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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1451
Insight Wealth Partners
Texas
$418K +$132K +1,347 +47%
TWM
1452
Topsail Wealth Management
North Carolina
$418K +$980 +10 +0.2%
SW
1453
SteelPeak Wealth
California
$417K +$19.4K +198 +5%
ACGA
1454
Atlanta Consulting Group Advisors
Georgia
$416K -$35.3K -360 -8%
FF
1455
Farrow Financial
Vermont
$413K +$29.4K +300 +8%
LLWM
1456
Life Line Wealth Management
California
$413K +$4.02K +41 +1%
HDIM
1457
Hanson & Doremus Investment Management
Vermont
$412K -$8.82K -90 -2%
PFBT
1458
Parkside Financial Bank & Trust
Missouri
$411K +$341K +3,480 +525%
2L
1459
25 LLC
Missouri
$409K +$4.61K +47 +1%
ACA
1460
Anchor Capital Advisors
Massachusetts
$409K -$61.6K -629 -13%
BWL
1461
Bogart Wealth LLC
Virginia
$408K – – –
CFG
1462
Carter Financial Group
Illinois
$408K +$403K +4,110 New
W
1463
WealthCollab
Washington
$405K – – –
SSC
1464
Syverson Strege & Co
Iowa
$405K -$42.9K -438 -10%
SXL
1465
Summit X LLC
Missouri
$399K +$1.37K +14 +0.3%
4A
1466
4Wealth Advisors
Illinois
$397K -$980 -10 -0.2%
RA
1467
Rockingstone Advisors
Massachusetts
$397K -$132K -1,350 -25%
FRA
1468
Frank Rimerman Advisors
California
$396K – – –
PWM
1469
PMG Wealth Management
Illinois
$396K -$90.6K -925 -19%
TPWA
1470
Twin Peaks Wealth Advisors
California
$395K -$32.2K -329 -8%
GAB
1471
German American Bancorp
Indiana
$395K -$35.1K -358 -8%
TCOTS
1472
Trust Company of the South
North Carolina
$393K – – –
CT
1473
Clearstead Trust
Maine
$392K +$262K +2,675 +210%
AR
1474
Apeiron RIA
Texas
$388K -$108K -1,104 -22%
DWM
1475
Defined Wealth Management
Oregon
$382K +$17.8K +182 +5%
57 58
59
60 61