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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1226
Fortitude Advisory Group
Washington
$603K -$17.6K -182 -3%
JF
1227
JSF Financial
California
$595K +$45.5K +471 +8%
PCMC
1228
Private Capital Management (Colorado)
Colorado
$594K +$121K +1,258 +26%
IWN
1229
Independent Wealth Network
Iowa
$591K -$22.5K -233 -4%
ICM
1230
IMS Capital Management
Oregon
$589K +$5.79K +60 +1%
RPGK
1231
Retirement Planning Group (Kansas)
Kansas
$584K -$2.01M -20,862 -78%
FAM
1232
Family Asset Management
South Carolina
$582K -$10K -104 -2%
PC
1233
Prairiewood Capital
North Dakota
$582K +$31.9K +330 +6%
XT
1234
XTX Topco
Cayman Islands
$579K +$576K +5,968 New
MA
1235
MONECO Advisors
Connecticut
$574K -$228K -2,367 -29%
LNB
1236
Ledyard National Bank
$572K -$51.5K -534 -8%
KFG
1237
Kingdom Financial Group
Arizona
$572K -$518K -5,371 -48%
BCP
1238
Berkeley Capital Partners
Georgia
$571K +$4.25K +44 +0.8%
HT
1239
Heritage Trust
Oklahoma
$569K -$101K -1,050 -15%
SWA
1240
Strategies Wealth Advisors
Michigan
$568K -$42.6K -441 -7%
FWP
1241
FAS Wealth Partners
Kansas
$568K +$8.98K +93 +2%
FA
1242
Fountainhead AM
New Jersey
$565K -$1.14M -11,796 -67%
RT
1243
Rockland Trust
Massachusetts
$564K -$27.2K -282 -5%
SS
1244
Sunbelt Securities
Texas
$561K -$148K -1,530 -21%
CCFM
1245
Clear Creek Financial Management
Washington
$560K -$109K -1,127 -16%
PAM
1246
Palisade Asset Management
Minnesota
$558K – – –
HWA
1247
HHM Wealth Advisors
Tennessee
$558K -$195K -2,023 -26%
NW
1248
Naviter Wealth
Arkansas
$557K -$6.85K -71 -1%
TCM
1249
Traynor Capital Management
Pennsylvania
$556K +$6.95K +72 +1%
RAS
1250
RPS Advisory Solutions
Kentucky
$555K +$551K +5,713 New
48 49
50
51 52