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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
1551
Roan Capital Partners
Tennessee
$423K +$427K +4,266 New
CSA
1552
Cottage Street Advisors
Massachusetts
$422K -$7.7K -77 -2%
CBTWT
1553
Community Bank & Trust (Waco, Texas)
Texas
$420K +$39.4K +394 +10%
BFWM
1554
Bright Futures Wealth Management
New York
$420K +$2.1K +21 +0.5%
HP
1555
Holistic Planning
Texas
$419K -$1.37M -13,660 -76%
PP
1556
Patten & Patten
Tennessee
$417K -$138K -1,381 -25%
BFG
1557
Birch Financial Group
New Hampshire
$417K -$4.6K -46 -1%
WTFG
1558
Wood Tarver Financial Group
Idaho
$414K +$900 +9 +0.2%
PWA
1559
Portus Wealth Advisors
North Carolina
$414K -$335K -3,353 -45%
NWA
1560
New World Advisors
Massachusetts
$414K +$500 +5 +0.1%
SFG
1561
Synergy Financial Group
California
$412K +$415K +4,150 New
PWM
1562
Peak Wealth Management
New Hampshire
$411K -$3.7K -37 -0.9%
JBA
1563
Johnson Bixby & Associates
Washington
$411K – – –
SWM
1564
Shepherd Wealth Management
Ohio
$409K +$161K +1,608 +63%
XPN
1565
XY Planning Network
Montana
$409K +$108K +1,082 +36%
HTC
1566
Haverford Trust Company
Pennsylvania
$407K -$239K -2,387 -37%
W
1567
WealthCollab
Washington
$405K – – –
LCWP
1568
Legacy Capital Wealth Partners
Arkansas
$404K -$13.1K -131 -3%
GF
1569
Goodman Financial
Texas
$402K – – –
BHB
1570
Bank Hapoalim BM
Israel
$398K – – –
SPA
1571
Sentinel Pension Advisors
Massachusetts
$398K +$32.9K +329 +9%
MA
1572
MONECO Advisors
Connecticut
$397K -$34.1K -341 -8%
VFM
1573
Vision Financial Markets
Connecticut
$397K -$100K -1,000 -20%
GCL
1574
Gouws Capital LLC
North Carolina
$397K – – –
TPWM
1575
Torrey-Payne Wealth Management
California
$397K – – –
61 62
63
64 65