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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
651
Jaffetilchin Investment Partners
Florida
$2.51M +$1.44M +12,570 +141%
TFA
652
Tranquilli Financial Advisor
New Jersey
$2.51M +$29.1K +254 +1%
RFG
653
Range Financial Group
Oregon
$2.51M +$201K +1,751 +9%
IFAM
654
Institutional & Family Asset Management
Colorado
$2.5M -$157K -1,367 -6%
MWM
655
MorganRosel Wealth Management
Colorado
$2.49M +$576K +5,024 +30%
AWMG
656
Alliance Wealth Management Group
New Jersey
$2.48M +$1.6M +13,934 +185%
KPWS
657
Kestra Private Wealth Services
Texas
$2.44M -$6.68M -58,275 -73%
TSW
658
Thompson Siegel & Walmsley
Virginia
$2.43M +$17.5K +153 +0.7%
KIM
659
Karpus Investment Management
New York
$2.42M +$2.01M +17,575 +513%
PA
660
PFG Advisors
Arizona
$2.42M -$116K -1,009 -5%
CAM
661
Chandler Asset Management
California
$2.41M – – –
FC
662
FCA Corp
Texas
$2.39M +$201K +1,757 +9%
WMA
663
Wealth Management Associates
New Jersey
$2.39M +$221K +1,932 +10%
BJL
664
Brighton Jones LLC
Washington
$2.38M -$221K -1,929 -9%
CPO
665
Cerity Partners OCIO
New York
$2.37M -$537K -4,686 -19%
CGFA
666
Colton Groome Financial Advisors
North Carolina
$2.37M +$627K +5,470 +36%
RIG
667
Ramiah Investment Group
Wisconsin
$2.37M +$34.8K +304 +2%
AWE
668
Avidian Wealth Enterprises
Texas
$2.36M -$167K -1,455 -7%
MWM
669
Meridian Wealth Management
Kentucky
$2.34M +$98K +855 +4%
SW
670
StrongBox Wealth
Missouri
$2.33M -$1.9M -16,549 -45%
CRCM
671
Corbett Road Capital Management
Virginia
$2.31M -$397K -3,469 -15%
SMC
672
Smith, Moore & Co
Missouri
$2.31M -$14.7K -128 -0.6%
CCT
673
Chemung Canal Trust
New York
$2.31M +$2.29M +19,999 New
CST
674
Charles Schwab Trust
Nevada
$2.28M +$70.1K +612 +3%
KPW
675
Kore Private Wealth
New York
$2.28M -$37.2K -325 -2%
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