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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCIM
701
Red Cedar Investment Management
Michigan
$3.97M – – –
FIC
702
Family Investment Center
Missouri
$3.96M -$1.38M -14,339 -26%
AP
703
Aspect Partners
Virginia
$3.93M -$353K -3,661 -8%
NCG
704
Newport Capital Group
New Jersey
$3.93M +$3.91M +40,505 New
FWP
705
Family Wealth Partners
North Carolina
$3.93M +$129K +1,340 +3%
LWMT
706
Legacy Wealth Management (Tennessee)
Tennessee
$3.92M +$255K +2,645 +7%
RWM
707
Raffa Wealth Management
District of Columbia
$3.92M +$1.62M +16,830 +71%
RWM
708
RKL Wealth Management
Pennsylvania
$3.91M -$183K -1,891 -4%
MA
709
Modus Advisors
Minnesota
$3.91M +$73.5K +761 +2%
JWCA
710
J.W. Cole Advisors
Florida
$3.9M -$2.62M -27,168 -40%
PTC
711
Private Trust Company
Ohio
$3.89M +$195K +2,021 +5%
CT
712
Coastline Trust
Rhode Island
$3.89M -$460K -4,761 -11%
ATWA
713
Arbor Trust Wealth Advisors
Michigan
$3.87M +$446K +4,621 +13%
GBT
714
Grove Bank & Trust
Florida
$3.86M -$302K -3,132 -7%
PFG
715
Pinnacle Financial Group
Illinois
$3.83M +$132K +1,364 +4%
TT
716
TI-Trust
Illinois
$3.8M +$49.6K +514 +1%
BAWM
717
Bennett Associates Wealth Management
Pennsylvania
$3.78M +$102K +1,054 +3%
SAI
718
Savvy Advisors Inc
New York
$3.77M +$2.17M +22,523 +138%
LG
719
Leuthold Group
Minnesota
$3.76M – – –
ICMARC
720
International City Management Association Retirement Corp
District of Columbia
$3.74M -$10.5M -108,300 -74%
IIC
721
Ironwood Investment Counsel
Arizona
$3.72M -$5.66M -58,635 -60%
CT
722
Colonial Trust
South Carolina
$3.72M +$913K +9,460 +33%
EP
723
Edgestream Partners
New Jersey
$3.7M +$3.68M +38,165 New
TOTSC
724
Trustees of the Smith College
Massachusetts
$3.69M -$9.59M -99,393 -72%
RHP
725
Royal Harbor Partners
Texas
$3.67M -$9.61M -99,560 -72%
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