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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1501
Meadow Creek Wealth Advisors
Georgia
$358K – – –
PJWM
1502
Philip James Wealth Mangement
Georgia
$357K – – –
PSA
1503
Plum Street Advisors
Louisiana
$357K -$74.9K -764 -18%
CAL
1504
Capital Advisors Ltd
Ohio
$357K +$392 +4 +0.1%
EWM
1505
Elevatus Welath Management
New York
$356K -$17M -173,293 -98%
SWP
1506
Semus Wealth Partners
Florida
$355K +$123K +1,260 +54%
MWM
1507
MGB Wealth Management
Texas
$354K +$351K +3,579 New
SF
1508
Strategent Financial
Virginia
$353K -$25.8K -263 -7%
PRA
1509
Pine Ridge Advisers
New York
$351K +$347K +3,543 New
CWS
1510
Cypress Wealth Services
California
$350K -$55.8K -569 -14%
AAS
1511
Annex Advisory Services
Wisconsin
$349K -$56.4K -576 -14%
WA
1512
WP Advisors
California
$349K -$4.79M -48,913 -93%
TWP
1513
Tempus Wealth Planning
California
$348K -$31.1K -317 -8%
LAM
1514
Lewis Asset Management
California
$348K +$344K +3,513 New
BWM
1515
Brickley Wealth Management
California
$348K +$27.2K +278 +9%
EFG
1516
Everhart Financial Group
Ohio
$346K -$6.96K -71 -2%
JFG
1517
Jefferies Financial Group
New York
$344K -$25.9K -264 -7%
CP
1518
Canopy Partners
Ohio
$342K – – –
EDRH
1519
Edmond de Rothschild Holding
Switzerland
$342K – – –
RBC
1520
Romano Brothers & Co
Illinois
$342K – – –
GFG
1521
GR Financial Group
Arizona
$341K -$73.2K -747 -18%
AC
1522
AlphaCore Capital
California
$340K +$296K +3,024 +741%
SWM
1523
Segment Wealth Management
Texas
$340K +$7.84K +80 +2%
NFA
1524
Northwest Financial Advisors
Virginia
$339K -$5.88K -60 -2%
SWA
1525
SOA Wealth Advisors
New York
$337K +$5.68K +58 +2%
59 60
61
62 63