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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1501
Kings Point Capital Management
New York
– -$69K -600 Closed
CSPIA
1502
Cary Street Partners Investment Advisory
Virginia
– -$68K -592 Closed
PCFFS
1503
Pacific Center for Financial Services
California
– -$50K -432 Closed
ARMC
1504
American Research & Management Company
Massachusetts
– -$37K -325 Closed
FFC
1505
First Financial Corp
Indiana
– -$28K -246 Closed
PSIWM
1506
Paradigm Strategies in Wealth Management
Minnesota
– -$23K -200 Closed
BFO
1507
Biltmore Family Office
North Carolina
– -$22K -192 Closed
JAWM
1508
J. Arnold Wealth Management
Ohio
– -$21K -186 Closed
APC
1509
Aspire Private Capital
North Carolina
– -$20K -171 Closed
MFG
1510
Monumental Financial Group
Maryland
– -$17K -151 Closed
PWS
1511
Paragon Wealth Strategies
Florida
– -$14K -124 Closed
PWA
1512
Phoenix Wealth Advisors
North Carolina
– -$14K -120 Closed
RA
1513
Resolute Advisors
California
– -$10K -91 Closed
CWC
1514
Carolinas Wealth Consulting
North Carolina
– -$7K -59 Closed
MWA
1515
Moser Wealth Advisors
Washington
– -$6K -55 Closed
CWP
1516
Concord Wealth Partners
Virginia
– -$4K -38 Closed
JMF
1517
Johnson Midwest Financial
Iowa
– -$2K -14 Closed
57 58 59 60
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