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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1801
One Wealth Management Investment & Advisory Services
Florida
$236K +$237K +2,373 New
CAG
1802
Carroll Advisory Group
Texas
$235K -$18.1K -181 -7%
IBOK
1803
Independence Bank of Kentucky
Kentucky
$235K -$5K -50 -2%
TMWM
1804
Taylor & Morgan Wealth Management
Michigan
$234K -$2.2K -22 -0.9%
CFA
1805
Cahill Financial Advisors
Minnesota
$233K -$10.1K -101 -4%
HBT
1806
Hills Bank & Trust
Iowa
$233K – – –
HCA
1807
Harbour Capital Advisors
Virginia
$232K +$26.1K +261 +13%
RPC
1808
Rossmore Private Capital
Connecticut
$231K +$30K +300 +15%
GI
1809
Gradient Investments
Minnesota
$231K +$233K +2,331 New
CFG
1810
Cassilly Financial Group
Maryland
$229K -$300 -3 -0.1%
AIA
1811
Allied Investment Advisors
Montana
$229K – – –
MFG
1812
Magnus Financial Group
New York
$228K -$188K -1,884 -45%
PMA
1813
Prudent Man Advisors
Illinois
$228K -$639K -6,390 -74%
LEFP
1814
Leading Edge Financial Planning
Tennessee
$228K +$229K +2,293 New
MWA
1815
MN Wealth Advisors
Kansas
$227K -$7.22M -72,147 -97%
SFG
1816
SageGuard Financial Group
Tennessee
$227K -$29.8K -298 -12%
1L
1817
10Elms LLP
Oklahoma
$226K +$228K +2,275 New
FFA
1818
Fortune Financial Advisors
Kansas
$225K +$227K +2,271 New
CAM
1819
Concorde Asset Management
Michigan
$225K -$45.6K -456 -17%
DWM
1820
Daner Wealth Management
Georgia
$225K -$7K -70 -3%
BPC
1821
Banque Pictet & Cie
Switzerland
$224K – – –
ACM
1822
Aspen Capital Management
Idaho
$224K +$3.1K +31 +1%
CAC
1823
Certified Advisory Corp
Florida
$224K +$100 +1 +0%
FFA
1824
Fragasso Financial Advisors
Pennsylvania
$223K -$12.6K -126 -5%
IAAG
1825
Innovative Asset Advisors Group
Connecticut
$221K +$223K +2,231 New
71 72
73
74 75