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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
826
O'Brien Wealth Partners
Massachusetts
$317K – – –
UBG
827
United Bank (Georgia)
Georgia
$315K -$22K -201 -7%
WAM
828
Weatherly Asset Management
California
$314K +$9.4K +86 +3%
DWT
829
Dorsey & Whitney Trust
South Dakota
$312K -$54.1K -495 -15%
GM
830
GeoWealth Management
Illinois
$312K +$306K +2,798 New
RSWM
831
Robertson Stephens Wealth Management
California
$309K +$303K +2,772 New
HPWM
832
Highland Private Wealth Management
Washington
$307K -$3.28K -30 -1%
SWRP
833
Summit Wealth & Retirement Planning
California
$306K +$300K +2,747 New
PGAM
834
Princeton Global Asset Management
New Jersey
$303K -$65.5K -599 -18%
SFSG
835
Stearns Financial Services Group
North Carolina
$303K +$43K +393 +17%
UFF
836
USA Financial Formulas
Michigan
$302K +$111K +1,014 +58%
SBIA
837
Sheaff Brock Investment Advisors
Indiana
$300K +$21.6K +198 +8%
OFS
838
OneAscent Financial Services
Alabama
$299K +$294K +2,685 New
TCB
839
Texas Capital Bancshares
Texas
$297K -$483K -4,421 -62%
IFWM
840
Institute for Wealth Management
Colorado
$295K -$9.21M -84,219 -97%
WI
841
Wedgewood Investors
Pennsylvania
$293K – – –
NSIM
842
North Star Investment Management
Illinois
$292K -$11.4K -104 -4%
GA
843
Gateway Advisory
New Jersey
$292K +$35.9K +328 +14%
CFIA
844
Cantor Fitzgerald Investment Advisors
New York
$288K -$13K -119 -4%
CCMG
845
Clark Capital Management Group
Pennsylvania
$288K -$7K -64 -2%
SWP
846
Strategic Wealth Partners
Ohio
$286K -$76.7K -701 -21%
AEPG
847
American Economic Planning Group
New Jersey
$286K -$8.2K -75 -3%
BFG
848
Beacon Financial Group
Texas
$284K +$16.1K +147 +6%
FANJ
849
Financial Architects (New Jersey)
New Jersey
$283K +$190K +1,737 +215%
GJIC
850
Gamble Jones Investment Counsel
California
$279K -$437 -4 -0.2%
32 33
34
35 36