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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1401
MidWestOne Financial Group
Iowa
$237K +$235K +2,382 New
DWMS
1402
Dominguez Wealth Management Solutions
Virginia
$237K +$395 +4 +0.2%
JGCM
1403
Joseph Group Capital Management
Ohio
$237K -$447K -4,525 -66%
KFP
1404
KMG Fiduciary Partners
Ohio
$237K -$3.47M -35,140 -94%
CA
1405
Cresta Advisors
Texas
$234K – – –
LBWM
1406
Left Brain Wealth Management
Illinois
$233K +$230K +2,327 New
CWM
1407
Cranbrook Wealth Management
Michigan
$232K -$494 -5 -0.2%
SOAG
1408
Silver Oak Advisory Group
Oregon
$231K – – –
AMIM
1409
Aull & Monroe Investment Management
Alabama
$231K +$229K +2,315 New
ARG
1410
Advisory Resource Group
Oklahoma
$231K -$11K -111 -5%
BHBT
1411
Burke & Herbert Bank & Trust
Virginia
$230K – – –
WA
1412
Wealth Alliance
New York
$230K -$39.2K -397 -15%
VF
1413
Vawter Financial
Ohio
$230K +$19.3K +195 +9%
CFO
1414
CVA Family Office
Colorado
$229K – – –
CCM
1415
Colorado Capital Management
Colorado
$229K +$190K +1,920 +503%
FSWA
1416
Financial Synergies Wealth Advisors
Texas
$227K +$1.09K +11 +0.5%
BWM
1417
Brickley Wealth Management
California
$227K -$7.71K -78 -3%
FSA
1418
Financial Services Advisory
Maryland
$227K -$8.96M -90,653 -98%
HSG
1419
Helen Stephens Group
Texas
$225K +$224K +2,262 New
SAM
1420
SignalPoint Asset Management
Missouri
$223K -$5.53K -56 -2%
SC
1421
Sepio Capital
Utah
$223K +$221K +2,234 New
GP
1422
Girard Partners
Pennsylvania
$222K -$68.6K -694 -24%
NB
1423
NBT Bank
New York
$222K – – –
TMWM
1424
Taylor & Morgan Wealth Management
Michigan
$220K +$494 +5 +0.2%
SWM
1425
Segment Wealth Management
Texas
$220K +$3.95K +40 +2%
55 56
57
58 59