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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
576
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.77M +$2.15M +22,349 +79%
AWE
577
Avidian Wealth Enterprises
Texas
$4.76M -$175K -1,819 -3%
CCM
578
Canal Capital Management
Virginia
$4.76M +$1.22M +12,673 +33%
MPW
579
MGO Private Wealth
California
$4.76M -$282K -2,923 -5%
TFF
580
The Family Firm
Maryland
$4.75M -$80.3K -834 -2%
CRI
581
Commonwealth Retirement Investments
Virginia
$4.71M +$186K +1,930 +4%
CAM
582
Cresset Asset Management
Illinois
$4.71M +$27.6K +287 +0.6%
SFS
583
Security Financial Services
Indiana
$4.71M -$1.64M -17,040 -25%
FA
584
Fiduciary Alliance
South Carolina
$4.69M +$325K +3,375 +7%
CT
585
Caldwell Trust
Florida
$4.69M -$629K -6,532 -12%
SFG
586
Summit Financial Group
West Virginia
$4.68M -$87.6K -910 -2%
RA
587
RFG Advisory
Alabama
$4.67M -$3.17M -32,904 -40%
WA
588
WBH Advisory
Maryland
$4.66M -$920K -9,551 -16%
FA
589
Flagstar Advisors
New York
$4.65M +$1.42M +14,762 +43%
RWPA
590
Richard W. Paul & Associates
Michigan
$4.63M +$4.69M +48,671 +9,235%
DL
591
DOHJ LLC
Washington
$4.6M +$26.1K +271 +0.6%
HWA
592
Hillcrest Wealth Advisors
New Jersey
$4.56M +$568K +5,900 +14%
ODIJL
593
One Day In July LLC
Vermont
$4.56M +$278K +2,886 +6%
MFG
594
Mainsail Financial Group
Washington
$4.46M +$2.26M +23,464 +96%
BCM
595
Beaumont Capital Management
Massachusetts
$4.46M +$1.43M +14,900 +46%
AAP
596
Arax Advisory Partners
Colorado
$4.41M -$78.5K -815 -2%
SB
597
Simmons Bank
Arkansas
$4.39M -$2.93M -30,389 -39%
SHIM
598
Stone House Investment Management
Pennsylvania
$4.38M -$4.41M -45,810 -50%
PIA
599
Panoramic Investment Advisors
Colorado
$4.33M +$4.44M +46,077 New
RWM
600
RKL Wealth Management
Pennsylvania
$4.31M +$11.2K +116 +0.3%
22 23
24
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