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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
851
TFB Advisors
Kansas
$3.62M +$322K +3,207 +10%
IPW
852
Intergy Private Wealth
Colorado
$3.6M -$142K -1,412 -4%
MA
853
Maxele Advisors
Missouri
$3.59M -$11.7K -117 -0.3%
CTC
854
Central Trust Company
Missouri
$3.59M +$1.32M +13,151 +58%
VIPI
855
Vista Investment Partners II
Indiana
$3.56M +$308K +3,073 +9%
NI
856
NYL Investors
New York
$3.55M +$89.8K +895 +3%
PPF
857
Pacific Park Financial
California
$3.55M +$3.57M +35,534 New
TCK
858
Topor & Co Korea
$3.53M +$3.55M +35,354 New
JSAM
859
J. Safra Asset Management
New York
$3.53M +$610K +6,075 +21%
WS
860
Wilian Securities
Minnesota
$3.51M +$3.53M +35,138 New
FSG
861
Financial Strategies Group
Michigan
$3.51M +$702 +7 +0%
ASBI
862
American State Bank (Iowa)
Iowa
$3.5M +$360K +3,589 +11%
CFG
863
Compton Financial Group
Maryland
$3.46M -$706K -7,034 -17%
AO
864
Advisor OS
Illinois
$3.45M -$444K -4,429 -11%
CAM
865
Chandler Asset Management
California
$3.44M – – –
SW
866
Simplicity Wealth
New Jersey
$3.42M +$168K +1,672 +5%
BHBT
867
Burke & Herbert Bank & Trust
Virginia
$3.41M -$2.83M -28,207 -45%
ATC
868
Adirondack Trust Company
New York
$3.41M – – –
QFPS
869
Quantum Financial Planning Services
Washington
$3.4M +$3.41M +34,024 New
OPWM
870
Oxinas Partners Wealth Management
Indiana
$3.39M +$263K +2,625 +8%
EF
871
Envision Financial
Wisconsin
$3.35M +$723K +7,206 +27%
SWM
872
Stronghold Wealth Management
Florida
$3.34M +$3.36M +33,479 New
CPL
873
CAP Partners LLC
Tennessee
$3.29M +$259K +2,577 +8%
DWM
874
DecisionMap Wealth Management
Virginia
$3.29M +$231K +2,303 +8%
GFP
875
Gryphon Financial Partners
Ohio
$3.29M +$104K +1,036 +3%
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35
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