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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1701
Oakworth Capital
Alabama
$43.2K -$53.8K -539 -56%
PFBT
1702
Parkside Financial Bank & Trust
Missouri
$43.2K -$19.7K -197 -32%
SC
1703
Steph & Co
Wisconsin
$42.8K – – –
KHC
1704
Koesten Hirschmann & Crabtree
Kansas
$41.9K -$22.6K -227 -35%
CYG
1705
Clean Yield Group
Vermont
$41.1K – – –
KB
1706
Kimelman & Baird
New York
$38K – – –
RWM
1707
Ruedi Wealth Management
Illinois
$35.5K +$100 +1 +0.3%
BWP
1708
Baldwin Wealth Partners
Massachusetts
$34.6K -$1.1K -11 -3%
LI
1709
LRI Investments
Florida
$33.8K – – –
JAM
1710
JCIC Asset Management
Ontario, Canada
$31.9K – – –
EWA
1711
Elevate Wealth Advisory
Georgia
$31.5K – – –
SA
1712
SRH Advisors
Kansas
$31.2K – – –
WWMSC
1713
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$30.4K +305 +30,500%
ACA
1714
Atlas Capital Advisors
Wyoming
$30.4K – – –
CNBTD
1715
Citizens National Bank Trust Department
Mississippi
$30.4K – – –
CIA
1716
Cape Investment Advisory
Georgia
$30K -$299 -3 -1%
GWP
1717
Gen-Wealth Partners
Michigan
$28.7K +$24.2K +243 +506%
DJSG
1718
D.J. St. Germain
Massachusetts
$28.4K +$25.4K +255 +1,020%
C
1719
Covestor
United Kingdom
$28K +$4.99K +50 +22%
WAG
1720
Wiser Advisor Group
Arizona
$28K +$200 +2 +0.7%
BONH
1721
Bank of New Hampshire
New Hampshire
$26.8K -$29K -291 -52%
ADL
1722
Asset Dedication LLC
California
$26.2K – – –
CWC
1723
Carolinas Wealth Consulting
North Carolina
$25.7K -$35.1K -352 -58%
GFPC
1724
Global Financial Private Client
Florida
$25K – – –
LWANC
1725
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5K +$5.99K +60 +33%
67 68
69
70 71