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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1476
Caldwell Sutter Capital
California
$98.7K +$14.4K +150 +17%
RBC
1477
Roble Belko & Company
Pennsylvania
$98K +$578 +6 +0.6%
BLC
1478
Brown, Lisle/Cummings
Rhode Island
$97.1K – – –
WWP
1479
WR Wealth Planners
Missouri
$96.5K +$9.44K +98 +11%
DFA
1480
DHJJ Financial Advisors
Illinois
$95.6K +$97.8K +1,016 New
FPFS
1481
First Personal Financial Services
North Carolina
$95.4K – – –
TLA
1482
Tanglewood Legacy Advisors
Texas
$95.1K +$96 +1 +0.1%
HIIFS
1483
Harel Insurance Investments & Financial Services
Israel
$95K +$39.9K +414 +69%
MFC
1484
Mechanics Financial Corp
Ohio
$94K – – –
PCMC
1485
Private Capital Management (Colorado)
Colorado
$92.8K +$19.8K +206 +26%
BCMLT
1486
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.8K – – –
ZC
1487
Zeit Capital
Colorado
$90.7K -$96.7K -1,004 -51%
NRC
1488
New Republic Capital
North Carolina
$90.4K – – –
HIA
1489
Harbor Investment Advisory
Maryland
$87.6K -$1.97M -20,451 -96%
CCA
1490
Column Capital Advisors
Indiana
$86.2K – – –
NA
1491
Nordwand Advisors
Pennsylvania
$84K – – –
PAIM
1492
Punch & Associates Investment Management
Minnesota
$83.2K -$11K -114 -11%
GWANC
1493
Guardian Wealth Advisors (North Carolina)
North Carolina
$82.8K – – –
MTIC
1494
Missouri Trust & Investment Company
Missouri
$82.4K +$2.02K +21 +2%
WAS
1495
Winch Advisory Services
Wisconsin
$81K +$83.2K +864 New
GFL
1496
Granite FO LLC
New Hampshire
$80.2K +$578 +6 +0.7%
PPWM
1497
PFG Private Wealth Management
Florida
$79.4K +$6.36K +66 +8%
LFA
1498
LGT Financial Advisors
Texas
$71.1K +$62.9K +653 +634%
MAWA
1499
Moss Adams Wealth Advisors
Washington
$70.6K -$820K -8,511 -92%
FCMT
1500
Founders Capital Management (Texas)
Texas
$70.5K -$14.4K -150 -17%
58 59
60
61 62