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iShares Agency Bond ETF
AGZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
Bridge Advisory
California
$421K +$424K +3,518 New
BAM
77
BTS Asset Management
Massachusetts
$417K – – –
EA
78
Efficient Advisors
Ohio
$410K -$215K -1,783 -34%
PFG
79
Pacific Financial Group
Washington
$401K -$241 -2 -0.1%
TWM
80
TriaGen Wealth Management
California
$396K +$399K +3,316 New
SFG
81
SageGuard Financial Group
Tennessee
$395K +$397K +3,298 New
W
82
WealthOne
New York
$393K +$395K +3,285 New
CYG
83
Clean Yield Group
Vermont
$358K +$602 +5 +0.2%
MFG
84
MidWestOne Financial Group
Iowa
$350K -$116K -966 -25%
EWM
85
Evercore Wealth Management
New York
$338K – – –
TFA
86
Toth Financial Advisory
Virginia
$332K +$25.2K +209 +8%
BRWA
87
B. Riley Wealth Advisors
Florida
$318K -$9.03K -75 -3%
CA
88
CGN Advisors
Kansas
$316K +$318K +2,641 New
DCM
89
Donaldson Capital Management
Indiana
$299K – – –
DSAM
90
Dock Street Asset Management
Florida
$284K +$286K +2,373 New
DAS
91
Dynamic Advisor Solutions
Arizona
$277K +$4.09K +34 +1%
BAM
92
Belpointe Asset Management
Nevada
$250K +$252K +2,091 New
IA
93
IFG Advisory
Georgia
$246K +$29.7K +247 +14%
MA
94
MUFG Americas
New York
$240K +$33.3K +277 +16%
PFT
95
Providence First Trust
Arizona
$237K – – –
DIA
96
Dana Investment Advisors
Wisconsin
$230K +$14.4K +120 +7%
AFAS
97
Acorn Financial Advisory Services
Virginia
$228K +$229K +1,904 New
CFG
98
Citizens Financial Group
Rhode Island
$226K -$22.8K -189 -9%
APA
99
American Portfolios Advisors
New York
$220K – – –
ACP
100
Aveo Capital Partners
Colorado
$206K -$468K -3,889 -69%
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