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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1626
Carmel Capital Partners
California
– -$255K -2,381 Closed
RS
1627
Retirement Solution
Washington
– -$245K -2,289 Closed
ARIS
1628
Advanced Research Investment Solutions
California
– -$245K -2,287 Closed
HCA
1629
Harbour Capital Advisors
Virginia
– -$241K -2,250 Closed
4WM
1630
4J Wealth Management
Virginia
– -$238K -2,219 Closed
AR
1631
Apeiron RIA
Texas
– -$233K -2,213 Closed
NFG
1632
Nadler Financial Group
Illinois
– -$235K -2,198 Closed
TCM
1633
Telos Capital Management
California
– -$232K -2,163 Closed
CC
1634
Copperleaf Capital
North Carolina
– -$231K -2,158 Closed
TA
1635
TFG Advisers
Michigan
– -$231K -2,158 Closed
WCP
1636
Wick Capital Partners
Pennsylvania
– -$228K -2,125 Closed
BWFA
1637
Baltimore-Washington Financial Advisors
Maryland
– -$241K -2,124 Closed
EPM
1638
Elm Partners Management
Pennsylvania
– -$227K -2,115 Closed
BFA
1639
Beacon Financial Advisory
Ohio
– -$221K -2,067 Closed
B
1640
Bailard
California
– -$221K -2,061 Closed
AWC
1641
Adamsbrown Wealth Consultants
Kansas
– -$220K -2,056 Closed
EWA
1642
Evolution Wealth Advisors
Florida
– -$219K -2,040 Closed
BFA
1643
Bragg Financial Advisors
North Carolina
– -$211K -1,972 Closed
GKWIM
1644
Gerber Kawasaki Wealth & Investment Management
California
– -$207K -1,941 Closed
AAM
1645
Austin Asset Management
Texas
– -$207K -1,935 Closed
KWM
1646
Kaydan Wealth Management
Michigan
– -$206K -1,927 Closed
WCF
1647
West Coast Financial
California
– -$203K -1,896 Closed
AMIM
1648
Aull & Monroe Investment Management
Alabama
– -$202K -1,883 Closed
TB
1649
Treynor Bancshares
Iowa
– -$201K -1,880 Closed
PWP
1650
Pursue Wealth Partners
California
– -$136K -1,294 Closed
63 64 65
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