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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
901
NewEdge Wealth
Pennsylvania
$1.03M +$1.03M +8,758 New
BBNA
902
Bremer Bank National Association
Minnesota
$1.03M – – –
CF
903
Clarity Financial
Texas
$1.03M +$1.02M +8,693 New
CIA
904
Choate Investment Advisors
Massachusetts
$1.02M -$226K -1,922 -18%
SWM
905
Stockman Wealth Management
Montana
$1.01M +$97.7K +829 +11%
PA
906
Procyon Advisors
Connecticut
$1.01M +$109K +922 +12%
MIA
907
MainStreet Investment Advisors
Illinois
$1.01M -$850K -7,216 -46%
GFP
908
Gryphon Financial Partners
Ohio
$1M -$665K -5,643 -40%
CIC
909
Carnegie Investment Counsel
Ohio
$992K +$183K +1,550 +23%
CBT
910
Capital Bank & Trust
California
$990K +$987K +8,377 New
SWP
911
Strategic Wealth Partners
Ohio
$987K +$34.9K +296 +4%
LRPA
912
L. Roy Papp & Associates
Arizona
$987K +$324K +2,753 +49%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$965K -$3.09M -26,248 -76%
IDA
914
Intelligence Driven Advisers
California
$964K +$194K +1,645 +25%
LWA
915
LWS Wealth Advisors
New Jersey
$961K -$1.02M -8,637 -52%
AF
916
Apexium Financial
Texas
$960K -$4.24K -36 -0.4%
NA
917
Nottingham Advisors
New York
$956K – – –
FMN
918
Financial Management Network
California
$953K +$956K +8,117 New
MFG
919
Merit Financial Group
Georgia
$949K -$141K -1,195 -13%
BC
920
Burney Company
Virginia
$948K +$38.2K +324 +4%
BFG
921
Baron Financial Group
New Jersey
$943K +$696K +5,910 +286%
ODIJL
922
One Day In July LLC
Vermont
$936K +$707K +6,003 +313%
GEA
923
Glen Eagle Advisors
New Jersey
$936K +$80.8K +686 +9%
JFG
924
JMG Financial Group
Illinois
$934K +$931K +7,900 New
HT
925
Heritage Trust
Oklahoma
$927K +$15.2K +129 +2%
35 36
37
38 39