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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1526
AFG Fiduciary Services
Massachusetts
$259K – – –
BWM
1527
BNC Wealth Management
Oregon
$258K +$35.4K +355 +16%
JF
1528
Jump Financial
Illinois
$258K +$254K +2,550 New
RFP
1529
Root Financial Partners
California
$257K -$76.1K -763 -23%
SMG
1530
Smart Money Group
Texas
$257K +$21.1K +211 +9%
BWM
1531
Brickley Wealth Management
California
$255K +$9.78K +98 +4%
KV
1532
Kickstand Ventures
New York
$255K -$8.98K -90 -3%
CPW
1533
Catalyst Private Wealth
California
$254K +$26.9K +270 +12%
SPW
1534
Surience Private Wealth
Washington
$254K – – –
AM
1535
AGF Management
Ontario, Canada
$253K +$249K +2,500 New
FA
1536
Fiduciary Alliance
South Carolina
$253K +$249K +2,496 New
CFA
1537
CWS Financial Advisors
Michigan
$252K +$200 +2 +0.1%
ME
1538
McIlrath & Eck
Washington
$251K +$233K +2,331 +1,554%
JSL
1539
JT Stratford LLC
Georgia
$251K -$112K -1,126 -31%
PIM
1540
Penobscot Investment Management
Massachusetts
$250K -$60.1K -602 -20%
WA
1541
WealthTrust Axiom
Pennsylvania
$250K +$20.9K +209 +9%
WG
1542
Watchman Group
Texas
$248K – – –
LWA
1543
Lantern Wealth Advisors
New York
$247K +$1.9K +19 +0.8%
C1AG
1544
Client 1st Advisory Group
Florida
$246K -$2.49K -25 -1%
FT
1545
Fiduciary Trust
Massachusetts
$246K +$242K +2,427 New
BO
1546
Bank OZK
Arkansas
$246K -$1.8K -18 -0.7%
BBA
1547
Braun-Bostich & Associates
Pennsylvania
$245K -$41.2K -413 -15%
TPWA
1548
TRUE Private Wealth Advisors
Oregon
$245K -$477K -4,782 -66%
KC
1549
Knuff & Co
California
$245K -$18K -180 -7%
LOPW
1550
Live Oak Private Wealth
North Carolina
$241K – – –
60 61
62
63 64