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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
201
Abound Wealth Management
Tennessee
$42.2M +$1.49M +15,038 +4%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$42M +$1.93M +19,471 +5%
MCM
203
MAI Capital Management
Ohio
$41.9M +$6.37M +64,159 +18%
LFS
204
Legacy Financial Strategies
Kansas
$41.8M +$1.78M +17,969 +5%
MWM
205
MTC Wealth Management
Florida
$41.7M -$248K -2,500 -0.6%
DWM
206
Dakota Wealth Management
Florida
$41.4M +$8.33M +83,911 +25%
AG
207
Ascent Group
Virginia
$41.4M +$189K +1,900 +0.5%
EH
208
Equitable Holdings
New York
$41.2M +$735K +7,405 +2%
FPCP
209
Fort Point Capital Partners
California
$41.2M +$2.04M +20,513 +5%
CM
210
Cornerstone Management
Georgia
$41.1M +$3.98M +40,119 +11%
EI
211
eCIO Inc
Wisconsin
$41M +$2.71M +27,351 +7%
CFFNO
212
Common Fund For Nonprofit Organizations
Connecticut
$41M +$11.1M +112,111 +38%
SPP
213
Single Point Partners
Massachusetts
$41M +$856K +8,627 +2%
VA
214
Vestwell Advisors
New York
$40.9M – – –
VC
215
Vicus Capital
Pennsylvania
$40.7M -$1.68M -16,959 -4%
DFC
216
DB Fitzpatrick & Co
Idaho
$40.7M -$551K -5,558 -1%
AFAS
217
Acorn Financial Advisory Services
Virginia
$40.6M +$1.33M +13,361 +3%
FHA
218
Flagship Harbor Advisors
Massachusetts
$40.6M +$3.14M +31,644 +8%
AIA
219
Arbor Investment Advisors
North Carolina
$40.4M +$346K +3,491 +0.9%
TWA
220
Tandem Wealth Advisors
Arizona
$40.3M +$2.78M +28,056 +7%
GRP
221
Global Retirement Partners
California
$40M +$1.58M +15,948 +4%
MOS
222
MGO One Seven
Ohio
$39.7M +$38.5M +387,954 +5,031%
BDF
223
Black Diamond Financial
Maryland
$39.6M +$7.13M +71,892 +22%
COI
224
Connable Office Inc
Michigan
$39.4M -$846K -8,524 -2%
PCG
225
Prosperity Consulting Group
Maryland
$39M +$1.08M +10,899 +3%
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