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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1751
Northstar Financial Companies
Pennsylvania
$257K +$100 +1 +0%
WCM
1752
WealthBridge Capital Management
Ohio
$257K -$47.8K -478 -16%
TBFA
1753
Three Bearings Fiduciary Advisors
New Hampshire
$257K – – –
AFC
1754
AFT Forsyth & Company
Florida
$256K +$100 +1 +0%
FWP
1755
Falcon Wealth Planning
California
$256K +$50K +500 +24%
PL
1756
Protective Life
Alabama
$256K +$258K +2,581 New
TWP
1757
Tyche Wealth Partners
Texas
$256K +$258K +2,576 New
BP
1758
Ballentine Partners
Massachusetts
$255K -$1.27M -12,690 -83%
FDDB
1759
Fidelity D&D Bancorp
Pennsylvania
$255K – – –
CCM
1760
Chilton Capital Management
Texas
$255K – – –
BW
1761
BIP Wealth
Georgia
$253K +$255K +2,548 New
SSC
1762
Syverson Strege & Co
Iowa
$252K -$96.7K -967 -28%
ARG
1763
Advisory Resource Group
Oklahoma
$252K +$254K +2,539 New
M
1764
MOTCO
Texas
$252K -$280K -2,794 -52%
TWM
1765
Trueblood Wealth Management
Ohio
$251K +$42.4K +424 +20%
BWM
1766
Brown Wealth Management
Illinois
$251K -$3.9K -39 -2%
SEIA
1767
Signature Estate & Investment Advisors
California
$251K -$145K -1,448 -36%
CIA
1768
Caerus Investment Advisors
Texas
$250K +$252K +2,520 New
AMBIA
1769
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$250K +2,500 New
EP
1770
Essential Partners
California
$248K +$250K +2,500 New
BFO
1771
Boston Family Office
Massachusetts
$248K -$11.5K -115 -4%
PW
1772
Potentia Wealth
California
$248K -$30.9K -309 -11%
BO
1773
Bank OZK
Arkansas
$248K – – –
AAS
1774
Annex Advisory Services
Wisconsin
$247K -$37.2K -372 -13%
ME
1775
McIlrath & Eck
Washington
$247K -$1.8K -18 -0.7%
69 70
71
72 73