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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Cambridge Advisors
Nebraska
$912K – – –
PWPS
527
Pinnacle Wealth Planning Services
Ohio
$899K -$18.8K -177 -2%
SG
528
StoneX Group
New York
$881K +$59.2K +558 +7%
AIIMS
529
Analyst IMS Investment Management Services
Israel
$878K +$70.8K +667 +9%
LFG
530
LifePlan Financial Group
Ohio
$861K +$2.23K +21 +0.3%
G
531
GenTrust
Florida
$843K -$211K -1,987 -20%
FIM
532
Freedom Investment Management
Connecticut
$841K -$580K -5,467 -41%
GCA
533
Gradient Capital Advisors
California
$831K -$72.1K -680 -8%
ATC
534
Argent Trust Co
Tennessee
$824K -$55.7K -525 -6%
SP
535
Successful Portfolios
Florida
$811K -$1.7K -16 -0.2%
SCM
536
Stordahl Capital Management
Colorado
$805K -$57.4K -541 -7%
FFBTD
537
First Financial Bank - Trust Division
Ohio
$801K -$1.54M -14,547 -66%
WP
538
WealthPLAN Partners
Nebraska
$799K -$849 -8 -0.1%
RTS
539
Round Table Services
New Jersey
$791K – – –
CI
540
Cambiar Investors
Colorado
$790K – – –
CMBA
541
C.M. Bidwell & Associates
Hawaii
$784K -$7.21K -68 -0.9%
BJ
542
Brouwer & Janachowski
California
$784K +$512K +4,825 +185%
HWA
543
Heritage Wealth Advisors
Virginia
$772K +$14.2K +134 +2%
OWM
544
Orgel Wealth Management
Wisconsin
$772K +$33.6K +317 +5%
BPC
545
Banque Pictet & Cie
Switzerland
$763K – – –
BOTW
546
Bank of the West
California
$758K -$321K -3,023 -30%
TF
547
Tompkins Financial
New York
$754K – – –
NCM
548
New Capital Management
Texas
$751K +$7.85K +74 +1%
CFGF
549
Compass Financial Group (Florida)
Florida
$747K – – –
CAGAS
550
Capital Advisory Group Advisory Services
Minnesota
$734K +$47.7K +450 +7%
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22
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