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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2151
Crusonia Wealth Advisors
Colorado
– -$455K -4,553 Closed
TDB
2152
Thompson David Blair
– -$440K -4,403 Closed
FA
2153
Fiduciary Alliance
South Carolina
– -$434K -4,346 Closed
CFWMA
2154
Center for Wealth Management Advisory
Ohio
– -$428K -4,285 Closed
KIM
2155
Kestra Investment Management
Texas
– -$413K -4,135 Closed
ACM
2156
Advisors Capital Management
New Jersey
– -$409K -4,091 Closed
EC
2157
EdgeRock Capital
Colorado
– -$407K -4,078 Closed
FRA
2158
Frank Rimerman Advisors
California
– -$399K -3,996 Closed
HZ
2159
Hixon Zuercher
Ohio
– -$379K -3,790 Closed
DFA
2160
Davies Financial Advisors
California
– -$367K -3,674 Closed
AIS
2161
AM Investment Strategies
Tennessee
– -$362K -3,623 Closed
AWMG
2162
ADG Wealth Management Group
Louisiana
– -$356K -3,563 Closed
AWA
2163
Archvest Wealth Advisors
California
– -$355K -3,556 Closed
RL
2164
Retireful LLC
Michigan
– -$348K -3,471 Closed
WP
2165
Westmount Partners
California
– -$344K -3,440 Closed
BFA
2166
Beaumont Financial Advisors
Massachusetts
– -$304K -3,048 Closed
HBS
2167
Howard Bailey Securities
Indiana
– -$298K -2,987 Closed
HFA
2168
Highland Financial Advisors
New Jersey
– -$288K -2,887 Closed
RWM
2169
RMG Wealth Management
Wisconsin
– -$168K -2,834 Closed
EP
2170
Essential Planning
New Hampshire
– -$282K -2,827 Closed
KCM
2171
Kendall Capital Management
Maryland
– -$278K -2,785 Closed
PIA
2172
Polaris Investment Advisors
Massachusetts
– -$275K -2,749 Closed
IFO
2173
Independent Family Office
New York
– -$268K -2,682 Closed
MPIA
2174
Milestones Private Investment Advisors
New York
– -$262K -2,625 Closed
GWAG
2175
Garrett Wealth Advisory Group
Texas
– -$258K -2,581 Closed
85 86
87
88 89