K -$20.8K -210 -3%
APW
1437
Axim Planning & Wealth
Ohio
$578K -$55.8K -564 -9%
EWA
1438
ERTS Wealth Advisors
Michigan
$575K -$19.8K -200 -3%
RIM
1439
Redwood Investment Management
Arizona
$575K -$86.4K -873 -13%
HHGA
1440
Halbert Hargrove Global Advisors
California
$572K +$109K +1,099 +24%
SFS
1441
Strategic Financial Services
New York
$571K – – –
OA
1442
Oak Associates
Ohio
$569K – – –
LS
1443
LCW Services
Virginia
$569K +$9.3K +94 +2%
FF
1444
Farrell Financial
New York
$568K -$54.2K -548 -9%
PWM
1445
Power Wealth Management
Georgia
$568K +$26.4K +267 +5%
PIFP
1446
Partners in Financial Planning
Virginia
$567K +$1.58K +16 +0.3%
PF
1447
PlanWiser Financial
Colorado
$566K -$158K -1,595 -22%
PWM
1448
Palumbo Wealth Management
New York
$565K -$2.38K -24 -0.4%
AAMC
1449
Asset Allocation & Management Company
Illinois
$563K – – –
AWA
1450
Acorn Wealth Advisors
Michigan
$562K -$220K -2,227 -28%
56 57
58
59 60