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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1676
Live Oak Private Wealth
North Carolina
$229K -$7.05K -72 -3%
SOAG
1677
Silver Oak Advisory Group
Oregon
$229K – – –
KFGK
1678
Keystone Financial Group (Kentucky)
Kentucky
$228K -$712K -7,267 -76%
ESB
1679
Essex Savings Bank
Connecticut
$228K -$22.3K -228 -9%
AP
1680
Appleton Partners
Massachusetts
$228K +$21.4K +218 +10%
PMA
1681
Prudent Man Advisors
Illinois
$228K – – –
EFG
1682
Ehrlich Financial Group
California
$227K +$6.57K +67 +3%
EP
1683
Essential Planning
New Hampshire
$227K -$4.9K -50 -2%
HBT
1684
Hills Bank & Trust
Iowa
$226K +$4.02K +41 +2%
CPWA
1685
Cerro Pacific Wealth Advisors
California
$226K +$223K +2,277 New
BO
1686
Bank OZK
Arkansas
$226K +$5.78K +59 +3%
JGCM
1687
Joseph Group Capital Management
Ohio
$226K -$17.8K -182 -7%
FW
1688
FullCircle Wealth
Texas
$226K -$12.5K -128 -5%
AIA
1689
Allied Investment Advisors
Montana
$225K – – –
WWM
1690
Waterway Wealth Management
Texas
$225K +$222K +2,265 New
BPC
1691
Banque Pictet & Cie
Switzerland
$224K – – –
HIIFS
1692
Harel Insurance Investments & Financial Services
Israel
$222K +$18.6K +190 +9%
CFG
1693
Cooper Financial Group
California
$220K -$52.6K -537 -19%
PWP
1694
Pursue Wealth Partners
California
$220K – – –
MTIC
1695
Missouri Trust & Investment Company
Missouri
$220K +$784 +8 +0.4%
BCMLT
1696
Beacon Capital Management LLC (Tennessee)
Tennessee
$220K -$236K -2,406 -52%
RWA
1697
Redhawk Wealth Advisors
Minnesota
$220K +$686 +7 +0.3%
3AM
1698
3EDGE Asset Management
Florida
$220K – – –
PWM
1699
Palumbo Wealth Management
New York
$216K +$214K +2,180 New
PW
1700
Potentia Wealth
California
$216K +$213K +2,175 New
66 67
68
69 70