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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1601
Creative Capital Management Investments
California
$369K – – –
CFG
1602
Cornerstone Financial Group
Nebraska
$368K +$107K +1,071 +40%
CFO
1603
Callan Family Office
Pennsylvania
$368K +$21.6K +216 +6%
RIL
1604
Rothschild Investment LLC
Illinois
$366K +$149K +1,491 +68%
SC
1605
Sykon Capital
New York
$366K +$11K +110 +3%
FC
1606
Financial Consulate
Maryland
$366K -$152K -1,520 -29%
MA
1607
Montag & Associates
Georgia
$365K – – –
PSA
1608
Plum Street Advisors
Louisiana
$365K – – –
WWM
1609
Woodside Wealth Management
Massachusetts
$365K -$263K -2,631 -42%
SIS
1610
Strategic Investment Solutions
Illinois
$365K – – –
NA
1611
Note Advisors
New York
$363K +$6.1K +61 +2%
CA
1612
Claro Advisors
Massachusetts
$363K -$7.2K -72 -2%
OWP
1613
ORG Wealth Partners
Texas
$360K -$212K -2,121 -37%
NG
1614
Northstar Group
New York
$360K – – –
SP
1615
SIH Partners
Delaware
$359K – – –
WPC
1616
Waters Parkerson & Co
Louisiana
$359K – – –
WAL
1617
W Advisors LLC
Tennessee
$358K -$4.1K -41 -1%
PJWM
1618
Philip James Wealth Mangement
Georgia
$358K – – –
BC
1619
Burney Company
Virginia
$357K -$8.9K -89 -2%
PAA
1620
Peregrine Asset Advisers
Oregon
$356K -$9.4K -94 -3%
NAG
1621
Northstar Advisory Group
New Jersey
$356K -$2.69M -26,930 -88%
LPP
1622
Life Planning Partners
Florida
$353K +$15.7K +157 +5%
VCP
1623
Verus Capital Partners
Arizona
$353K -$66K -660 -16%
FWMP
1624
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$352K – – –
PFG
1625
Putney Financial Group
California
$352K -$130K -1,298 -27%
63 64
65
66 67