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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1201
WT Wealth Management
Arizona
$382K +$35.3K +321 +10%
SAMC
1202
Spectrum Asset Management (California)
California
$381K -$2.63M -23,860 -87%
TFP
1203
Tilia Fiduciary Partners
North Carolina
$381K -$13K -118 -3%
CCA
1204
Cadent Capital Advisors
Oklahoma
$379K -$414K -3,762 -52%
RTS
1205
Round Table Services
New Jersey
$378K -$75.9K -690 -16%
WW
1206
Westshore Wealth
California
$377K -$76.6K -696 -17%
V
1207
VeraBank
Texas
$377K – – –
PHS
1208
Pekin Hardy Strauss
Illinois
$377K +$61K +554 +19%
KWA
1209
Kellett Wealth Advisors
Ohio
$376K -$308K -2,799 -44%
OWM
1210
OneAscent Wealth Management
Alabama
$376K +$386K +3,509 New
SC
1211
Stephens Consulting
Michigan
$376K -$604K -5,490 -61%
LHEI
1212
Leo H. Evart Inc
California
$375K +$1.1K +10 +0.3%
NP
1213
NorthRock Partners
Minnesota
$372K -$58.3K -530 -13%
CAM
1214
Cubic Asset Management
Massachusetts
$370K – – –
PBF
1215
Petix & Botte Financial
California
$367K +$177K +1,606 +88%
BCPWM
1216
Bradley & Co Private Wealth Management
Florida
$364K -$503K -4,570 -57%
GSAM
1217
Grant Street Asset Management
Pennsylvania
$364K -$183K -1,663 -33%
CHC
1218
City Holding Co
West Virginia
$363K -$44K -400 -11%
HIS
1219
Harvest Investment Services
Illinois
$362K +$330 +3 +0.1%
NEPPG
1220
New England Professional Planning Group
Rhode Island
$362K +$440 +4 +0.1%
EA
1221
Emerald Advisors
Washington
$361K +$49.2K +447 +15%
BWL
1222
Bogart Wealth LLC
Virginia
$358K -$5.06K -46 -1%
VCS
1223
Vaughan & Co Securities
New Jersey
$354K +$3.3K +30 +0.9%
KOC
1224
Koss-Olinger Consulting
Florida
$353K -$344K -3,127 -49%
CFA
1225
Compass Financial Advisors
Indiana
$353K -$1.43K -13 -0.4%
47 48
49
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