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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Claro Advisors
Massachusetts
$1.05M +$235K +2,373 +28%
NWM
977
NEIRG Wealth Management
Massachusetts
$1.04M +$99.2K +1,003 +10%
GF
978
Gries Financial
Ohio
$1.04M -$13.4K -136 -1%
PRWA
979
Platte River Wealth Advisors
Colorado
$1.03M +$1.04M +10,490 New
LC
980
LCNB Corp
Ohio
$1.02M -$138K -1,393 -12%
FC
981
Financial Consulate
Maryland
$1.01M – – –
ICG
982
InterOcean Capital Group
Tennessee
$1.01M +$682K +6,898 +204%
PB
983
Pinnacle Bancorp
Nebraska
$999K +$125K +1,265 +14%
AWM
984
Accel Wealth Management
Iowa
$997K +$533K +5,393 +113%
USB
985
Union Savings Bank
Connecticut
$996K +$1.01M +10,200 New
CBFP
986
Cedar Brook Financial Partners
Ohio
$992K -$227K -2,301 -19%
NP
987
Nilsine Partners
Colorado
$991K -$26.8K -271 -3%
PCMF
988
Private Capital Management (Florida)
Florida
$988K +$21.6K +219 +2%
PWP
989
Phillips Wealth Planners
Mississippi
$979K +$3.76K +38 +0.4%
IW
990
Imprint Wealth
South Carolina
$977K -$90.6K -917 -8%
NFW
991
Noble Family Wealth
Florida
$975K -$14.9K -151 -1%
DWP
992
Daymark Wealth Partners
Ohio
$974K -$96.7K -978 -9%
PWMG
993
Provence Wealth Management Group
California
$970K +$17.1K +173 +2%
AFPL
994
Advus Financial Partners, LLC
Florida
$966K +$91.6K +927 +10%
FSG
995
Financial Strategies Group
Michigan
$956K -$114K -1,156 -11%
DC
996
Destiny Capital
Colorado
$956K +$655K +6,630 +212%
FA
997
Fountainhead AM
New Jersey
$953K +$89K +900 +10%
APW
998
Acima Private Wealth
Virginia
$947K -$51.1K -517 -5%
BFA
999
BMS Financial Advisors
South Dakota
$947K -$34K -344 -3%
BAAM
1000
Baker Avenue Asset Management
California
$947K -$223K -2,253 -19%
38 39
40
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