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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1751
Capital Investment Counsel Inc
North Carolina
$138K +$137K +1,400 New
NP
1752
NorthRock Partners
Minnesota
$138K -$198K -2,021 -59%
PSFG
1753
Park Square Financial Group
Georgia
$133K – – –
EF
1754
Elite Financial
Idaho
$133K +$132K +1,350 New
CG
1755
Curat Global
New Hampshire
$133K +$132K +1,346 New
GWANC
1756
Guardian Wealth Advisors (North Carolina)
North Carolina
$132K -$27.3K -279 -17%
FPB
1757
First PREMIER Bank
South Dakota
$132K – – –
VWM
1758
Valley Wealth Managers
New Jersey
$130K – – –
RDFA
1759
Ritter Daniher Financial Advisory
Ohio
$128K – – –
CT
1760
Clearstead Trust
Maine
$126K +$7.43K +76 +6%
GJIA
1761
Glass Jacobson Investment Advisors
Maryland
$126K – – –
DWM
1762
Darwin Wealth Management
Florida
$120K – – –
NMG
1763
New Millennium Group
Utah
$120K +$65.9K +674 +126%
KSWA
1764
Kathleen S. Wright Associates
Pennsylvania
$117K +$17.6K +180 +18%
NEWAS
1765
N.E.W. Advisory Services
Wisconsin
$117K +$115K +1,180 New
BCV
1766
Banque Cantonale Vaudoise
Switzerland
$109K +$108K +1,100 New
TCPG
1767
Trivant Custom Portfolio Group
California
$109K -$3.03K -31 -3%
BFO
1768
Biltmore Family Office
North Carolina
$107K – – –
OL
1769
one8zero8 LLC
North Carolina
$104K +$2.64K +27 +3%
SWIM
1770
Smallwood Wealth Investment Management
New Jersey
$103K +$101K +1,038 New
CWM
1771
Cranbrook Wealth Management
Michigan
$102K – – –
BIM
1772
Breakwater Investment Management
Washington
$102K +$18.7K +191 +23%
TAM
1773
Tucker Asset Management
Colorado
$101K +$30.8K +315 +45%
ITIM
1774
Indiana Trust & Investment Management
Indiana
$99.8K – – –
MFC
1775
Mechanics Financial Corp
Ohio
$98.9K – – –
69 70
71
72 73