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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1351
Everett Harris & Co
California
$420K – – –
AEPWM
1352
Atlantic Edge Private Wealth Management
Florida
$420K +$402K +4,229 New
FMP
1353
Financial Management Professionals
Texas
$417K -$24.5K -257 -6%
FCP
1354
Fidelis Capital Partners
Florida
$414K +$397K +4,169 New
TPW
1355
TL Private Wealth
Texas
$414K +$397K +4,168 New
AC
1356
Abbrea Capital
California
$413K -$83.3K -875 -17%
FAN
1357
Financial Advisors Network
California
$412K -$18.8K -198 -5%
HAC
1358
Harbor Advisory Corp
New Hampshire
$412K – – –
WG
1359
Watchman Group
Texas
$407K +$761 +8 +0.2%
W
1360
WealthCollab
Washington
$405K +$388K +4,082 New
CRC
1361
Curi RMB Capital
Illinois
$405K +$77.7K +816 +25%
HFP
1362
Holistic Financial Partners
Indiana
$405K -$128K -1,350 -25%
SS
1363
Sunbelt Securities
Texas
$403K +$233K +2,453 +152%
WA
1364
Wealthstar Advisors
Texas
$403K -$20.9K -220 -5%
AT
1365
Arden Trust
Delaware
$402K -$120K -1,265 -24%
TA
1366
TrueWealth Advisors
Alabama
$401K -$102K -1,076 -21%
ETIA
1367
Epic Trust Investment Advisors
Washington
$400K -$214K -2,245 -36%
CWA
1368
Centennial Wealth Advisory
Michigan
$400K -$31K -326 -7%
SC
1369
Solstein Capital
California
$399K – – –
AC
1370
Avestar Capital
New York
$397K +$381K +4,000 New
BCM
1371
Brookmont Capital Management
Texas
$397K -$46.1K -484 -11%
FRA
1372
Frank Rimerman Advisors
California
$397K – – –
HS
1373
Horan Securities
United States
$396K -$101K -1,063 -21%
NAM
1374
NTV Asset Management
West Virginia
$395K +$166K +1,745 +78%
SSW
1375
Stone Summit Wealth
Florida
$392K -$175K -1,838 -32%
53 54
55
56 57