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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1676
Clearstead Trust
Maine
$323K – – –
CIS
1677
Custom Index Systems
New York
$323K +$323K +3,264 New
ITG
1678
Index Technologies Group
New York
$323K +$323K +3,264 New
SWM
1679
SHP Wealth Management
Massachusetts
$322K +$171K +1,724 +113%
MC
1680
Middleton & Co
Massachusetts
$322K – – –
CFD
1681
Creative Financial Designs
Indiana
$322K +$23.2K +234 +8%
HIIFS
1682
Harel Insurance Investments & Financial Services
Israel
$320K +$55.9K +565 +21%
JSA
1683
Jim Saulnier & Associates
Colorado
$320K +$320K +3,231 New
AF
1684
Alerus Financial
North Dakota
$319K -$70.2K -709 -18%
CAM
1685
Capital Asset Management
Colorado
$319K -$1.03M -10,369 -76%
TWP
1686
Tempus Wealth Planning
California
$318K – – –
RWM
1687
Riverbend Wealth Management
South Carolina
$317K – – –
MCWA
1688
Meadow Creek Wealth Advisors
Georgia
$314K – – –
TCM
1689
Traub Capital Management
Massachusetts
$313K -$9.4K -95 -3%
2WWM
1690
21 West Wealth Management
California
$311K +$5.64K +57 +2%
FLA
1691
Financial Life Advisors
Texas
$311K +$310K +3,137 New
SAS
1692
Stelac Advisory Services
New York
$310K – – –
SIA
1693
Strategic Investment Advisors
Michigan
$310K +$12.1K +122 +4%
VAMG
1694
Voisard Asset Management Group
Michigan
$308K -$245K -2,475 -44%
OMIC
1695
Old Mission Investment Co
Michigan
$307K +$307K +3,104 New
RFN
1696
RDA Financial Network
Iowa
$306K +$306K +3,089 New
PWM
1697
Pines Wealth Management
North Carolina
$303K +$37K +374 +14%
TWP
1698
Tyche Wealth Partners
Texas
$303K +$48K +485 +19%
WF
1699
WinCap Financial
Massachusetts
$303K -$7.72K -78 -2%
CIA
1700
Caerus Investment Advisors
Texas
$302K +$52.1K +527 +21%
66 67
68
69 70