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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1701
HFG Advisors
Ohio
$301K – – –
TCOV
1702
Trust Company of Vermont
Vermont
$301K +$301K +3,043 New
LDB
1703
Lee, Danner & Bass
Tennessee
$301K – – –
MEG
1704
Millstone Evans Group
Colorado
$298K -$1.39K -14 -0.5%
GCM
1705
Gables Capital Management
Florida
$297K – – –
CA
1706
Commerce Advisors
Tennessee
$296K -$28.7K -290 -9%
OCA
1707
Odyssey Capital Advisors
Pennsylvania
$296K -$5.94K -60 -2%
CFGW
1708
Chancellor Financial Group WB
Pennsylvania
$296K -$14.9K -151 -5%
HCP
1709
Hardin Capital Partners
South Carolina
$294K -$31.7K -320 -10%
RF
1710
RetireMitten Financial
Michigan
$294K -$53K -536 -15%
BO
1711
Bank OZK
Arkansas
$294K +$46.5K +470 +19%
DWM
1712
Defined Wealth Management
Oregon
$293K -$149K -1,507 -34%
PCA
1713
Prosperity Capital Advisors
Ohio
$293K -$154K -1,557 -34%
LWM
1714
LightSquare Wealth Management
Michigan
$292K +$292K +2,953 New
PWM
1715
Parkshore Wealth Management
California
$292K -$9.2K -93 -3%
CAS
1716
Coppell Advisory Solutions
Texas
$292K +$120K +1,217 New
RFA
1717
Reyes Financial Architecture
California
$291K -$636K -6,428 -69%
PPW
1718
Parcion Private Wealth
Washington
$289K -$3.46K -35 -1%
TWM
1719
Trueblood Wealth Management
Ohio
$288K +$36.8K +372 +15%
EA
1720
Ergawealth Advisors
Illinois
$288K -$3.46K -35 -1%
NCM
1721
Noesis Capital Mangement
Florida
$287K +$11.5K +116 +4%
CWM
1722
Castle Wealth Management
Florida
$287K +$287K +2,902 New
WJWM
1723
Williams Jones Wealth Management
New York
$287K – – –
EHC
1724
Everett Harris & Co
California
$286K – – –
LW
1725
Lauer Wealth
Indiana
$286K +$2.47K +25 +0.9%
67 68
69
70 71