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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
751
TrueWealth LLC
Georgia
$955K -$20.6K -183 -2%
LAS
752
Lloyd Advisory Services
Georgia
$943K +$946K +8,393 New
FFBTD
753
First Financial Bank - Trust Division
Ohio
$938K -$15.3K -136 -2%
NFG
754
Norris Financial Group
South Carolina
$936K +$939K +8,331 New
5L
755
55I LLC
Massachusetts
$910K -$2.64M -23,445 -74%
VF
756
Virtu Financial
New York
$895K +$277K +2,454 +45%
CFO
757
CVA Family Office
Colorado
$891K +$893K +7,928 New
CIA
758
Capital Investment Advisors
Georgia
$886K +$105K +931 +13%
PP
759
PDS Planning
Ohio
$883K -$3.15K -28 -0.4%
VFA
760
Valeo Financial Advisors
Indiana
$878K +$143K +1,269 +19%
DBRC
761
D.B. Root & Company
Pennsylvania
$870K -$219K -1,945 -20%
CWP
762
Capital Wealth Planning
Florida
$870K +$144K +1,281 +20%
AWA
763
Arete Wealth Advisors
Illinois
$864K -$388K -3,441 -31%
TA
764
TCG Advisors
Texas
$861K +$3.72K +33 +0.4%
FF
765
Friedenthal Financial
New Jersey
$855K -$90.7K -805 -10%
FCA
766
FinTrust Capital Advisors
South Carolina
$854K +$3.61K +32 +0.4%
EWM
767
Empirical Wealth Management
Washington
$853K -$67.4K -598 -7%
LA
768
Lau Associates
Delaware
$843K – – –
SWM
769
Stockman Wealth Management
Montana
$840K +$10.7K +95 +1%
SCM
770
Stordahl Capital Management
Colorado
$827K -$2.25K -20 -0.3%
AWMG
771
Alliance Wealth Management Group
New Jersey
$820K +$338 +3 +0%
GCA
772
Gradient Capital Advisors
California
$818K +$4.96K +44 +0.6%
MW
773
Marcum Wealth
Ohio
$816K +$819K +7,264 New
LWM
774
Lionsbridge Wealth Management
Florida
$807K +$805K +7,144 New
RFA
775
Reilly Financial Advisors
California
$801K +$1.69K +15 +0.2%
29 30
31
32 33