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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
1251
Vaughan & Co Securities
New Jersey
$260K -$143K -1,214 -36%
MAS
1252
Managed Account Services
Florida
$258K -$39.8K -338 -13%
FMI
1253
F/M Investments
District of Columbia
$258K +$258K +2,186 New
QPWM
1254
Quadrant Private Wealth Management
Pennsylvania
$255K -$17.6K -149 -6%
IA
1255
Insight Advisors
Pennsylvania
$253K +$253K +2,144 New
SHWM
1256
Silicon Hills Wealth Management
Texas
$251K -$9.07K -77 -4%
BWFA
1257
Baltimore-Washington Financial Advisors
Maryland
$251K +$27.9K +237 +13%
VAM
1258
Verity Asset Management
North Carolina
$249K -$20.5M -173,694 -99%
TCM
1259
Tradewinds Capital Management
Washington
$249K -$2.69M -22,873 -92%
CSPIA
1260
Cary Street Partners Investment Advisory
Virginia
$248K -$313K -2,660 -56%
FDCDDQ
1261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K +$152K +1,292 +162%
DSC
1262
Duncker Streett & Co
Missouri
$246K +$353 +3 +0.1%
PFO
1263
Pathstone Family Office
New Jersey
$246K +$27.3K +232 +13%
TTWM
1264
TCV Trust & Wealth Management
Virginia
$244K – – –
FPGK
1265
Financial Partners Group (Kansas)
Kansas
$242K +$42.4K +360 +21%
JMF
1266
Johnson Midwest Financial
Iowa
$242K +$241K +2,044 New
VFM
1267
Vivid Financial Management
California
$241K -$13.7K -116 -5%
IBOK
1268
Independence Bank of Kentucky
Kentucky
$241K +$30.6K +260 +15%
RWG
1269
Ratio Wealth Group
Colorado
$240K +$239K +2,033 New
CCM
1270
Carlson Capital Management
Minnesota
$240K +$241K +2,049 New
CDIA
1271
Capital Directions Investment Advisors
Georgia
$238K -$62K -526 -21%
BFIM
1272
Beese Fulmer Investment Management
Ohio
$238K +$237K +2,010 New
MSWMA
1273
Market Street Wealth Management Advisors
Indiana
$237K -$1.06K -9 -0.4%
CI
1274
Cavalier Investments
Georgia
$234K -$610K -5,178 -72%
CASB
1275
Cape Ann Savings Bank
Massachusetts
$233K +$232K +1,970 New
49 50
51
52 53