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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1526
Ridge Creek Global
Ohio
$455K – – –
PFA
1527
Presper Financial Architects
Ohio
$453K -$987K -9,972 -69%
BIS
1528
BG Investment Services
Guam
$451K -$17.5K -177 -4%
DQRIM
1529
Dale Q Rice Investment Management
Washington
$451K -$17.1K -173 -4%
PWMG
1530
Pioneer Wealth Management Group
Texas
$451K +$451K +4,555 New
WLIM
1531
White Lighthouse Investment Management
Massachusetts
$451K -$4.95K -50 -1%
CFP
1532
Cascade Financial Partners
California
$451K – – –
KIM
1533
Kestra Investment Management
Texas
$450K +$450K +4,545 New
JIC
1534
Joel Isaacson & Co
New York
$450K +$3.96K +40 +0.9%
QWM
1535
Quadcap Wealth Management
Texas
$444K +$12.6K +127 +3%
ITC
1536
Inspire Trust Company
Nevada
$444K – – –
NFW
1537
Noble Family Wealth
Florida
$443K -$533K -5,386 -55%
VFG
1538
Valley Financial Group
Pennsylvania
$440K – – –
SCG
1539
Sonata Capital Group
Washington
$438K – – –
HP
1540
Hilltop Partners
Indiana
$438K -$53.7K -543 -11%
AHL
1541
Abel Hall LLC
Louisiana
$437K -$4.95K -50 -1%
UWP
1542
Uniting Wealth Partners
Kansas
$437K -$2.47K -25 -0.6%
MW
1543
MBL Wealth
North Carolina
$435K -$6.04K -61 -1%
RBC
1544
Romano Brothers & Co
Illinois
$433K -$19.8K -200 -4%
PWM
1545
Peak Wealth Management
New Hampshire
$429K +$18.6K +188 +5%
BC
1546
Burney Company
Virginia
$428K +$72K +728 +20%
CFO
1547
Callan Family Office
Pennsylvania
$428K +$60.9K +616 +17%
IWP
1548
Insight Wealth Partners
Texas
$427K -$34.9K -353 -8%
SOS
1549
Silver Oak Securities
Tennessee
$422K +$116K +1,170 +38%
BFWM
1550
Bright Futures Wealth Management
New York
$422K +$3.17K +32 +0.8%
60 61
62
63 64