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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1601
Headlands Technologies
Illinois
$148K +$142K +1,491 New
CWC
1602
Carolinas Wealth Consulting
North Carolina
$148K +$122K +1,277 +605%
CSC
1603
Caldwell Sutter Capital
California
$145K +$39.4K +414 +39%
MFT
1604
Moisand Fitzgerald Tamayo
Florida
$139K -$82.9K -871 -38%
MFG
1605
Mendota Financial Group
Wisconsin
$138K +$132K +1,392 New
CWP
1606
Concord Wealth Partners
Virginia
$138K -$2.85K -30 -2%
AIC
1607
Archer Investment Corporation
Indiana
$133K -$20.1K -211 -14%
VWM
1608
Venturi Wealth Management
Texas
$133K +$128K +1,340 New
NJIM
1609
Nabity-Jensen Investment Management
Nebraska
$133K +$127K +1,338 New
BSB
1610
Bangor Savings Bank
Maine
$132K -$68.2K -717 -35%
CT
1611
Clearstead Trust
Maine
$132K -$101K -1,062 -44%
CWM
1612
Cranbrook Wealth Management
Michigan
$131K -$95.5K -1,004 -43%
AI
1613
Arvest Investments
Arkansas
$130K +$124K +1,308 New
GJIA
1614
Glass Jacobson Investment Advisors
Maryland
$129K – – –
LOIP
1615
Live Oak Investment Partners
Texas
$128K – – –
RDFA
1616
Ritter Daniher Financial Advisory
Ohio
$127K -$54.3K -571 -31%
AFS
1617
Annapolis Financial Services
Maryland
$127K – – –
BCMLT
1618
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K +$39.3K +413 +45%
IGWM
1619
ICA Group Wealth Management
Colorado
$126K +$120K +1,266 New
AIM
1620
Anchor Investment Management
South Carolina
$125K +$67.9K +714 +132%
IBOK
1621
Independence Bank of Kentucky
Kentucky
$122K – – –
RCM
1622
Rain Capital Management
Oregon
$120K +$1.33K +14 +1%
BCA
1623
Bray Capital Advisors
Florida
$119K – – –
SMA
1624
Sage Mountain Advisors
Georgia
$119K +$114K +1,198 New
SWM
1625
Sugarloaf Wealth Management
Georgia
$118K +$95 +1 +0.1%
63 64
65
66 67