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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1626
Evolution Wealth Advisors
Florida
$364K +$364K +3,677 New
SWA
1627
SOA Wealth Advisors
New York
$364K -$7.52K -76 -2%
SIS
1628
Strategic Investment Solutions
Illinois
$364K – – –
4A
1629
4Wealth Advisors
Illinois
$362K -$20.7K -209 -5%
HWM
1630
Hohimer Wealth Management
Washington
$362K +$361K +3,653 New
FMN
1631
Financial Management Network
California
$360K +$49.4K +499 +16%
NG
1632
Northstar Group
New York
$359K – – –
SP
1633
SIH Partners
Delaware
$358K – – –
PSA
1634
Plum Street Advisors
Louisiana
$357K -$6.73K -68 -2%
BFG
1635
Beacon Financial Group
Texas
$357K -$163K -1,649 -31%
CF
1636
Centaurus Financial
California
$357K +$31.8K +321 +10%
PJWM
1637
Philip James Wealth Mangement
Georgia
$357K – – –
EWM
1638
Endowment Wealth Management
Wisconsin
$354K +$18.3K +185 +5%
RT
1639
Rockland Trust
Massachusetts
$354K -$489K -4,947 -58%
PAA
1640
Peregrine Asset Advisers
Oregon
$354K -$1.29K -13 -0.4%
BFG
1641
Buttonwood Financial Group
Missouri
$354K +$354K +3,574 New
WPC
1642
Waters Parkerson & Co
Louisiana
$353K -$4.95K -50 -1%
GI
1643
GAMMA Investing
California
$353K +$320K +3,239 +994%
SWM
1644
SeaCrest Wealth Management
New York
$352K +$93.9K +949 +36%
AR
1645
Apeiron RIA
Texas
$352K +$21.3K +215 +6%
EFG
1646
Everhart Financial Group
Ohio
$351K +$12.5K +126 +4%
NWA
1647
Northwest Wealth Advisors
Washington
$349K +$132K +1,338 +61%
RA
1648
Rockingstone Advisors
Massachusetts
$346K – – –
SF
1649
Symphony Financial
Texas
$344K +$58.6K +592 +21%
TF
1650
Trek Financial
Arizona
$343K -$25.2M -254,435 -99%
64 65
66
67 68