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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1476
Frank Rimerman Advisors
California
$387K – – –
YAL
1477
Your Advocates Ltd
Texas
$387K +$34.8K +353 +10%
TCOTS
1478
Trust Company of the South
North Carolina
$384K +$25.4K +258 +7%
FWA
1479
FSC Wealth Advisors
New York
$383K +$390K +3,957 New
PGF
1480
Plan Group Financial
Oklahoma
$383K -$26.7K -271 -6%
SAM
1481
SignalPoint Asset Management
Missouri
$382K +$188K +1,911 +94%
IWN
1482
Independent Wealth Network
Iowa
$381K -$202K -2,050 -34%
TCM
1483
Twin Capital Management
Pennsylvania
$380K +$73K +741 +23%
MC
1484
Middleton & Co
Massachusetts
$380K +$66K +670 +21%
CCP
1485
Carmel Capital Partners
California
$379K -$146K -1,486 -28%
PAA
1486
Peregrine Asset Advisers
Oregon
$378K -$39.3K -399 -9%
HCM
1487
Hengehold Capital Management
Ohio
$378K +$45.2K +459 +13%
TCG
1488
Transcendent Capital Group
Oklahoma
$377K -$250K -2,535 -39%
BFG
1489
Beacon Financial Group
Texas
$377K -$102K -1,035 -21%
TCM
1490
Traynor Capital Management
Pennsylvania
$374K -$102K -1,033 -21%
CPA
1491
Compass Planning Associates
Massachusetts
$373K +$379K +3,852 New
FFA
1492
Fragasso Financial Advisors
Pennsylvania
$371K -$122K -1,241 -24%
LA
1493
LexAurum Advisors
Kansas
$370K +$12.3K +125 +3%
HWP
1494
Hibernia Wealth Partners
Louisiana
$369K -$350K -3,558 -48%
SIM
1495
SSI Investment Management
California
$369K – – –
PJWM
1496
Philip James Wealth Mangement
Georgia
$368K +$374K +3,796 New
HWM
1497
HFG Wealth Management
Texas
$368K +$69.7K +708 +24%
OC
1498
Oakworth Capital
Alabama
$367K +$331K +3,365 +788%
BFA
1499
Beaumont Financial Advisors
Massachusetts
$367K -$91K -924 -20%
AWAU
1500
Alliance Wealth Advisors (Utah)
Utah
$366K +$372K +3,778 New
58 59
60
61 62