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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1426
Dover Advisors
Virginia
$613K – – –
HWM
1427
Heirloom Wealth Management
Colorado
$612K +$616K +6,161 New
BCM
1428
Brasada Capital Management
Texas
$611K -$133K -1,328 -18%
T
1429
Tidemark
California
$610K +$104K +1,035 +20%
ABC
1430
Associated Banc-Corp
Wisconsin
$610K +$36.7K +367 +6%
MPW
1431
MASECO Private Wealth
$609K -$193K -1,931 -24%
SFFS
1432
Stonehage Fleming Financial Services
Jersey
$608K – – –
TPW
1433
Talon Private Wealth
Florida
$607K +$612K +6,118 New
SF
1434
SWP Financial
California
$603K +$313K +3,128 +106%
BWG
1435
Beta Wealth Group
California
$600K +$6K +60 +1%
IIA
1436
IPG Investment Advisors
California
$600K +$605K +6,044 New
EWA
1437
ERTS Wealth Advisors
Michigan
$597K – – –
CA
1438
Calton & Associates
Florida
$594K -$33.4K -334 -5%
CA
1439
Crewe Advisors
Utah
$593K -$11.1K -111 -2%
BWM
1440
BKM Wealth Management
Wisconsin
$591K +$9.3K +93 +2%
LA
1441
LVW Advisors
New York
$587K +$196K +1,962 +50%
UFA
1442
Uptown Financial Advisors
Texas
$587K +$25.3K +253 +4%
FCP
1443
Fidelis Capital Partners
Florida
$587K -$274K -2,743 -32%
SGWM
1444
Sterling Group Wealth Management
California
$586K – – –
TFG
1445
Tilson Financial Group
New Jersey
$583K -$92.7K -927 -14%
VFG
1446
Victory Financial Group
Texas
$581K +$5.1K +51 +0.9%
SHJ
1447
Sharkey, Howes & Javer
Colorado
$579K -$267K -2,665 -31%
UBG
1448
United Bank (Georgia)
Georgia
$575K – – –
WJA
1449
Willis Johnson & Associates
Texas
$574K +$33.4K +334 +6%
SFS
1450
Strategic Financial Services
New York
$572K +$577K +5,765 New
56 57
58
59 60