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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LL
676
LPWM LLC
Minnesota
$1.44M -$129K -1,133 -8%
FG
677
Fiduciary Group
Georgia
$1.44M +$365K +3,201 +35%
EAMA
678
EFG Asset Management (Americas)
Florida
$1.42M -$104K -912 -7%
CFA
679
Carroll Financial Associates
North Carolina
$1.41M +$1.14M +9,971 +445%
WP
680
WealthPLAN Partners
Nebraska
$1.4M -$185K -1,619 -12%
BC
681
Burney Company
Virginia
$1.4M -$132K -1,156 -9%
CW
682
CreativeOne Wealth
Kansas
$1.36M +$176K +1,548 +15%
BOM
683
Bank of Marin
California
$1.36M +$16.4K +144 +1%
PAM
684
Peak Asset Management
Colorado
$1.36M -$489K -4,292 -27%
AM
685
Atwater Malick
Pennsylvania
$1.36M +$35.2K +309 +3%
FIB
686
First Interstate Bank
Montana
$1.36M -$83.2K -730 -6%
DBRC
687
D.B. Root & Company
Pennsylvania
$1.35M +$451K +3,954 +51%
SPA
688
Sentinel Pension Advisors
Massachusetts
$1.34M -$77.7K -682 -6%
5L
689
55I LLC
Massachusetts
$1.34M +$382K +3,349 +41%
BF
690
Blankinship & Foster
California
$1.34M -$40.2K -353 -3%
CCP
691
Corient Capital Partners
California
$1.33M -$38K -333 -3%
OCG
692
Opus Capital Group
Ohio
$1.32M -$103K -904 -7%
BA
693
Ballast Advisors
Minnesota
$1.31M +$57.6K +505 +5%
OIA
694
OneDigital Investment Advisors
Kansas
$1.3M +$1.71K +15 +0.1%
RCP
695
Rothschild Capital Partners
New York
$1.3M – – –
AF
696
AtlasMark Financial
Texas
$1.3M +$145K +1,273 +13%
DI
697
Disciplined Investments
Oklahoma
$1.29M +$975K +8,555 +322%
COF
698
Capital One Financial
Virginia
$1.28M +$1.27M +11,110 New
BCM
699
BTC Capital Management
Iowa
$1.27M – – –
SFG
700
SNS Financial Group
Minnesota
$1.25M -$139K -1,218 -10%
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