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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
726
Optas LLC
Texas
$4.3M +$42.2K +431 +1%
AP
727
Aspect Partners
Virginia
$4.29M +$334K +3,405 +9%
TT
728
TI-Trust
Illinois
$4.26M +$17.4K +178 +0.4%
JPLA
729
Joseph P. Lucia & Associates
New York
$4.25M +$228K +2,322 +6%
RWM
730
Raffa Wealth Management
District of Columbia
$4.24M +$124K +1,265 +3%
MPWT
731
MassMutual Private Wealth & Trust
Connecticut
$4.22M +$1.77M +18,086 +74%
RFO
732
RiverGlades Family Offices
Florida
$4.21M +$88.4K +902 +2%
KLCM
733
KG&L Capital Management
Louisiana
$4.2M -$259K -2,639 -6%
SB
734
Simmons Bank
Arkansas
$4.18M -$50.4K -514 -1%
CFG
735
Compton Financial Group
Maryland
$4.17M -$1.25M -12,791 -23%
WPW
736
Waldron Private Wealth
Pennsylvania
$4.17M -$413K -4,219 -9%
SW
737
Simplicity Wealth
New Jersey
$4.17M -$2.24M -22,826 -35%
TWM
738
Tradition Wealth Management
Minnesota
$4.17M -$277K -2,823 -6%
CWMS
739
Cannon Wealth Management Services
North Carolina
$4.16M +$122K +1,248 +3%
OC
740
Oarsman Capital
Wisconsin
$4.15M +$199K +2,030 +5%
BEC
741
Blue Edge Capital
Virginia
$4.15M +$4.1M +41,810 New
ASBI
742
American State Bank (Iowa)
Iowa
$4.08M -$1.91M -19,487 -32%
BIP
743
Blueprint Investment Partners
North Carolina
$4.06M +$4.01M +40,885 New
ATWA
744
Arbor Trust Wealth Advisors
Michigan
$4.06M -$1.25M -12,803 -24%
WWP
745
Wise Wealth Partners
Arizona
$4.03M +$3.75M +38,255 +1,604%
CAWM
746
Capital Advisors Wealth Management
Washington
$3.99M -$282K -2,875 -7%
PF
747
Penney Financial
Texas
$3.98M +$2.96M +30,202 +303%
IWB
748
Innovative Wealth Building
Maryland
$3.97M +$592K +6,042 +18%
CV
749
Counterweight Ventures
North Carolina
$3.95M +$50.1K +511 +1%
PFGIA
750
Patriot Financial Group Insurance Agency
Massachusetts
$3.95M +$483K +4,925 +14%
28 29
30
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