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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
576
Fort Point Capital Partners
California
$435K +$125K +1,147 +41%
IIA
577
IPG Investment Advisors
California
$433K +$432K +3,950 New
RCA
578
Rex Capital Advisors
Rhode Island
$430K – – –
CCM
579
Coe Capital Management
Illinois
$424K – – –
BOS
580
Bingham Osborn & Scarborough
California
$417K – – –
EAM
581
Evanson Asset Management
California
$412K +$60.6K +554 +17%
AF
582
Aldebaran Financial
$407K -$144K -1,318 -26%
CCFCSB
583
Cape Cod Five Cents Savings Bank
Massachusetts
$406K -$82K -750 -17%
SC
584
SouthState Corp
Florida
$406K +$405K +3,705 New
AWA
585
Artemis Wealth Advisors
New York
$405K -$251K -2,300 -38%
HIIFS
586
Harel Insurance Investments & Financial Services
Israel
$405K – – –
PAS
587
Park Avenue Securities
New York
$405K +$363K +3,317 New
CAMG
588
CWA Asset Management Group
Florida
$404K -$41.4K -379 -9%
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$402K -$38.3K -350 -9%
PSUF
590
People's United Financial
Connecticut
$401K +$14K +128 +4%
CC
591
Cedar Capital
Illinois
$398K +$7.98K +73 +2%
TCOT
592
Trust Company of Toledo
Ohio
$390K – – –
AIP
593
Almanack Investment Partners
Pennsylvania
$386K -$43.9K -402 -10%
NGA
594
Naples Global Advisors
Florida
$383K – – –
PWMAG
595
Pinnacle Wealth Management Advisory Group
New Jersey
$383K +$1.64K +15 +0.4%
TIM
596
Tortoise Investment Management
New York
$382K +$176K +1,610 +86%
DIA
597
Denver Investment Advisors
Colorado
$381K – – –
CAM
598
Cubic Asset Management
Massachusetts
$381K +$7.11K +65 +2%
RIM
599
Rampart Investment Management
Connecticut
$376K -$59.6K -545 -14%
GJIC
600
Gamble Jones Investment Counsel
California
$371K +$1.42K +13 +0.4%
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