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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
401
Opus Capital Group
Ohio
$453K +$58.3K +530 +15%
FC
402
Forte Capital
New York
$451K -$34.3K -312 -7%
WIM
403
Windhaven Investment Management
Massachusetts
$449K -$24.3K -221 -5%
NES
404
New England Securities
New York
$447K -$24.1K -219 -5%
PAM
405
Peak Asset Management
Colorado
$442K +$442K +4,014 New
CNB
406
City National Bank
Delaware
$441K +$10.3K +94 +2%
DAS
407
Dynamic Advisor Solutions
Arizona
$425K +$424K +3,856 New
FIMS
408
FBL Investment Management Services
Iowa
$424K – – –
VIA
409
Vantage Investment Advisors
Pennsylvania
$424K – – –
LW
410
Linscomb Wealth
Texas
$423K -$95.7K -870 -18%
BSW
411
Buckingham Strategic Wealth
Missouri
$420K -$14.1K -128 -3%
SMC
412
Smith, Moore & Co
Missouri
$419K +$17.7K +161 +4%
RFS
413
Rockefeller Financial Services
New York
$416K – – –
AAM
414
Autus Asset Management
Arizona
$413K +$165K +1,500 +67%
ONB
415
Old National Bancorp
Indiana
$412K -$22K -200 -5%
BBA
416
BLB&B Advisors
Pennsylvania
$412K – – –
PCMC
417
Paragon Capital Management (Colorado)
Colorado
$409K -$5.94K -54 -1%
JWS
418
Juncture Wealth Strategies
Arizona
$408K +$407K +3,700 New
STMM
419
South Texas Money Management
Texas
$407K – – –
UR
420
USCA RIA
Texas
$402K +$199K +1,807 +98%
SC
421
SouthState Corp
Florida
$398K -$3.49M -31,692 -90%
BOS
422
Bingham Osborn & Scarborough
California
$396K +$62.9K +572 +19%
EAM
423
Evanson Asset Management
California
$389K +$47.6K +433 +14%
MIAN
424
Mariner Independent Advisor Network
Kansas
$382K +$382K +3,468 New
NAM
425
NTV Asset Management
West Virginia
$372K +$110 +1 +0%
15 16
17
18 19