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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1226
Garden State Investment Advisory Services
New Jersey
$1.08M +$520K +5,180 +92%
EA
1227
Eclectic Associates
California
$1.08M +$1.08M +10,797 New
FDW
1228
Fourth Dimension Wealth
Ohio
$1.08M +$853K +8,496 +371%
PSCM
1229
Per Stirling Capital Management
Texas
$1.07M +$98.3K +980 +10%
TCOTS
1230
Trust Company of the South
North Carolina
$1.07M +$679K +6,767 +171%
LA
1231
Lifeworks Advisors
Michigan
$1.07M +$2.91K +29 +0.3%
TFGT
1232
TS Financial Group (TSFG)
Illinois
$1.06M -$33.6K -335 -3%
DF
1233
Dunhill Financial
United Kingdom
$1.06M – – –
PIA
1234
Perennial Investment Advisors
California
$1.06M +$67.2K +670 +7%
SIS
1235
Sound Income Strategies
Florida
$1.06M +$236K +2,354 +29%
CCA
1236
Childress Capital Advisors
Texas
$1.05M +$138K +1,379 +15%
CFP
1237
Cascade Financial Partners
California
$1.05M -$327K -3,261 -24%
MSK
1238
Melissa S. Kampmann
$1.05M +$10K +100 +1%
CAS
1239
Coppell Advisory Solutions
Texas
$1.04M -$214K -2,137 -17%
NSIM
1240
North Star Investment Management
Illinois
$1.04M +$679K +6,762 +185%
LWL
1241
Leo Wealth LLC
Texas
$1.04M +$488K +4,863 +88%
BCM
1242
Brookmont Capital Management
Texas
$1.03M +$3.11K +31 +0.3%
BCM
1243
BTC Capital Management
Iowa
$1.03M -$1.2K -12 -0.1%
CCP
1244
Carmel Capital Partners
California
$1.03M +$151K +1,505 +17%
SFC
1245
Summit Financial Consulting
Michigan
$1.03M -$101K -1,003 -9%
BPWM
1246
Badgley Phelps Wealth Managers
Washington
$1.03M +$37.4K +373 +4%
SF
1247
Symphony Financial
Texas
$1.02M +$1.03M +10,233 New
EIP
1248
Ellis Investment Partners
Pennsylvania
$1.02M -$22.3K -222 -2%
FOA
1249
Five Oceans Advisors
California
$1.02M +$77.5K +772 +8%
AW
1250
Avion Wealth
Texas
$1.02M -$88.1K -878 -8%
48 49
50
51 52