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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1126
Blueprint Investment Partners
North Carolina
$858K -$630K -6,530 -42%
BHB
1127
Bank Hapoalim BM
Israel
$852K – – –
WF
1128
Welch & Forbes
Massachusetts
$851K +$219K +2,268 +35%
LNWWM
1129
Laird Norton Wetherby Wealth Management
California
$851K -$26K -269 -3%
BWP
1130
BSW Wealth Partners
Colorado
$847K +$192K +1,989 +30%
RF
1131
RHS Financial
California
$840K -$120K -1,247 -13%
IPWA
1132
International Private Wealth Advisors
California
$837K +$85.5K +886 +11%
SW
1133
Simplicity Wealth
New Jersey
$836K +$299K +3,100 +56%
HIM
1134
Hanlon Investment Management
New Jersey
$834K +$318K +3,295 +62%
MW
1135
Maia Wealth
Colorado
$833K +$820K +8,498 New
WAAG
1136
Wealth Alliance Advisory Group
Kansas
$828K +$563K +5,832 +216%
IAG
1137
Investment Advisory Group
Massachusetts
$826K +$9.65K +100 +1%
PFA
1138
Pathway Financial Advisors
Vermont
$825K +$29.5K +306 +4%
USB
1139
Union Savings Bank
Connecticut
$821K -$87.6K -908 -10%
PIA
1140
Perennial Investment Advisors
California
$819K -$59.8K -619 -7%
WC
1141
Whitney & Co
New York
$814K +$15.1K +156 +2%
KBFS
1142
Kohmann Bosshard Financial Services
Ohio
$812K -$468K -4,848 -37%
CAM
1143
Cidel Asset Management
Ontario, Canada
$811K – – –
EFG
1144
Ethos Financial Group
Pennsylvania
$802K -$63.5K -658 -7%
BCM
1145
Brookmont Capital Management
Texas
$799K +$430K +4,458 +118%
PRWA
1146
Platte River Wealth Advisors
Colorado
$798K -$66.1K -685 -8%
GA
1147
GFS Advisors
Texas
$796K -$344K -3,563 -43%
ACGA
1148
Atlanta Consulting Group Advisors
Georgia
$783K +$278K +2,876 +55%
TAM
1149
Titleist Asset Management
Texas
$782K +$121K +1,252 +18%
FAM
1150
Flaharty Asset Management
Florida
$782K +$1.45K +15 +0.2%
44 45
46
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