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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
I
851
INVST
Indiana
$1.57M +$1.01M +10,505 +170%
GSWM
852
Greenup Street Wealth Management
Michigan
$1.56M -$39.6K -411 -2%
CPCM
853
Cardinal Point Capital Management
Ontario, Canada
$1.56M – – –
AFG
854
Atomi Financial Group
New York
$1.56M +$846K +8,788 +113%
BFC
855
Blue Fin Capital
Rhode Island
$1.56M -$6.16K -64 -0.4%
SA
856
Strategic Advocates
Utah
$1.56M +$1.59M +16,544 New
RJTCONH
857
Raymond James Trust Company of New Hampshire
New Hampshire
$1.55M -$28.3K -294 -2%
LNWTC
858
Laird Norton Wetherby Trust Company
Washington
$1.55M -$122K -1,264 -7%
BCM
859
Bowie Capital Management
Texas
$1.55M – – –
KWMG
860
King Wealth Management Group
Florida
$1.55M -$118K -1,227 -7%
MWM
861
Mission Wealth Management
California
$1.53M -$764K -7,928 -33%
AWA
862
Aletheian Wealth Advisors
Washington
$1.53M -$21.3K -221 -1%
MAS
863
Madden Advisory Services
Florida
$1.53M -$599K -6,219 -28%
SHFA
864
SC&H Financial Advisors
Maryland
$1.52M +$90.1K +936 +6%
MIC
865
Means Investment Company
Maine
$1.52M -$50.9K -529 -3%
AWM
866
Avior Wealth Management
Nebraska
$1.51M +$88.2K +916 +6%
BI
867
Ballast Inc
Kentucky
$1.51M -$35.7K -371 -2%
CPRC
868
Consolidated Portfolio Review Corp
New York
$1.5M +$246K +2,553 +19%
DCC
869
Dow Chemical Company
Michigan
$1.5M – – –
BF
870
Blankinship & Foster
California
$1.5M +$3.95K +41 +0.3%
TIM
871
Total Investment Management
Arizona
$1.49M +$286K +2,967 +23%
CSPIA
872
Cary Street Partners Investment Advisory
Virginia
$1.49M +$75K +779 +5%
AAS
873
Annex Advisory Services
Wisconsin
$1.49M +$160K +1,663 +12%
SXL
874
Summit X LLC
Missouri
$1.48M -$458K -4,751 -23%
GBT
875
Grove Bank & Trust
Florida
$1.47M +$88.5K +919 +6%
33 34
35
36 37