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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1451
Carmichael Hill & Associates
Maryland
$172K +$3.26K +33 +2%
APCM
1452
Alaska Permanent Capital Management
Alaska
$171K – – –
HI
1453
Hendershot Investments
Virginia
$170K -$1.19M -12,049 -88%
CIAS
1454
Capital Investment Advisory Services
North Carolina
$167K -$50.9K -515 -24%
DSC
1455
Duncker Streett & Co
Missouri
$165K – – –
CA
1456
Clearstead Advisors
Ohio
$156K -$34.2K -346 -18%
DI
1457
Disciplined Investments
Oklahoma
$155K -$22.7K -230 -13%
NIC
1458
Northwest Investment Counselors
Oregon
$153K +$99 +1 +0.1%
SCA
1459
Stonebridge Capital Advisors
Minnesota
$152K +$91K +921 +152%
BCMLT
1460
Beacon Capital Management LLC (Tennessee)
Tennessee
$151K -$45K -455 -23%
LWCFA
1461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K -$603K -6,100 -80%
JFA
1462
JNBA Financial Advisors
Minnesota
$147K – – –
FCA
1463
FinTrust Capital Advisors
South Carolina
$147K – – –
SC
1464
SouthState Corp
Florida
$143K +$4.05K +41 +3%
CWP
1465
Concord Wealth Partners
Virginia
$141K +$99 +1 +0.1%
WBC
1466
West Branch Capital
Massachusetts
$141K +$5.93K +60 +4%
GI
1467
Gradient Investments
Minnesota
$139K -$22.4K -227 -14%
IBOK
1468
Independence Bank of Kentucky
Kentucky
$137K – – –
KFI
1469
Key Financial Inc
Pennsylvania
$137K +$10.3K +104 +8%
FA
1470
Faithward Advisors
Pennsylvania
$135K +$39.2K +397 +42%
LOIP
1471
Live Oak Investment Partners
Texas
$131K – – –
BLC
1472
Brown, Lisle/Cummings
Rhode Island
$131K -$39.5K -400 -23%
OFG
1473
Oxford Financial Group
Indiana
$129K +$8.8K +89 +7%
AIC
1474
Archer Investment Corporation
Indiana
$128K -$1.09K -11 -0.8%
RDFA
1475
Ritter Daniher Financial Advisory
Ohio
$127K – – –
57 58
59
60 61