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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1001
Independent Advisor Alliance
North Carolina
$301K -$20.1M -176,805 -99%
PHS
1002
Pekin Hardy Strauss
Illinois
$301K -$1.27M -11,155 -81%
NSIM
1003
North Star Investment Management
Illinois
$301K +$570 +5 +0.2%
CAMG
1004
CWA Asset Management Group
Florida
$300K -$3.58M -31,390 -92%
V
1005
Veritable
Delaware
$295K -$17.1K -150 -6%
WPC
1006
Waters Parkerson & Co
Louisiana
$295K -$1.14K -10 -0.4%
OFS
1007
OneAscent Financial Services
Alabama
$295K +$291K +2,552 New
GL
1008
Graypoint LLC
New York
$293K +$290K +2,545 New
SHWM
1009
Silicon Hills Wealth Management
Texas
$292K +$286K +2,509 +11,948%
WAM
1010
Weatherly Asset Management
California
$291K -$34.2K -300 -11%
BAS
1011
Brown Advisory Securities
Maryland
$290K -$191K -1,677 -40%
TCA
1012
Transcend Capital Advisors
New Jersey
$290K -$11.4K -100 -4%
CPSC
1013
Carl P. Sherr & Co
Massachusetts
$289K – – –
NPT
1014
Nixon Peabody Trust
Massachusetts
$288K -$862K -7,565 -75%
LFG
1015
LifePlan Financial Group
Ohio
$286K -$42.7K -375 -13%
AWM
1016
Avondale Wealth Management
Texas
$286K – – –
BWM
1017
Brickley Wealth Management
California
$283K -$309K -2,707 -52%
WAM
1018
Wealthspire Advisors (Maryland)
Maryland
$283K +$38.4K +337 +16%
WDL
1019
Well Done LLC
Michigan
$277K +$32K +281 +13%
HFA
1020
Huber Financial Advisors
Illinois
$275K +$14.8K +130 +6%
CCA
1021
Checchi Capital Advisers
California
$273K +$18.7K +164 +7%
DY
1022
Dowling & Yahnke
California
$270K -$36.6K -321 -12%
ODCM
1023
Old Dominion Capital Management
Virginia
$268K +$57K +500 +27%
CPA
1024
Clear Perspective Advisors
Illinois
$267K – – –
PWM
1025
Perigon Wealth Management
California
$267K +$8.78K +77 +3%
39 40
41
42 43