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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1051
Capital Investment Advisors
Georgia
$1.42M -$223K -2,282 -14%
WF
1052
Welch & Forbes
Massachusetts
$1.41M +$235K +2,403 +20%
PCM
1053
Presidio Capital Management
California
$1.41M -$213K -2,176 -13%
GC
1054
GatePass Capital
Ohio
$1.4M +$380K +3,889 +38%
HCM
1055
Howland Capital Management
Massachusetts
$1.38M +$11.3K +116 +0.8%
CCA
1056
Carrera Capital Advisors
Michigan
$1.36M +$319K +3,261 +31%
TVAMP
1057
Tennessee Valley Asset Management Partners
Tennessee
$1.35M -$559K -5,718 -30%
GPA
1058
Garrison Point Advisors
California
$1.35M +$28.8K +295 +2%
OWA
1059
One Wealth Advisors
California
$1.35M +$1.33M +13,609 New
FNWM
1060
Financial Network Wealth Management
Utah
$1.34M -$598K -6,120 -31%
CCP
1061
Clarity Capital Partners
California
$1.33M +$94.6K +968 +8%
OPWM
1062
Oxinas Partners Wealth Management
Indiana
$1.33M -$3.05M -31,199 -70%
BWP
1063
Balboa Wealth Partners
Arizona
$1.33M +$5.38K +55 +0.4%
CI
1064
CPR Investments
Michigan
$1.32M +$629K +6,434 +93%
FFB
1065
First Financial Bankshares
Texas
$1.32M +$1.31M +13,374 New
RW
1066
Rede Wealth
Virginia
$1.32M -$782 -8 -0.1%
KBFS
1067
Kohmann Bosshard Financial Services
Ohio
$1.31M +$1.07K +11 +0.1%
FWM
1068
Fonville Wealth Management
Virginia
$1.3M +$983K +10,053 +322%
PWMAG
1069
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M +$371K +3,796 +41%
PWP
1070
Phillips Wealth Planners
Mississippi
$1.29M -$215K -2,200 -14%
PGAM
1071
Princeton Global Asset Management
New Jersey
$1.29M -$2.44K -25 -0.2%
PWG
1072
Private Wealth Group
Florida
$1.28M – – –
WRPWM
1073
Werba Rubin Papier Wealth Management
California
$1.28M +$66.7K +682 +6%
CRC
1074
Curi RMB Capital
Illinois
$1.28M -$165K -1,689 -12%
KWMG
1075
King Wealth Management Group
Florida
$1.27M -$58.9K -602 -4%
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43
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