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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1201
Foundations Investment Advisors
Arizona
$312K +$309K +2,698 New
WWM
1202
WT Wealth Management
Arizona
$312K +$310K +2,709 New
AUB
1203
Atlantic Union Bankshares
Virginia
$308K -$186K -1,620 -38%
PBF
1204
Petix & Botte Financial
California
$307K +$115 +1 +0%
SB
1205
Simmons Bank
Arkansas
$307K +$22.9K +200 +8%
CFA
1206
Cahill Financial Advisors
Minnesota
$306K +$21.9K +191 +8%
PWAG
1207
Polaris Wealth Advisory Group
California
$305K -$80.5K -703 -21%
WGCA
1208
Wolf Group Capital Advisors
Virginia
$304K -$60.3K -526 -17%
HCA
1209
Harbour Capital Advisors
Virginia
$304K – – –
WI
1210
Wedgewood Investors
Pennsylvania
$302K – – –
RWP
1211
RWA Wealth Partners
Massachusetts
$302K +$115 +1 +0%
PG
1212
Prostatis Group
Maryland
$301K -$2.22M -19,409 -88%
BDFN
1213
Bond & Devick Financial Network
Minnesota
$301K +$299K +2,606 New
PP
1214
Palladium Partners
Virginia
$296K +$4.35K +38 +2%
PHS
1215
Pekin Hardy Strauss
Illinois
$295K – – –
SF
1216
Symphony Financial
Texas
$292K -$9.97K -87 -3%
AFG
1217
Affinia Financial Group
Massachusetts
$292K – – –
WAM
1218
WNY Asset Management
New York
$291K – – –
NPT
1219
Nixon Peabody Trust
Massachusetts
$288K -$20.9K -182 -7%
SCM
1220
Spreng Capital Management
Ohio
$287K -$31.5K -275 -10%
UTC
1221
Unified Trust Company
Kentucky
$287K +$64.4K +562 +29%
RG
1222
Retirement Group
California
$286K -$47.4K -414 -14%
WC
1223
Westwind Capital
New Mexico
$286K -$15.1K -132 -5%
GL
1224
Graypoint LLC
New York
$286K +$37.4K +326 +15%
TF
1225
TimeScale Financial
Massachusetts
$285K -$61.2K -534 -18%
47 48
49
50 51