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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
651
Burke & Herbert Bank & Trust
Virginia
$6.25M +$60.7K +612 +1%
IAA
652
Independent Advisor Alliance
North Carolina
$6.24M +$106K +1,071 +2%
KA
653
Kovack Advisors
Florida
$6.16M +$369K +3,715 +6%
EW
654
Element Wealth
Mississippi
$6.14M -$6.25K -63 -0.1%
GAM
655
Gemmer Asset Management
California
$6.14M -$142K -1,427 -2%
WC
656
Waterloo Capital
Texas
$6.12M +$38.2K +385 +0.6%
AWE
657
Avidian Wealth Enterprises
Texas
$6.06M -$212K -2,134 -3%
VFA
658
Valeo Financial Advisors
Indiana
$6.01M +$524K +5,278 +10%
AA
659
Ancora Advisors
Ohio
$5.97M +$87.6K +883 +2%
BAM
660
Belpointe Asset Management
Nevada
$5.94M +$493K +4,967 +9%
TC
661
Toews Corporation
New Jersey
$5.93M -$665K -6,700 -10%
BIP
662
Blueprint Investment Partners
North Carolina
$5.91M +$1.79M +18,063 +44%
SGFG
663
Silver Grove Financial Group
New York
$5.9M +$5.83M +58,806 New
BFA
664
Blueprint Financial Advisors
North Carolina
$5.89M +$961K +9,683 +20%
MPPLM
665
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.86M +$230K +2,320 +4%
TFA
666
Tobias Financial Advisors
Florida
$5.86M +$44.1K +444 +0.8%
AWM
667
Apollon Wealth Management
South Carolina
$5.83M +$403K +4,062 +8%
GBFP
668
Golden Bell Financial Planning
Georgia
$5.79M -$245K -2,469 -4%
SMI
669
Shelter Mutual Insurance
Missouri
$5.78M – – –
GBT
670
Grove Bank & Trust
Florida
$5.72M +$78.8K +794 +1%
UB
671
Umpqua Bank
Oregon
$5.71M +$2.92M +29,437 +108%
KWA
672
Kingswood Wealth Advisors
California
$5.7M +$319K +3,217 +6%
VFIC
673
Valley Forge Investment Consultants
Pennsylvania
$5.65M +$10.8K +109 +0.2%
CAM
674
Creekmur Asset Management
Illinois
$5.63M -$441K -4,441 -7%
EPW
675
Endeavor Private Wealth
Kansas
$5.61M +$3.64M +36,651 +190%
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