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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1201
Carmel Capital Partners
California
$885K +$53.4K +538 +6%
IPWA
1202
International Private Wealth Advisors
California
$885K -$8.73K -88 -1%
WC
1203
Whitney & Co
New York
$882K +$86.8K +875 +11%
RFA
1204
Reyes Financial Architecture
California
$881K – – –
UB
1205
UMB Bank
Missouri
$879K -$290K -2,927 -25%
WS
1206
Wedbush Securities
California
$875K -$78.5K -791 -8%
HIP
1207
HUB Investment Partners
Texas
$874K +$439K +4,422 +103%
FCP
1208
Fidelis Capital Partners
Florida
$868K -$47.5K -479 -5%
PWA
1209
Portus Wealth Advisors
North Carolina
$867K +$858K +8,651 New
AT
1210
American Trust
Kentucky
$866K +$175K +1,760 +26%
RF
1211
Rossby Financial
Florida
$860K +$100K +1,011 +13%
OGF
1212
Orin Green Financial
California
$859K -$11K -111 -1%
AA
1213
Armis Advisers
Georgia
$856K +$7.84K +79 +0.9%
HA
1214
Hanover Advisors
South Carolina
$856K +$224K +2,262 +36%
CPBTD
1215
Central Pacific Bank - Trust Division
Hawaii
$855K -$4.76K -48 -0.6%
OWM
1216
Orgel Wealth Management
Wisconsin
$854K +$49.3K +497 +6%
MSCM
1217
McElhenny Sheffield Capital Management
Texas
$850K -$17.3K -174 -2%
PP
1218
Patron Partners
Texas
$847K – – –
HFS
1219
Hoge Financial Services
Pennsylvania
$843K +$8.14K +82 +1%
CG
1220
Caprock Group
Idaho
$842K +$840K +8,469 New
VFP
1221
Vested Financial Planning
California
$836K +$191K +1,923 +30%
PFM
1222
Potomac Fund Management
Florida
$834K -$198 -2 -0%
FLPIM
1223
F.L. Putnam Investment Management
Massachusetts
$833K +$93.1K +938 +13%
P
1224
Pitcairn
Pennsylvania
$830K -$602K -6,070 -42%
PMWMG
1225
Parr McKnight Wealth Management Group
Minnesota
$826K -$202K -2,038 -20%
47 48
49
50 51