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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.79M -$1.3M -13,434 -18%
4WM
602
49 Wealth Management
Texas
$5.75M +$5.76M +59,698 New
GBWM
603
Granite Bay Wealth Management
New Hampshire
$5.75M +$3.19M +33,042 +126%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$5.73M +$3.94M +40,818 +224%
BHBT
605
Burke & Herbert Bank & Trust
Virginia
$5.73M +$5.7M +59,005 New
VFA
606
Valeo Financial Advisors
Indiana
$5.67M +$1.24M +12,895 +28%
LW
607
Linscomb Wealth
Texas
$5.67M -$213K -2,211 -4%
FAT
608
First American Trust
California
$5.66M +$244K +2,530 +5%
NB
609
NBT Bank
New York
$5.66M +$672K +6,966 +14%
CFFNO
610
Common Fund For Nonprofit Organizations
Connecticut
$5.66M +$3.19M +33,073 +131%
TCB
611
Texas Capital Bancshares
Texas
$5.66M +$2.7M +27,947 +92%
FNBOO
612
First National Bank of Omaha
Nebraska
$5.64M +$674K +6,985 +14%
DW
613
Durante & Waters
New York
$5.61M +$743K +7,699 +15%
SMI
614
Shelter Mutual Insurance
Missouri
$5.6M – – –
NIM
615
NEOS Investment Management
Connecticut
$5.59M +$697K +7,221 +14%
AWM
616
Apollon Wealth Management
South Carolina
$5.58M -$27.7M -286,485 -83%
AG
617
AlTi Global
New York
$5.57M +$401K +4,152 +8%
BP
618
Ballentine Partners
Massachusetts
$5.45M -$139K -1,444 -3%
SAG
619
Spotlight Asset Group
Illinois
$5.44M -$369K -3,826 -6%
GWA
620
GGM Wealth Advisors
Maryland
$5.43M -$411K -4,256 -7%
TFF
621
The Family Firm
Maryland
$5.42M +$158K +1,638 +3%
NFG
622
Northeast Financial Group
Pennsylvania
$5.38M +$328K +3,397 +7%
FPCG
623
Forum Private Client Group
Indiana
$5.37M -$370K -3,838 -6%
DG
624
DMC Group
Alabama
$5.33M +$105K +1,085 +2%
ATS
625
Ashton Thomas Securities
New York
$5.33M +$1.97M +20,436 New
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