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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1301
CX Institutional
Indiana
$346K -$92.4K -955 -21%
PPC
1302
Park Place Capital
Alabama
$345K +$344K +3,553 New
C1AG
1303
Client 1st Advisory Group
Florida
$343K +$342K +3,533 New
SWP
1304
Semus Wealth Partners
Florida
$342K +$341K +3,528 New
SIA
1305
SkyView Investment Advisors
New Jersey
$339K -$105K -1,084 -24%
FCAG
1306
First Capital Advisors Group
New Jersey
$339K +$337K +3,482 +29,017%
FHC
1307
First Heartland Consultants
Missouri
$338K -$111K -1,144 -25%
AIS
1308
American Investment Services
Massachusetts
$338K -$776K -8,020 -70%
TAM
1309
Todd Asset Management
Kentucky
$338K +$337K +3,480 New
DSA
1310
Droms Strauss Advisors
Missouri
$337K -$57.9K -599 -15%
BP
1311
BBR Partners
New York
$336K -$125K -1,290 -27%
VNA
1312
Valley National Advisers
Pennsylvania
$336K -$465K -4,810 -59%
RMC
1313
Regis Management Company
California
$336K – – –
BSB
1314
Bangor Savings Bank
Maine
$332K -$2.16M -22,367 -87%
CFA
1315
Compass Financial Advisors
Indiana
$332K +$870 +9 +0.3%
CHC
1316
City Holding Co
West Virginia
$331K -$48.8K -505 -13%
TFA
1317
Tranquilli Financial Advisor
New Jersey
$329K +$68.4K +707 +26%
CTA
1318
Colonial Trust Advisors
South Carolina
$327K -$15K -155 -4%
IWS
1319
Insight Wealth Strategies
California
$326K -$23.3K -241 -7%
AR
1320
Apeiron RIA
Texas
$324K +$83.9K +867 +35%
EAM
1321
Evanson Asset Management
California
$322K +$2.81K +29 +0.9%
BPCE
1322
Bank Pictet & Cie (Europe)
Germany
$321K – – –
CMP
1323
Courage Miller Partners
Virginia
$320K +$27.7K +286 +9%
CCG
1324
Coastwise Capital Group
California
$320K -$3K -31 -0.9%
LNB
1325
Ledyard National Bank
$318K +$317K +3,274 New
51 52
53
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