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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
876
Ridgewood Investments
New Jersey
$304K +$25.6K +228 +9%
BWM
877
Brickley Wealth Management
California
$301K +$299K +2,656 New
JPLA
878
Joseph P. Lucia & Associates
New York
$300K +$42.7K +380 +17%
NSIM
879
North Star Investment Management
Illinois
$298K +$1.01K +9 +0.3%
HFA
880
Huber Financial Advisors
Illinois
$298K +$14.6K +130 +5%
NGA
881
Naples Global Advisors
Florida
$298K +$33.7K +300 +13%
WI
882
Wedgewood Investors
Pennsylvania
$297K -$1.12K -10 -0.4%
AEPG
883
American Economic Planning Group
New Jersey
$290K – – –
BFG
884
Beacon Financial Group
Texas
$289K – – –
B
885
Bridgeworth
Alabama
$288K +$286K +2,542 New
CAN
886
Claraphi Advisory Network
United States
$284K -$37.9K -337 -12%
SFSG
887
Stearns Financial Services Group
North Carolina
$284K -$23.5K -209 -8%
GJIC
888
Gamble Jones Investment Counsel
California
$284K +$1.01K +9 +0.4%
TCB
889
Texas Capital Bancshares
Texas
$283K -$17.9K -159 -6%
AWM
890
Avondale Wealth Management
Texas
$280K -$694K -6,177 -71%
BAM
891
Belpointe Asset Management
Nevada
$279K +$154K +1,369 +124%
S
892
Surevest
California
$272K +$271K +2,407 New
DCM
893
Dimension Capital Management
Florida
$271K +$1.35K +12 +0.5%
RCP
894
Rothschild Capital Partners
New York
$266K – – –
ACP
895
Arcus Capital Partners
Georgia
$265K +$23.3K +207 +10%
MWM
896
Meridian Wealth Management
Kentucky
$264K +$38.6K +343 +17%
CPA
897
Clear Perspective Advisors
Illinois
$261K – – –
SRC
898
Shufro Rose & Co
New York
$260K -$130K -1,154 -33%
HWA
899
HCR Wealth Advisors
California
$259K +$258K +2,298 New
RFN
900
RDA Financial Network
Iowa
$257K +$256K +2,280 New
34 35
36
37 38