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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1326
Badgley Phelps Wealth Managers
Washington
$287K -$66.2K -687 -18%
IFO
1327
Independent Family Office
New York
$285K – – –
AP
1328
Americana Partners
Texas
$285K +$292K +3,032 New
C1AG
1329
Client 1st Advisory Group
Florida
$284K -$60.3K -626 -17%
CFA
1330
Cahill Financial Advisors
Minnesota
$283K -$75.1K -780 -21%
HCMG
1331
Howard Capital Management Group
California
$282K – – –
SIA
1332
SkyView Investment Advisors
New Jersey
$282K -$317K -3,292 -52%
KL
1333
KWMG LLC
Kansas
$280K -$85.9K -892 -23%
JPLA
1334
Joseph P. Lucia & Associates
New York
$279K +$1.45K +15 +0.5%
MPCG
1335
Matrix Private Capital Group
New York
$272K – – –
IFWM
1336
Institute for Wealth Management
Colorado
$272K -$95.5K -992 -26%
JWM
1337
Jessup Wealth Management
Ohio
$270K -$254K -2,641 -48%
JIC
1338
Joel Isaacson & Co
New York
$270K +$2.21K +23 +0.8%
DSA
1339
Droms Strauss Advisors
Missouri
$269K +$14K +145 +5%
PMG
1340
ProVise Management Group
Florida
$269K -$1.39M -14,428 -83%
JFA
1341
JNBA Financial Advisors
Minnesota
$268K +$274K +2,848 New
FSA
1342
Financial Services Advisory
Maryland
$268K +$21.6K +224 +9%
WPC
1343
White Pine Capital
Minnesota
$266K +$272K +2,828 New
SCA
1344
Sage Capital Advisors
South Dakota
$265K -$18.7K -194 -6%
GC
1345
Gould Capital
Washington
$263K -$5.01K -52 -2%
CAI
1346
Capital Advisors Inc
Oklahoma
$263K +$270K +2,800 New
PCA
1347
Prosperity Capital Advisors
Ohio
$263K -$575K -5,969 -68%
KFGK
1348
Keystone Financial Group (Kentucky)
Kentucky
$263K +$269K +2,795 New
SWP
1349
Semus Wealth Partners
Florida
$262K -$22.7K -236 -8%
AP
1350
Adero Partners
California
$262K +$268K +2,786 New
52 53
54
55 56