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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GPC
1001
Garrison Point Capital
California
$628K – – –
AIA
1002
Angeles Investment Advisors
California
$626K -$1.01M -8,700 -61%
MGI
1003
MayTech Global Investments
New York
$626K – – –
TNB
1004
Thomasville National Bank
Georgia
$622K +$145K +1,251 +30%
DIM
1005
Delta Investment Management
California
$621K +$631K +5,452 New
APW
1006
Aurora Private Wealth
New Jersey
$619K -$256K -2,212 -29%
CBN
1007
Cadence Bank NA
Texas
$618K – – –
WPC
1008
White Pine Capital
Minnesota
$618K – – –
TFS
1009
Thoroughbred Financial Services
Tennessee
$617K -$82.9K -716 -12%
RBA
1010
Richard Bernstein Advisors
New York
$612K -$21.7M -187,406 -97%
CTC
1011
Central Trust Company
Missouri
$612K -$143K -1,232 -19%
MIA
1012
MainStreet Investment Advisors
Illinois
$603K -$373K -3,220 -38%
FWP
1013
Firethorn Wealth Partners
Georgia
$602K +$406K +3,503 +196%
BA
1014
Bluesphere Advisors
Pennsylvania
$600K -$871K -7,522 -59%
LA
1015
Latitude Advisors
Florida
$598K -$21.7K -187 -3%
WCFA
1016
Walkner Condon Financial Advisors
Wisconsin
$598K +$2.44M +21,112 New
SFO
1017
Stokes Family Office
Louisiana
$594K +$398K +3,435 +193%
EWM
1018
Evercore Wealth Management
New York
$592K -$5.21K -45 -0.9%
PS
1019
Planned Solutions
California
$585K +$148K +1,278 +33%
FCA
1020
FinTrust Capital Advisors
South Carolina
$583K – – –
RWA
1021
River Wealth Advisors
Pennsylvania
$582K -$16.9K -146 -3%
DFG
1022
Demars Financial Group
Washington
$582K +$141K +1,220 +31%
PFC
1023
Phocas Financial Corp
California
$581K +$591K +5,103 New
SIA
1024
Strategic Investment Advisors
Michigan
$580K -$428K -3,698 -42%
W
1025
Wealthquest
Ohio
$575K -$247K -2,137 -30%
39 40
41
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