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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
1476
Summit Wealth Group
Vermont
– -$2.85M -24,091 Closed
HIC
1477
Holderness Investments Company
North Carolina
– -$2.83M -23,990 Closed
XSC
1478
X-Square Capital
Puerto Rico
– -$2.58M -21,783 Closed
RA
1479
RiverTree Advisors
Florida
– -$2.37M -20,053 Closed
CRWM
1480
Castle Rock Wealth Management
California
– -$2.27M -19,388 Closed
FFWA
1481
FRG Family Wealth Advisors
Washington
– -$2.21M -18,700 Closed
VWM
1482
Venturi Wealth Management
Texas
– -$2.11M -17,840 Closed
HMS
1483
Hanseatic Management Services
New Mexico
– -$2.09M -17,692 Closed
PR
1484
Payden & Rygel
California
– -$1.68M -14,172 Closed
AG
1485
AlphaSimPlex Group
Massachusetts
– -$1.57M -13,272 Closed
TPCM
1486
Three Peaks Capital Management
Colorado
– -$1.39M -11,775 Closed
LCH
1487
Lee Capital Holdings
New York
– -$1.38M -11,634 Closed
CAM
1488
Cozad Asset Management
Illinois
– -$1.26M -10,640 Closed
LWM
1489
Laidlaw Wealth Management
New York
– -$1.18M -9,996 Closed
RWM
1490
RBA Wealth Management
California
– -$1.11M -9,389 Closed
PWM
1491
PRW Wealth Management
Massachusetts
– -$1.08M -9,100 Closed
LAS
1492
Lloyd Advisory Services
Georgia
– -$1.04M -8,787 Closed
CBT
1493
Capital Bank & Trust
California
– -$990K -8,377 Closed
HT
1494
Heritage Trust
Oklahoma
– -$927K -7,836 Closed
PCP
1495
Proficio Capital Partners
Massachusetts
– -$892K -7,543 Closed
FIM
1496
Freedom Investment Management
Connecticut
– -$831K -7,030 Closed
GM
1497
GeoWealth Management
Illinois
– -$787K -6,648 Closed
NDSI
1498
Newman Dignan & Sheerar Inc
Rhode Island
– -$645K -5,460 Closed
FAM
1499
Formidable Asset Management
Ohio
– -$553K -4,685 Closed
BCM
1500
Breiter Capital Management
Florida
– -$538K -4,548 Closed
58 59
60
61 62