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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1676
Financial Management Professionals
Texas
$330K +$495 +5 +0.2%
WW
1677
Westshore Wealth
California
$330K -$5.44K -55 -2%
LEFP
1678
Leading Edge Financial Planning
Tennessee
$330K +$103K +1,036 +45%
DJSG
1679
D.J. St. Germain
Massachusetts
$329K +$167K +1,684 +103%
FHC
1680
First Heartland Consultants
Missouri
$328K +$22K +222 +7%
1L
1681
10Elms LLP
Oklahoma
$327K +$102K +1,027 +45%
PBF
1682
Petix & Botte Financial
California
$326K +$159K +1,609 +95%
CT
1683
Clearstead Trust
Maine
$323K – – –
CIS
1684
Custom Index Systems
New York
$323K +$323K +3,264 New
ITG
1685
Index Technologies Group
New York
$323K +$323K +3,264 New
SWM
1686
SHP Wealth Management
Massachusetts
$322K +$171K +1,724 +113%
MC
1687
Middleton & Co
Massachusetts
$322K – – –
CFD
1688
Creative Financial Designs
Indiana
$322K +$23.2K +234 +8%
HIIFS
1689
Harel Insurance Investments & Financial Services
Israel
$320K +$55.9K +565 +21%
JSA
1690
Jim Saulnier & Associates
Colorado
$320K +$320K +3,231 New
AF
1691
Alerus Financial
North Dakota
$319K -$70.2K -709 -18%
CAM
1692
Capital Asset Management
Colorado
$319K -$1.03M -10,369 -76%
TWP
1693
Tempus Wealth Planning
California
$318K – – –
RWM
1694
Riverbend Wealth Management
South Carolina
$317K – – –
MCWA
1695
Meadow Creek Wealth Advisors
Georgia
$314K – – –
TCM
1696
Traub Capital Management
Massachusetts
$313K -$9.4K -95 -3%
2WWM
1697
21 West Wealth Management
California
$311K +$5.64K +57 +2%
FLA
1698
Financial Life Advisors
Texas
$311K +$310K +3,137 New
SAS
1699
Stelac Advisory Services
New York
$310K – – –
SIA
1700
Strategic Investment Advisors
Michigan
$310K +$12.1K +122 +4%
66 67
68
69 70