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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
976
Dearborn Partners
Illinois
$956K -$2.97K -26 -0.3%
CSB
977
City State Bank
Iowa
$953K +$956K +8,356 New
CFN
978
Cordasco Financial Network
Florida
$951K -$30.3K -265 -3%
CA
979
Clearstead Advisors
Ohio
$951K +$517K +4,515 +118%
NB
980
Northwest Bancshares
Pennsylvania
$949K -$190K -1,661 -17%
HFP
981
Holistic Financial Partners
Indiana
$949K -$3.77K -33 -0.4%
CCMD
982
Cypress Capital Management (Delaware)
Delaware
$947K +$949K +8,298 New
BOM
983
Bank of Marin
California
$946K -$152K -1,326 -14%
GBWM
984
Granite Bay Wealth Management
New Hampshire
$943K +$945K +8,262 New
CIR
985
Clear Investment Research
Georgia
$941K +$16.1K +141 +2%
WCFA
986
Walkner Condon Financial Advisors
Wisconsin
$940K +$209K +1,825 +28%
MOS
987
MGO One Seven
Ohio
$928K -$87.6K -766 -9%
BIAS
988
Beacon Investment Advisory Services
New Jersey
$928K -$22.8K -199 -2%
ECM
989
Evergreen Capital Management
Washington
$926K -$213K -1,866 -19%
NL
990
Navalign LLC
California
$920K -$432K -3,776 -32%
HIP
991
HUB Investment Partners
Texas
$917K -$205K -1,789 -18%
TDWM
992
Topel & Distasi Wealth Management
California
$914K +$916K +8,009 New
RPCA
993
Running Point Capital Advisors
California
$913K -$2.9M -25,365 -76%
LRPA
994
L. Roy Papp & Associates
Arizona
$912K – – –
SCM
995
Stordahl Capital Management
Colorado
$910K +$26.7K +233 +3%
BCPWM
996
Bradley & Co Private Wealth Management
Florida
$910K +$119K +1,044 +15%
AF
997
Apexium Financial
Texas
$907K -$1.49K -13 -0.2%
CFA
998
Capstone Financial Advisors
Illinois
$901K +$903K +7,896 New
MCM
999
McKinley Capital Management
Alaska
$899K +$30K +262 +3%
MSWMA
1000
Market Street Wealth Management Advisors
Indiana
$892K -$535K -4,673 -37%
38 39
40
41 42