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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1551
Pine Valley Investments
New Jersey
$313K +$309K +3,156 New
RA
1552
Rise Advisors
New York
$312K +$13K +133 +4%
SAS
1553
Stelac Advisory Services
New York
$311K – – –
PWP
1554
Perfromance Wealth Partners
Illinois
$311K +$8.13K +83 +3%
CIC
1555
Cutler Investment Counsel
Oregon
$310K +$15.2K +155 +5%
HFA
1556
Hippocratic Financial Advisors
California
$310K – – –
WF
1557
WinCap Financial
Massachusetts
$309K +$305K +3,114 New
TPW
1558
Talon Private Wealth
Florida
$309K +$34K +347 +13%
BW
1559
Basepoint Wealth
Iowa
$307K +$3.14K +32 +1%
CGA
1560
Crescent Grove Advisors
Illinois
$307K -$7.45K -76 -2%
MFG
1561
Magnus Financial Group
New York
$306K -$84.2K -859 -22%
SDWMA
1562
Schneider Downs Wealth Management Advisors
Pennsylvania
$305K -$5.98K -61 -2%
IPW
1563
Impact Partnership Wealth
Georgia
$305K -$89.7K -915 -23%
SC
1564
Stephenson & Company
California
$305K – – –
ACM
1565
Absolute Capital Management
Pennsylvania
$304K +$72.2K +737 +32%
BFA
1566
Beaumont Financial Advisors
Massachusetts
$304K -$84.8K -865 -22%
ACA
1567
Affinity Capital Advisors
California
$302K -$28.1K -287 -9%
EB
1568
Eastern Bank
Massachusetts
$302K +$132K +1,345 +79%
LDB
1569
Lee, Danner & Bass
Tennessee
$302K -$809K -8,257 -73%
IFO
1570
Independent Family Office
New York
$301K – – –
CF
1571
Centaurus Financial
California
$300K +$33.3K +340 +13%
GWANC
1572
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K +$165K +1,683 +126%
GCM
1573
Gables Capital Management
Florida
$298K – – –
RCM
1574
Radnor Capital Management
Pennsylvania
$297K -$50.5K -515 -15%
TC
1575
Tenret Company
Florida
$297K – – –
61 62
63
64 65