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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1501
Financial Management Professionals
Texas
$365K -$31.6K -323 -8%
DWM
1502
Defined Wealth Management
Oregon
$363K +$25K +256 +7%
S
1503
Sachetta
Massachusetts
$363K -$98 -1 -0%
CIR
1504
Clear Investment Research
Georgia
$363K -$391 -4 -0.1%
NG
1505
Northstar Group
New York
$359K +$355K +3,630 New
NSIM
1506
North Star Investment Management
Illinois
$358K +$1.66K +17 +0.5%
MCWA
1507
Meadow Creek Wealth Advisors
Georgia
$357K – – –
PJWM
1508
Philip James Wealth Mangement
Georgia
$356K -$18.9K -193 -5%
CAL
1509
Capital Advisors Ltd
Ohio
$356K -$13.1K -134 -4%
CPCP
1510
Cedar Point Capital Partners
Iowa
$353K +$39.7K +406 +13%
EFG
1511
Everhart Financial Group
Ohio
$352K +$348K +3,557 New
VWM
1512
Verus Wealth Management
Wisconsin
$349K -$4.89K -50 -1%
RCM
1513
Radnor Capital Management
Pennsylvania
$347K +$343K +3,504 New
NFA
1514
Northwest Financial Advisors
Virginia
$344K -$234K -2,395 -41%
VCP
1515
Verus Capital Partners
Arizona
$342K +$41.8K +428 +14%
CP
1516
Canopy Partners
Ohio
$341K -$54.7K -560 -14%
EDRH
1517
Edmond de Rothschild Holding
Switzerland
$341K -$6.35K -65 -2%
RBC
1518
Romano Brothers & Co
Illinois
$341K +$7.33K +75 +2%
WP
1519
Westmount Partners
California
$341K +$337K +3,444 New
WBC
1520
West Branch Capital
Massachusetts
$341K – – –
HCP
1521
Hardin Capital Partners
South Carolina
$340K -$4.99K -51 -1%
DFG
1522
Delta Financial Group
New Jersey
$339K +$1.27K +13 +0.4%
WW
1523
Westshore Wealth
California
$338K +$196 +2 +0.1%
MGW
1524
MB Generational Wealth
Washington
$338K +$334K +3,417 New
WCWM
1525
Willow Creek Wealth Management
California
$334K – – –
59 60
61
62 63