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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NEIRG
901
New England Investment & Retirement Group
Massachusetts
– -$944K -8,634 Closed
SCA
902
Sage Capital Advisors
South Dakota
– -$919K -8,404 Closed
ACM
903
Ashford Capital Management
Delaware
– -$914K -8,356 Closed
JG
904
Jefferies Group
New York
– -$865K -7,908 Closed
WC
905
Weil Company
California
– -$770K -7,045 Closed
FFA
906
First Foundation Advisors
California
– -$723K -6,616 Closed
EAM
907
Eagle Asset Management
Florida
– -$590K -5,503 Closed
BAM
908
Brave Asset Management
New Jersey
– -$561K -5,128 Closed
AB
909
AT Bancorp
Iowa
– -$543K -4,965 Closed
PCM
910
Pointe Capital Management
Michigan
– -$521K -4,768 Closed
AIFS
911
A&I Financial Services
Colorado
– -$512K -4,687 Closed
AWMG
912
Alliance Wealth Management Group
New Jersey
– -$465K -4,269 Closed
BAM
913
Belpointe Asset Management
Nevada
– -$445K -4,070 Closed
SG
914
Strid Group
Pennsylvania
– -$439K -4,012 Closed
RCA
915
Rex Capital Advisors
Rhode Island
– -$429K -3,925 Closed
NCM
916
Novare Capital Management
North Carolina
– -$423K -3,872 Closed
KTC
917
Kistler-Tiffany Companies
Pennsylvania
– -$390K -3,565 Closed
TCOT
918
Trust Company of Toledo
Ohio
– -$390K -3,563 Closed
SRC
919
Shufro Rose & Co
New York
– -$368K -3,365 Closed
FIM
920
Fernwood Investment Management
Massachusetts
– -$359K -3,282 Closed
CIM
921
Confluence Investment Management
Missouri
– -$338K -3,091 Closed
MWM
922
Meridian Wealth Management
Kentucky
– -$316K -2,895 Closed
MCIA
923
Mountain Capital Investment Advisors
Colorado
– -$307K -2,807 Closed
VCA
924
Verdence Capital Advisors
Maryland
– -$295K -2,700 Closed
SWM
925
Sequoia Wealth Management
Illinois
– -$281K -2,572 Closed
35 36
37
38 39