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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1676
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
SOAG
1677
Silver Oak Advisory Group
Oregon
$232K – – –
EWS
1678
Evergreen Wealth Solutions
Pennsylvania
$232K -$356K -3,589 -61%
AIA
1679
Allied Investment Advisors
Montana
$231K +$3.97K +40 +2%
HBT
1680
Hills Bank & Trust
Iowa
$231K +$2.58K +26 +1%
BBHC
1681
Brown Brothers Harriman & Co
New York
$231K +$228K +2,300 New
ESB
1682
Essex Savings Bank
Connecticut
$231K – – –
PMA
1683
Prudent Man Advisors
Illinois
$230K – – –
FDW
1684
Fourth Dimension Wealth
Ohio
$230K -$4.66K -47 -2%
EP
1685
Essential Planning
New Hampshire
$229K +$298 +3 +0.1%
FW
1686
FullCircle Wealth
Texas
$228K +$695 +7 +0.3%
SCM
1687
Spreng Capital Management
Ohio
$227K -$24.8K -250 -10%
FFA
1688
Founders Financial Alliance
North Carolina
$227K +$156K +1,569 +226%
KPP
1689
Kings Path Partners
Texas
$227K +$14K +141 +7%
BPC
1690
Banque Pictet & Cie
Switzerland
$227K – – –
NIWA
1691
New Insight Wealth Advisors
California
$225K -$44.3K -446 -17%
SWM
1692
SilverOak Wealth Management
Minnesota
$224K +$6.65K +67 +3%
VPP
1693
Vertex Planning Partners
Illinois
$223K +$221K +2,227 New
RWA
1694
Redhawk Wealth Advisors
Minnesota
$223K +$595 +6 +0.3%
PWP
1695
Pursue Wealth Partners
California
$223K – – –
BCMLT
1696
Beacon Capital Management LLC (Tennessee)
Tennessee
$222K – – –
HIIFS
1697
Harel Insurance Investments & Financial Services
Israel
$222K -$2.28K -23 -1%
3AM
1698
3EDGE Asset Management
Florida
$222K – – –
BMWS
1699
Brady Martz Wealth Solutions
North Dakota
$221K +$219K +2,206 New
HCM
1700
Hengehold Capital Management
Ohio
$220K -$20.2K -204 -8%
66 67
68
69 70