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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
501
Exchange Capital Management
Michigan
$5.4M -$51.1K -434 -0.9%
FNBT
502
FineMark National Bank & Trust
Florida
$5.39M +$104K +880 +2%
MCG
503
MACRO Consulting Group
New Jersey
$5.36M +$16.1K +137 +0.3%
CAGAS
504
Capital Advisory Group Advisory Services
Minnesota
$5.33M -$571K -4,850 -10%
SG
505
StoneX Group
New York
$5.27M +$951K +8,071 +22%
CAM
506
Cresset Asset Management
Illinois
$5.26M -$1.63M -13,801 -24%
TCBWMS
507
Texas Capital Bank Wealth Management Services
Texas
$5.25M -$83.8K -711 -2%
FCBT
508
First Citizens Bank & Trust
North Carolina
$5.22M +$1.73M +14,726 +50%
DWM
509
Dakota Wealth Management
Florida
$5.18M +$302K +2,566 +6%
MLFP
510
MPS Loria Financial Planners
Illinois
$5.16M +$243K +2,066 +5%
NL
511
NWAM LLC
Washington
$5.16M +$733K +6,221 +17%
SSW
512
Smith Shellnut Wilson
Mississippi
$5.14M +$4.52M +38,391 +747%
JHCP
513
Jackson Hole Capital Partners
Oklahoma
$5.13M +$14.1K +120 +0.3%
PWPCM
514
Perella Weinberg Partners Capital Management
New York
$5.12M +$1.71M +14,557 +51%
OCM
515
One Capital Management
California
$5.11M -$229K -1,943 -4%
GWMIA
516
Global Wealth Management Investment Advisory
Florida
$5.06M +$182K +1,541 +4%
WP
517
WealthSource Partners
California
$4.99M +$124K +1,053 +3%
RSWM
518
Robertson Stephens Wealth Management
California
$4.99M -$422K -3,584 -8%
ATC
519
Adirondack Trust Company
New York
$4.98M -$1.26M -10,731 -20%
CCM
520
Context Capital Management
California
$4.92M -$1.53M -13,000 -24%
GRP
521
Global Retirement Partners
California
$4.89M -$516K -4,383 -10%
HWA
522
Hillcrest Wealth Advisors
New Jersey
$4.85M +$159K +1,350 +3%
DC
523
Davenport & Co
Virginia
$4.84M +$2.63M +22,292 +119%
RWRC
524
R.W. Roge & Company
New York
$4.84M -$66.7K -566 -1%
TFCP
525
Twin Focus Capital Partners
Massachusetts
$4.8M +$153K +1,298 +3%
19 20
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