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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1526
AmeriFlex Group
Nevada
$349K +$100K +1,009 +41%
EFG
1527
Everhart Financial Group
Ohio
$349K -$695 -7 -0.2%
SWA
1528
SOA Wealth Advisors
New York
$349K +$7.74K +78 +2%
WCG
1529
Weaver Consulting Group
California
$349K +$26.2K +264 +8%
GFG
1530
GR Financial Group
Arizona
$348K +$3.37K +34 +1%
JFG
1531
Jefferies Financial Group
New York
$348K +$99 +1 +0%
LAM
1532
Lewis Asset Management
California
$347K -$4.96K -50 -1%
NG
1533
Novem Group
New York
$346K +$108K +1,084 +46%
EDRH
1534
Edmond de Rothschild Holding
Switzerland
$346K – – –
CPCP
1535
Cedar Point Capital Partners
Iowa
$345K +$13.4K +135 +4%
WP
1536
Westmount Partners
California
$345K +$7.54K +76 +2%
ACM
1537
Aurdan Capital Management
Pennsylvania
$345K +$341K +3,437 New
WW
1538
Westshore Wealth
California
$340K +$99 +1 +0%
SEIA
1539
Signature Estate & Investment Advisors
California
$340K -$26.6K -268 -7%
WCWM
1540
Willow Creek Wealth Management
California
$339K – – –
WBC
1541
West Branch Capital
Massachusetts
$339K +$13.4K +135 +4%
NG
1542
Norden Group
Utah
$337K -$453K -4,566 -58%
FMP
1543
Financial Management Professionals
Texas
$336K -$99 -1 -0%
KFI
1544
Key Financial Inc
Pennsylvania
$336K +$151K +1,518 +83%
SWP
1545
Semus Wealth Partners
Florida
$335K -$23.3K -235 -7%
WIP
1546
WealthCare Investment Partners
Rhode Island
$334K +$331K +3,334 New
SIA
1547
Strategic Investment Advisors
Michigan
$333K +$4.2M +42,330 +1,453%
VCM
1548
Virtue Capital Management
Tennessee
$332K -$240K -2,419 -26%
FFA
1549
Florida Financial Advisors
Florida
$332K -$526K -5,301 -62%
RA
1550
Rise Advisors
New York
$329K +$13.5K +136 +4%
60 61
62
63 64