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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
901
FineMark National Bank & Trust
Florida
$2.31M -$44.6K -455 -2%
AA
902
Alesco Advisors
New York
$2.29M -$76.8K -784 -3%
NAM
903
NTV Asset Management
West Virginia
$2.28M -$96.5K -985 -4%
PA
904
Pinnacle Associates
New York
$2.27M -$20.3K -207 -0.9%
EF
905
Envision Financial
Wisconsin
$2.26M -$174K -1,771 -7%
MWM
906
Mission Wealth Management
California
$2.26M -$1.04M -10,575 -32%
GIA
907
Gladstone Institutional Advisory
Florida
$2.24M -$392K -4,001 -15%
LC
908
LCNB Corp
Ohio
$2.24M -$105K -1,072 -5%
EIA
909
Edgemoor Investment Advisors
Maryland
$2.23M -$60.8K -620 -3%
RWS
910
Retirement Wealth Solutions
Wisconsin
$2.22M +$79.1K +807 +4%
SHFA
911
SC&H Financial Advisors
Maryland
$2.22M +$130K +1,331 +6%
BFPW
912
BOK Financial Private Wealth
Colorado
$2.21M -$1.06M -10,863 -33%
DI
913
Diligent Investors
California
$2.2M -$2.63M -26,839 -55%
NWAG
914
Net Worth Advisory Group
Utah
$2.2M +$451K +4,606 +26%
SC
915
SouthState Corp
Florida
$2.18M -$149K -1,516 -6%
RWM
916
Rialto Wealth Management
New York
$2.18M +$55.1K +562 +3%
AWMS
917
Advocacy Wealth Management Services
Georgia
$2.18M – – –
SAF
918
Smith Anglin Financial
Texas
$2.18M -$195K -1,989 -8%
LEA
919
Legacy Edge Advisors
New York
$2.18M +$1.34M +13,628 +164%
MAWA
920
Moss Adams Wealth Advisors
Washington
$2.16M -$46.2K -471 -2%
PCWA
921
Pacific Capital Wealth Advisors
California
$2.14M -$2.44M -24,919 -53%
TSW
922
Thompson Siegel & Walmsley
Virginia
$2.13M +$78.7K +803 +4%
UAS
923
United Asset Strategies
New York
$2.13M -$521K -5,321 -20%
AWM
924
Aries Wealth Management
Maine
$2.13M +$89.8K +916 +4%
AWP
925
Ascent Wealth Partners
New York
$2.13M +$7.94K +81 +0.4%
35 36
37
38 39