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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
976
Voya Financial Advisors
Connecticut
$1.3M -$94.7K -968 -7%
WGCA
977
Wolf Group Capital Advisors
Virginia
$1.3M – – –
PO
978
Private Ocean
California
$1.3M +$329K +3,364 +34%
KBFS
979
Kohmann Bosshard Financial Services
Ohio
$1.29M -$240K -2,453 -16%
RFG
980
Range Financial Group
Oregon
$1.28M +$41.7K +426 +3%
TWP
981
Total Wealth Planning
Ohio
$1.28M -$48.3K -494 -4%
PCMF
982
Private Capital Management (Florida)
Florida
$1.28M +$68.4K +699 +6%
TFGT
983
TS Financial Group (TSFG)
Illinois
$1.27M -$108K -1,104 -8%
PWG
984
Private Wealth Group
Florida
$1.27M – – –
FPGT
985
Financial Partners Group (Tennessee)
Tennessee
$1.27M -$277K -2,833 -18%
BFC
986
Blue Fin Capital
Rhode Island
$1.25M -$22K -225 -2%
CWA
987
Clearview Wealth Advisors
Oregon
$1.24M -$1.14M -11,613 -48%
GPA
988
Garrison Point Advisors
California
$1.24M +$58.2K +595 +5%
LJAC
989
L.J. Altfest & Co
New York
$1.24M +$5.48K +56 +0.4%
MWP
990
Madison Wealth Partners
Wisconsin
$1.23M -$328K -3,349 -21%
TTWM
991
TCV Trust & Wealth Management
Virginia
$1.23M – – –
AF
992
Apollon Financial
South Carolina
$1.22M -$65.8K -672 -5%
BG
993
Benedetti & Gucer
Georgia
$1.21M +$236K +2,414 +24%
SWA
994
Sax Wealth Advisors
New Jersey
$1.21M -$944K -9,644 -44%
SB
995
Strategic Blueprint
Georgia
$1.21M -$66.3K -677 -5%
NS
996
NBC Securities
Alabama
$1.21M -$13.6K -139 -1%
JCM
997
Jacobi Capital Management
Pennsylvania
$1.21M -$233K -2,381 -16%
CP
998
Castleview Partners
Texas
$1.2M -$1.57K -16 -0.1%
BCA
999
Bay Colony Advisors
Massachusetts
$1.2M -$18.1K -185 -1%
HIC
1000
Hartline Investment Corp
Illinois
$1.2M +$1.2M +12,285 New
38 39
40
41 42