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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
676
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.08M +$248K +2,467 +4%
VFA
677
Valeo Financial Advisors
Indiana
$6.07M +$89.5K +892 +1%
CSP
678
Cary Street Partners
Virginia
$6.02M +$1.11M +11,104 +23%
JIR
679
James Investment Research
Ohio
$6.02M +$443K +4,415 +8%
CW
680
CreativeOne Wealth
Kansas
$6.01M -$1.28M -12,723 -17%
EW
681
Element Wealth
Mississippi
$5.99M -$129K -1,281 -2%
RSEWM
682
River's Edge Wealth Management
Pennsylvania
$5.95M +$5.91M +58,925 New
OC
683
Oppenheimer & Co
New York
$5.94M -$5.16M -51,385 -46%
NS
684
NBC Securities
Alabama
$5.93M +$1.38M +13,724 +30%
JWM
685
JGP Wealth Management
Oregon
$5.89M +$1.05M +10,460 +22%
LNWTC
686
Laird Norton Wetherby Trust Company
Washington
$5.88M +$5.91M +58,853 New
VFIC
687
Valley Forge Investment Consultants
Pennsylvania
$5.84M +$209K +2,084 +4%
GBFP
688
Golden Bell Financial Planning
Georgia
$5.81M +$44.7K +445 +0.8%
IAA
689
Independent Advisor Alliance
North Carolina
$5.78M -$435K -4,331 -7%
SMI
690
Shelter Mutual Insurance
Missouri
$5.76M – – –
SG
691
Sharper & Granite
California
$5.75M +$809K +8,059 +16%
BAM
692
Belpointe Asset Management
Nevada
$5.72M -$199K -1,986 -3%
AWE
693
Avidian Wealth Enterprises
Texas
$5.71M -$336K -3,349 -6%
TFA
694
Tobias Financial Advisors
Florida
$5.7M -$136K -1,351 -2%
CMAI
695
Capital Management Associates Inc
Minnesota
$5.66M +$1.41M +14,084 +33%
AAS
696
Asset Allocation Strategies
Michigan
$5.65M -$2.69M -26,809 -32%
BIP
697
Blueprint Investment Partners
North Carolina
$5.62M -$273K -2,722 -5%
TC
698
Toews Corporation
New Jersey
$5.6M -$311K -3,100 -5%
CWA
699
Canvas Wealth Advisors
Kansas
$5.54M +$475K +4,735 +9%
AWM
700
Apollon Wealth Management
South Carolina
$5.54M -$272K -2,708 -5%
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