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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$288K +$547 +5 +0.2%
BIM
552
Baldwin Investment Management
Pennsylvania
$284K +$11.5K +105 +4%
RT
553
Rockland Trust
Massachusetts
$276K -$134K -1,225 -33%
PCM
554
Parsons Capital Management
Rhode Island
$273K +$25K +228 +10%
CBU
555
CIBC Bank USA
Illinois
$269K +$265K +2,425 New
DJSG
556
D.J. St. Germain
Massachusetts
$268K -$24.6K -225 -9%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$267K – – –
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$264K -$3.83K -35 -1%
CCMG
559
Clark Capital Management Group
Pennsylvania
$263K -$44.3K -405 -15%
RW
560
Rand Wealth
Maryland
$261K +$258K +2,356 New
CSIC
561
Clifford Swan Investment Counsel
California
$260K +$257K +2,350 New
PAS
562
Park Avenue Securities
New York
$258K +$256K +2,337 New
FWM
563
Frontier Wealth Management
Missouri
$257K -$1.08M -9,865 -81%
BO
564
Bank OZK
Arkansas
$256K +$18.4K +168 +8%
WI
565
Wedgewood Investors
Pennsylvania
$245K -$10.9K -100 -4%
DSC
566
Duncker Streett & Co
Missouri
$240K +$328 +3 +0.1%
ATC
567
Argent Trust Co
Tennessee
$238K -$104K -950 -31%
NIC
568
Northwest Investment Counselors
Oregon
$238K -$84.3K -770 -26%
AW
569
ACG Wealth
Georgia
$238K +$16.1K +147 +7%
ADL
570
Asset Dedication LLC
California
$235K +$220K +2,010 +1,779%
CFA
571
Carroll Financial Associates
North Carolina
$228K +$134K +1,223 +146%
AFWA
572
Ancora Family Wealth Advisors
Ohio
$224K – – –
CWP
573
Capital Wealth Planning
Florida
$224K +$222K +2,025 New
HR
574
Howe & Rusling
New York
$221K – – –
MWAC
575
Mariner Wealth Advisors (Cincinnati)
Ohio
$220K +$6.35K +58 +3%
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