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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1576
Walkner Condon Financial Advisors
Wisconsin
$425K -$568K -5,661 -57%
BFG
1577
Birch Financial Group
New Hampshire
$424K -$31.4K -313 -7%
VCP
1578
Verus Capital Partners
Arizona
$421K +$63.6K +634 +18%
BFWM
1579
Bright Futures Wealth Management
New York
$420K +$209K +2,079 +98%
LCWP
1580
Legacy Capital Wealth Partners
Arkansas
$420K +$45.3K +451 +12%
HGA
1581
Hobbs Group Advisors
South Carolina
$419K -$258K -2,570 -38%
MFG
1582
Magnus Financial Group
New York
$418K +$114K +1,136 +37%
PWM
1583
Peak Wealth Management
New Hampshire
$417K +$419K +4,180 New
FFA
1584
Florida Financial Advisors
Florida
$416K +$85.8K +855 +26%
WTFG
1585
Wood Tarver Financial Group
Idaho
$416K -$2.31K -23 -0.5%
NWA
1586
New World Advisors
Massachusetts
$416K -$49.9K -497 -11%
HDIM
1587
Hanson & Doremus Investment Management
Vermont
$415K – – –
JBA
1588
Johnson Bixby & Associates
Washington
$413K – – –
KIM
1589
Kestra Investment Management
Texas
$413K -$100 -1 -0%
IWP
1590
Insight Wealth Partners
Texas
$412K – – –
CWA
1591
CJM Wealth Advisers
Virginia
$410K -$353K -3,513 -46%
ACM
1592
Advisors Capital Management
New Jersey
$409K +$411K +4,091 New
W
1593
WealthCollab
Washington
$408K – – –
EC
1594
EdgeRock Capital
Colorado
$407K – – –
PWA
1595
Principia Wealth Advisory
Texas
$404K +$206K +2,052 +103%
GF
1596
Goodman Financial
Texas
$404K +$406K +4,048 New
NDBT
1597
North Dallas Bank & Trust
Texas
$403K +$404K +4,030 New
SOS
1598
Silver Oak Securities
Tennessee
$402K -$10.2K -102 -2%
TPWM
1599
Torrey-Payne Wealth Management
California
$401K +$401K +4,000 New
MF
1600
Manuka Financial
Virginia
$400K -$6.92K -69 -2%
62 63
64
65 66