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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1376
TruWealth Advisors
Louisiana
$203K +$205K +1,992 New
VCS
1377
Vaughan & Co Securities
New Jersey
$202K -$135K -1,317 -40%
CWP
1378
Concord Wealth Partners
Virginia
$201K +$103 +1 +0.1%
CCM
1379
Carlson Capital Management
Minnesota
$201K +$203K +1,976 New
HWA
1380
HCR Wealth Advisors
California
$200K -$14.4K -140 -7%
CASB
1381
Cape Ann Savings Bank
Massachusetts
$200K – – –
RG
1382
Retirement Group
California
$197K -$213K -2,071 -52%
PCG
1383
Private Capital Group
Connecticut
$197K -$210K -2,047 -51%
MFC
1384
Morris Financial Concepts
South Carolina
$191K +$617 +6 +0.3%
TCWM
1385
Total Clarity Wealth Management
Illinois
$189K -$185K -1,805 -49%
SWM
1386
Sugarloaf Wealth Management
Georgia
$189K +$411 +4 +0.2%
ODG
1387
O'Dell Group
Ohio
$184K +$103 +1 +0.1%
DI
1388
Disciplined Investments
Oklahoma
$179K +$308 +3 +0.2%
BLC
1389
Brown, Lisle/Cummings
Rhode Island
$174K – – –
APCM
1390
Alaska Permanent Capital Management
Alaska
$174K – – –
PP
1391
PrairieView Partners
Minnesota
$171K +$7.6K +74 +5%
GSAM
1392
Grant Street Asset Management
Pennsylvania
$170K -$177K -1,722 -51%
CHA
1393
Carmichael Hill & Associates
Maryland
$170K -$2.88K -28 -2%
TFP
1394
Tilia Fiduciary Partners
North Carolina
$167K -$197K -1,915 -54%
PAI
1395
Pittenger & Anderson Inc
Nebraska
$167K +$58.5K +569 +53%
LPWM
1396
Lake Point Wealth Management
Texas
$157K -$353K -3,440 -69%
CA
1397
Clearstead Advisors
Ohio
$156K -$285K -2,775 -64%
OC
1398
Oakworth Capital
Alabama
$155K – – –
CJL
1399
Cyrus J. Lawrence
New York
$147K +$30.8K +300 +26%
IBOK
1400
Independence Bank of Kentucky
Kentucky
$143K – – –
54 55
56
57 58