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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1101
Jordan Park Group
California
$1.2M -$3.5M -35,519 -74%
BFC
1102
Blue Fin Capital
Rhode Island
$1.2M +$3.25K +33 +0.3%
TCM
1103
Tradewinds Capital Management
Washington
$1.2M +$1.21M +12,265 +14,601%
WRPWM
1104
Werba Rubin Papier Wealth Management
California
$1.19M +$26.4K +268 +2%
JIP
1105
Jaffetilchin Investment Partners
Florida
$1.18M +$351K +3,567 +41%
SSWM
1106
Sheets Smith Wealth Management
North Carolina
$1.18M -$1.1M -11,128 -48%
SCM
1107
Seascape Capital Management
New Hampshire
$1.17M +$798K +8,100 +203%
BP
1108
BBR Partners
New York
$1.17M -$106K -1,081 -8%
SA
1109
Sovran Advisors
California
$1.16M +$1.19M +12,058 New
AIA
1110
Affinity Investment Advisors
California
$1.15M – – –
EIP
1111
Ellis Investment Partners
Pennsylvania
$1.15M +$46.8K +475 +4%
WF
1112
Welch & Forbes
Massachusetts
$1.15M +$216K +2,193 +23%
SC
1113
Stephens Consulting
Michigan
$1.15M +$55.8K +567 +5%
TFGT
1114
TS Financial Group (TSFG)
Illinois
$1.14M -$24.8K -252 -2%
DWS
1115
Discipline Wealth Solutions
South Carolina
$1.14M -$503K -5,107 -30%
S
1116
SignatureFD
Georgia
$1.14M -$81.9K -832 -7%
TF
1117
TME Financial
California
$1.14M +$1.1M +11,212 New
VAG
1118
Vannoy Advisory Group
Texas
$1.13M +$29.3K +297 +3%
PMWMG
1119
Parr McKnight Wealth Management Group
Minnesota
$1.13M +$1.15M +11,639 New
FWM
1120
Forza Wealth Management
Florida
$1.12M -$14K -142 -1%
AF
1121
Apollon Financial
South Carolina
$1.12M +$12.3K +125 +1%
HIM
1122
Hanlon Investment Management
New Jersey
$1.12M -$36.7K -373 -3%
VFG
1123
V2 Financial group
Illinois
$1.12M -$26.6K -270 -2%
TTWM
1124
TCV Trust & Wealth Management
Virginia
$1.1M – – –
MPW
1125
Magnolia Private Wealth
Pennsylvania
$1.1M +$1.12M +11,333 New
43 44
45
46 47