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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1801
IMA Advisory Services
Colorado
$59.9K +$59.2K +604 New
CPG
1802
Cornerstone Planning Group
New Jersey
$57.9K -$10.1K -103 -15%
HIA
1803
Harbor Investment Advisory
Maryland
$56.2K – – –
CPA
1804
Compass Planning Associates
Massachusetts
$55.6K -$347K -3,539 -86%
NWM
1805
Navigoe Wealth Management
California
$53K -$2.74K -28 -5%
MAFA
1806
MJT & Associates Financial Advisory
Minnesota
$52.2K -$4.31K -44 -8%
SC
1807
Steph & Co
Wisconsin
$51.2K +$9.11K +93 +22%
KGP
1808
Keystone Global Partners
Colorado
$50.6K -$20.7K -211 -29%
T
1809
Transce3nd
Texas
$48K +$21.8K +222 +85%
DFA
1810
DHJJ Financial Advisors
Illinois
$41K – – –
CHC
1811
City Holding Co
West Virginia
$40.9K -$29.3K -299 -42%
GC
1812
Gould Capital
Washington
$36.4K -$6.08K -62 -14%
C
1813
Covestor
United Kingdom
$35K -$2.65K -27 -7%
HBW
1814
Hazlett, Burt & Watson
West Virginia
$34K -$2.25K -23 -6%
RS
1815
Rakuten Securities
Japan
$33.4K -$59K -602 -64%
TFA
1816
Toth Financial Advisory
Virginia
$33.3K -$25.5K -260 -44%
CAM
1817
Chesapeake Asset Management
New York
$33.1K – – –
RBC
1818
Roble Belko & Company
Pennsylvania
$33K – – –
CWM
1819
Copia Wealth Management
Oregon
$32.8K -$5.68K -58 -15%
CWM
1820
Consultiva Wealth Management
Puerto Rico
$31.4K – – –
ADL
1821
Asset Dedication LLC
California
$31.3K -$39.8K -406 -56%
PMFA
1822
Plante Moran Financial Advisors
Michigan
$31.2K +$15.8K +161 +105%
BMC
1823
Bear Mountain Capital
Washington
$30.9K +$196 +2 +0.6%
EWA
1824
Elevate Wealth Advisory
Georgia
$30.9K – – –
WWMSC
1825
Wagner Wealth Management (South Carolina)
South Carolina
$30.3K – – –
71 72
73
74 75