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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
651
Bernardo Wealth Planning
Pennsylvania
$880K +$72.3K +661 +9%
CI
652
Cambiar Investors
Colorado
$879K -$39.4K -360 -4%
FCA
653
FinTrust Capital Advisors
South Carolina
$858K – – –
AWM
654
Avior Wealth Management
Nebraska
$856K +$841K +7,688 New
TF
655
Tompkins Financial
New York
$854K – – –
DI
656
DAGCO Inc
Ohio
$842K -$27.3K -250 -3%
LA
657
Lau Associates
Delaware
$835K – – –
SCM
658
Stordahl Capital Management
Colorado
$821K -$2.73K -25 -0.3%
CMP
659
Courage Miller Partners
Virginia
$819K -$2.04M -18,701 -72%
BI
660
Ballast Inc
Kentucky
$816K -$36.2K -331 -4%
NS
661
NewDay Solutions
New Hampshire
$810K +$797K +7,289 New
GCA
662
Gradient Capital Advisors
California
$806K -$40.9K -374 -5%
BPC
663
Banque Pictet & Cie
Switzerland
$805K – – –
PA
664
Pinnacle Associates
New York
$791K -$125K -1,145 -14%
BCM
665
Bluefin Capital Management
New York
$785K +$771K +7,050 New
PV
666
Private Vista
Illinois
$782K +$1.97K +18 +0.3%
SWM
667
Stockman Wealth Management
Montana
$778K – – –
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$776K -$107K -976 -12%
MOS
669
MGO One Seven
Ohio
$776K -$4.59K -42 -0.6%
EIP
670
Ellis Investment Partners
Pennsylvania
$774K +$8.53K +78 +1%
PWM
671
Paulson Wealth Management
Illinois
$770K -$72.5K -663 -9%
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$767K -$18.3K -167 -2%
TFGT
673
TS Financial Group (TSFG)
Illinois
$765K +$1.2K +11 +0.2%
PG
674
Patten Group
Tennessee
$758K +$213K +1,945 +40%
AIA
675
Avalon Investment & Advisory
Texas
$753K +$4.81K +44 +0.7%
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