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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1826
Dogwood Wealth Management
Kansas
$230K -$212K -2,143 -48%
CFG
1827
Cassilly Financial Group
Maryland
$229K – – –
HOWA
1828
Heritage Oak Wealth Advisors
Florida
$228K +$22.9K +231 +11%
PRAG
1829
Portfolio Resources Advisor Group
Florida
$227K -$2.16M -21,848 -90%
OWP
1830
Obermeyer Wealth Partners
Colorado
$227K -$13.8K -139 -6%
MFG
1831
Magnus Financial Group
New York
$226K -$2.18K -22 -1%
FFA
1832
Fortune Financial Advisors
Kansas
$225K – – –
BIG
1833
Brookwood Investment Group
Arizona
$225K -$232K -2,345 -51%
SWM
1834
Silverlake Wealth Management
Vermont
$224K +$8.9K +90 +4%
BPC
1835
Banque Pictet & Cie
Switzerland
$224K – – –
AFA
1836
American Financial Advisors
Georgia
$223K +$3.76K +38 +2%
DWM
1837
Daner Wealth Management
Georgia
$223K – – –
CAC
1838
Certified Advisory Corp
Florida
$223K -$297 -3 -0.1%
VWWMG
1839
Vermillion & White Wealth Management Group
Pennsylvania
$222K +$222K +2,243 New
XWL
1840
XXI Wealth LLC
Illinois
$222K +$222K +2,240 New
IAAG
1841
Innovative Asset Advisors Group
Connecticut
$221K – – –
VPWA
1842
Vestia Personal Wealth Advisors
Indiana
$220K +$2.97K +30 +1%
3AM
1843
3EDGE Asset Management
Florida
$219K – – –
SOWAS
1844
Silver Oak Wealth Advisors Services
California
$219K +$219K +2,212 New
SFG
1845
SageGuard Financial Group
Tennessee
$218K -$7.72K -78 -3%
KFGK
1846
Keystone Financial Group (Kentucky)
Kentucky
$218K +$495 +5 +0.2%
EFS
1847
Essex Financial Services
Connecticut
$216K +$6.33K +64 +3%
RMC
1848
Ring Mountain Capital
California
$214K – – –
SCM
1849
Spreng Capital Management
Ohio
$213K – – –
AF
1850
ASL Financial
California
$213K – – –
72 73
74
75 76