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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1576
Ridgecrest Wealth Partners
California
– -$238K -2,338 Closed
BAS
1577
Brown Advisory Securities
Maryland
– -$237K -2,337 Closed
FMI
1578
F/M Investments
District of Columbia
– -$265K -2,301 Closed
CFG
1579
Cooper Financial Group
California
– -$227K -2,229 Closed
FPWM
1580
FSB Premier Wealth Management
Iowa
– -$226K -2,224 Closed
RTS
1581
Round Table Services
New Jersey
– -$225K -2,214 Closed
VAS
1582
Valicenti Advisory Services
New York
– -$225K -2,214 Closed
WPC
1583
White Pine Capital
Minnesota
– -$224K -2,201 Closed
CCA
1584
Cottonwood Capital Advisors
Utah
– -$220K -2,163 Closed
CPSC
1585
Carl P. Sherr & Co
Massachusetts
– -$218K -2,140 Closed
AL
1586
ADE LLC
Maryland
– -$215K -2,118 Closed
NB
1587
Northwest Bancshares
Pennsylvania
– -$215K -2,116 Closed
ST
1588
Sentinel Trust
Texas
– -$215K -2,113 Closed
RWP
1589
RWA Wealth Partners
Massachusetts
– -$213K -2,091 Closed
SWM
1590
SFG Wealth Management
Maryland
– -$211K -2,072 Closed
DCM
1591
Dimension Capital Management
Florida
– -$209K -2,068 Closed
AFC
1592
AFT Forsyth & Company
Florida
– -$206K -2,027 Closed
PMG
1593
ProVise Management Group
Florida
– -$205K -2,016 Closed
DWM
1594
Doyle Wealth Management
Florida
– -$204K -2,011 Closed
EA
1595
Eudaimonia Advisors
Tennessee
– -$204K -2,003 Closed
TA
1596
TruWealth Advisors
Louisiana
– -$203K -1,992 Closed
VCS
1597
Vaughan & Co Securities
New Jersey
– -$202K -1,987 Closed
CWP
1598
Concord Wealth Partners
Virginia
– -$201K -1,978 Closed
CCM
1599
Carlson Capital Management
Minnesota
– -$201K -1,976 Closed
CASB
1600
Cape Ann Savings Bank
Massachusetts
– -$200K -1,970 Closed
62 63
64
65 66