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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1451
Redwood Investment Management
Arizona
$624K +$627K +6,247 New
DA
1452
Dover Advisors
Virginia
$617K +$136K +1,360 +28%
MAM
1453
MMA Asset Management
Pennsylvania
$617K -$3.41K -34 -0.5%
NAS
1454
Nicolet Advisory Services
Wisconsin
$615K -$689K -6,867 -53%
PMWMG
1455
Parr McKnight Wealth Management Group
Minnesota
$615K -$208K -2,077 -25%
SFFS
1456
Stonehage Fleming Financial Services
Jersey
$612K +$615K +6,124 New
CA
1457
Crewe Advisors
Utah
$608K -$6.62K -66 -1%
BL
1458
BFSG LLC
California
$607K -$878K -8,747 -59%
IIM
1459
Invariant Investment Management
Pennsylvania
$606K +$607K +6,049 New
EWA
1460
ERTS Wealth Advisors
Michigan
$601K – – –
BWG
1461
Beta Wealth Group
California
$598K – – –
CB
1462
Cadence Bank
Mississippi
$594K +$58.7K +585 +11%
PWS
1463
Peterson Wealth Services
Utah
$594K +$500K +4,987 +519%
SFP
1464
Shepherd Financial Partners
Massachusetts
$594K -$62.4K -622 -9%
SGWM
1465
Sterling Group Wealth Management
California
$590K +$20.9K +208 +4%
BWM
1466
BKM Wealth Management
Wisconsin
$585K +$15.3K +152 +3%
BWAM
1467
Boyd Watterson Asset Management
Ohio
$584K +$583K +5,815 +19,383%
VFG
1468
Victory Financial Group
Texas
$580K +$118K +1,178 +25%
UBG
1469
United Bank (Georgia)
Georgia
$579K +$300K +2,992 +107%
ABC
1470
Associated Banc-Corp
Wisconsin
$577K – – –
OWP
1471
ORG Wealth Partners
Texas
$575K +$31K +309 +6%
OA
1472
Oak Associates
Ohio
$574K +$577K +5,751 New
CPW
1473
Crestmont Private Wealth
Texas
$573K +$576K +5,739 New
PWM
1474
Palumbo Wealth Management
New York
$573K +$575K +5,734 New
PIFP
1475
Partners in Financial Planning
Virginia
$570K +$2.11K +21 +0.4%
57 58
59
60 61