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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
826
DFPG Investments
Utah
$256K -$2.04K -19 -0.8%
RCP
827
Rothschild Capital Partners
New York
$256K +$252K +2,350 New
SFSG
828
Stearns Financial Services Group
North Carolina
$253K -$34K -317 -12%
CPA
829
Clear Perspective Advisors
Illinois
$252K – – –
NDSI
830
Newman Dignan & Sheerar Inc
Rhode Island
$252K +$107 +1 +0%
LF
831
Lantz Financial
Illinois
$251K +$247K +2,302 New
GA
832
Gateway Advisory
New Jersey
$250K -$32.5K -303 -12%
MCM
833
Mengis Capital Management
Oregon
$250K – – –
IWM
834
IHT Wealth Management
Illinois
$248K -$577K -5,381 -70%
LRIA
835
Leonard Rickey Investment Advisors
Washington
$248K +$244K +2,274 New
FAM
836
Foothills Asset Management
Arizona
$247K -$11.8K -110 -5%
SGCA
837
Steel Grove Capital Advisors
Tennessee
$247K – – –
JPLA
838
Joseph P. Lucia & Associates
New York
$246K +$243K +2,270 New
LA
839
LexAurum Advisors
Kansas
$245K -$22.9K -214 -9%
THWM
840
Taylor Hoffman Wealth Management
Virginia
$243K – – –
RFA
841
Reilly Financial Advisors
California
$243K +$965 +9 +0.4%
HFA
842
Huber Financial Advisors
Illinois
$243K +$1.18K +11 +0.5%
BHBT
843
Burke & Herbert Bank & Trust
Virginia
$241K -$9.54K -89 -4%
MAS
844
Managed Account Services
Florida
$239K +$237K +2,211 New
BJ
845
Brouwer & Janachowski
California
$238K – – –
FC
846
Ferris Capital
Massachusetts
$238K +$234K +2,186 New
AFM
847
Andesa Financial Management
Pennsylvania
$234K -$389K -3,630 -63%
OC
848
Oarsman Capital
Wisconsin
$234K -$46.2K -431 -17%
FMTC
849
Farmers & Merchants Trust Company
California
$234K +$230K +2,149 New
WDL
850
Well Done LLC
Michigan
$231K -$48.4K -451 -18%
32 33
34
35 36