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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1851
CPR Investments
Michigan
$209K -$541K -5,472 -72%
CICI
1852
Capital Investment Counsel Inc
North Carolina
$208K – – –
EL
1853
Essex LLC
Illinois
$208K -$7.92K -80 -4%
BA
1854
Ballew Advisors
Mississippi
$207K +$208K +2,103 New
DM
1855
Diversified Management
Wisconsin
$207K – – –
TCOT
1856
Trust Company of Toledo
Ohio
$206K +$5.74K +58 +3%
PPW
1857
Pasadena Private Wealth
California
$206K +$206K +2,083 New
MHR
1858
Matthew Hamilton Rosenberg
$206K -$33.2K -336 -14%
EWM
1859
Elevation Wealth Management
Minnesota
$205K -$227K -2,298 -53%
WA
1860
Wealth Architects
California
$205K +$1.19K +12 +0.6%
NW
1861
Naviter Wealth
Arkansas
$205K +$205K +2,070 New
KFI
1862
Key Financial Inc
Pennsylvania
$205K -$111K -1,119 -35%
TCM
1863
Towneley Capital Management
California
$204K – – –
LSIA
1864
LaSalle St. Investment Advisors
Illinois
$204K +$989 +10 +0.5%
BSTWA
1865
Blake Schutter Theil Wealth Advisors
Ohio
$204K +$204K +2,063 New
CCFCSB
1866
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$204K +2,061 New
BCMLT
1867
Beacon Capital Management LLC (Tennessee)
Tennessee
$203K -$348K -3,518 -63%
BCM
1868
BluePath Capital Management
Georgia
$203K +$203K +2,052 New
BF
1869
Benchmark Financial
Delaware
$203K -$10.8K -109 -5%
PF
1870
Penney Financial
Texas
$203K -$4.27M -43,205 -95%
OWM
1871
OneAscent Wealth Management
Alabama
$203K -$12.5K -126 -6%
CGA
1872
Crescent Grove Advisors
Illinois
$203K +$989 +10 +0.5%
SEIA
1873
Signature Estate & Investment Advisors
California
$202K -$48.3K -488 -19%
OC
1874
Oakworth Capital
Alabama
$202K +$41.9K +423 +26%
AFG
1875
Allegheny Financial Group
Pennsylvania
$201K +$1.58K +16 +0.8%
73 74
75
76 77