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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1376
1015 Capital Partners
Pennsylvania
$704K -$239K -2,419 -25%
WSC
1377
Wellington Shields & Co
New York
$702K +$186K +1,875 +36%
MCI
1378
MRP Capital Investments
Georgia
$701K +$1.88K +19 +0.3%
FB
1379
Finward Bancorp
Indiana
$700K – – –
AAM
1380
Augustine Asset Management
Florida
$698K – – –
LA
1381
Lifeworks Advisors
Michigan
$695K -$147K -1,490 -18%
PSCM
1382
Per Stirling Capital Management
Texas
$693K -$378K -3,823 -35%
MAS
1383
Madden Advisory Services
Florida
$692K -$29.9K -302 -4%
PS
1384
Planned Solutions
California
$692K +$21.2K +214 +3%
EFA
1385
Evernest Financial Advisors
Indiana
$690K -$10.7K -108 -2%
DSA
1386
Droms Strauss Advisors
Missouri
$690K +$73.5K +743 +12%
FA
1387
Fountainhead AM
New Jersey
$685K -$75.8K -766 -10%
UFA
1388
Unify Financial Advisors
Florida
$683K – – –
BCA
1389
Bay Colony Advisors
Massachusetts
$680K -$1.02M -10,355 -60%
GFA
1390
Gladwyn Financial Advisors
Virginia
$678K +$38K +384 +6%
PP
1391
Postrock Partners
Oregon
$671K – – –
FNB
1392
Farmers National Bank
Kentucky
$665K -$41.3K -417 -6%
CC
1393
Clearwave Capital
California
$663K -$259K -2,615 -28%
TCG
1394
Transcendent Capital Group
Oklahoma
$662K +$12.2K +123 +2%
JESC
1395
J.E. Simmons & Co
Texas
$660K – – –
4WM
1396
49 Wealth Management
Texas
$660K +$659K +6,664 New
A
1397
Alongside
Texas
$660K +$659K +6,664 New
ACM
1398
Aurdan Capital Management
Pennsylvania
$658K – – –
BWM
1399
BKM Wealth Management
Wisconsin
$655K +$65.8K +665 +11%
CWM
1400
Carolina Wealth Management
North Carolina
$655K +$655K +6,618 New
54 55
56
57 58