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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1776
Clearstead Trust
Maine
$116K -$36.9K -375 -24%
TCPG
1777
Trivant Custom Portfolio Group
California
$109K +$98.6K +1,001 +776%
RS
1778
Rakuten Securities
Japan
$109K +$87.3K +886 +368%
CFP
1779
Comprehensive Financial Planning
Pennsylvania
$109K +$110K +1,121 New
LWA
1780
Lowe Wealth Advisors
Maryland
$107K +$94.5K +959 +675%
PPWM
1781
PFG Private Wealth Management
Florida
$105K +$6.6K +67 +7%
BFO
1782
Biltmore Family Office
North Carolina
$105K +$29.5K +300 +38%
OSNBOA
1783
Old Second National Bank of Aurora
Illinois
$102K – – –
CWM
1784
Cranbrook Wealth Management
Michigan
$100K – – –
OL
1785
one8zero8 LLC
North Carolina
$99.3K +$101K +1,025 New
HIIFS
1786
Harel Insurance Investments & Financial Services
Israel
$98K – – –
ITIM
1787
Indiana Trust & Investment Management
Indiana
$97.8K – – –
KSWA
1788
Kathleen S. Wright Associates
Pennsylvania
$96.9K – – –
MFC
1789
Mechanics Financial Corp
Ohio
$96.9K – – –
RCM
1790
Ravenstone Capital Management
$96.9K +$98.5K +1,000 New
AIC
1791
Archer Investment Corporation
Indiana
$90.7K -$40.3K -409 -30%
MEG
1792
Millstone Evans Group
Colorado
$89.9K +$91.4K +928 New
GFL
1793
Granite FO LLC
New Hampshire
$86.7K +$1.18K +12 +1%
WAS
1794
Winch Advisory Services
Wisconsin
$83.7K -$4.92K -50 -5%
AIM
1795
Anchor Investment Management
South Carolina
$82.9K +$886 +9 +1%
MDCM
1796
Morgan Dempsey Capital Management
Wisconsin
$81.6K -$30.3K -308 -27%
BIM
1797
Breakwater Investment Management
Washington
$81.6K +$1.67K +17 +2%
PK
1798
Pflug Koory
Nebraska
$81.4K +$68.2K +692 +468%
TCOV
1799
Trust Company of Vermont
Vermont
$81.2K -$9.95K -101 -11%
QC
1800
Quent Capital
New York
$78.5K +$79.8K +810 New
70 71
72
73 74