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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1151
NBT Bank
New York
$229K -$15.2K -130 -6%
ECA
1152
Elevated Capital Advisors
Utah
$227K +$224K +1,916 New
LA
1153
LVW Advisors
New York
$224K -$17.9K -153 -7%
FPCM
1154
Financial Partners Capital Management
New York
$224K – – –
CT
1155
Columbia Trust
Oregon
$224K +$222K +1,895 New
ARG
1156
Advisory Resource Group
Oklahoma
$222K -$1.29K -11 -0.6%
AWA
1157
Acorn Wealth Advisors
Michigan
$221K +$219K +1,874 New
BJ
1158
Brouwer & Janachowski
California
$220K -$5.03K -43 -2%
AFA
1159
American Financial Advisors
Georgia
$220K +$351 +3 +0.2%
HPC
1160
Hobart Private Capital
North Carolina
$218K +$216K +1,842 New
BCM
1161
Brasada Capital Management
Texas
$217K -$206K -1,762 -49%
TAM
1162
Townsend Asset Management
North Carolina
$217K +$49.9K +426 +30%
PFO
1163
Pathstone Family Office
New Jersey
$217K +$74.8K +639 +53%
CGFA
1164
Colton Groome Financial Advisors
North Carolina
$215K +$8.08K +69 +4%
SWA
1165
SFMG Wealth Advisors
Texas
$215K +$213K +1,818 New
CC
1166
Copperleaf Capital
North Carolina
$213K – – –
FANJ
1167
Financial Architects (New Jersey)
New Jersey
$213K – – –
SB
1168
Simmons Bank
Arkansas
$210K -$22.2K -190 -10%
RWM
1169
Reston Wealth Management
Virginia
$209K +$937 +8 +0.5%
SCM
1170
Silvant Capital Management
Georgia
$207K – – –
BO
1171
Bank OZK
Arkansas
$205K +$203K +1,730 New
ATPW
1172
Ashton Thomas Private Wealth
Arizona
$204K -$121K -1,036 -38%
APCM
1173
Alaska Permanent Capital Management
Alaska
$203K +$201K +1,715 New
BAM
1174
Beaumont Asset Management
Texas
$203K +$202K +1,723 New
FPGK
1175
Financial Partners Group (Kansas)
Kansas
$201K +$199K +1,701 New
45 46
47
48 49