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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$406K +$67.1K +611 +20%
AF
602
Aldebaran Financial
$405K -$2.31K -21 -0.6%
UBV
603
United Bank (Virginia)
Virginia
$403K +$403K +3,673 New
CFA
604
Carroll Financial Associates
North Carolina
$400K +$46.1K +420 +13%
RTS
605
Round Table Services
New Jersey
$397K -$61.7K -562 -13%
PWMAG
606
Pinnacle Wealth Management Advisory Group
New Jersey
$394K +$10.4K +95 +3%
SFG
607
StrategIQ Financial Group
Indiana
$394K +$131K +1,194 +50%
BAM
608
Belpointe Asset Management
Nevada
$394K +$395K +3,598 New
AC
609
Abbrea Capital
California
$393K +$105K +957 +36%
TCOT
610
Trust Company of Toledo
Ohio
$390K – – –
SFS
611
Summit Financial Strategies
Ohio
$386K +$22.3K +203 +6%
IIA
612
IPG Investment Advisors
California
$383K -$49.9K -455 -12%
NGA
613
Naples Global Advisors
Florida
$383K – – –
CAM
614
Cubic Asset Management
Massachusetts
$382K – – –
GJIC
615
Gamble Jones Investment Counsel
California
$382K +$10.5K +96 +3%
PCA
616
Personal Capital Advisors
California
$382K +$382K +3,482 New
RIM
617
Rampart Investment Management
Connecticut
$381K +$4.39K +40 +1%
JIP
618
Jaffetilchin Investment Partners
Florida
$377K +$82.1K +748 +28%
DIA
619
Denver Investment Advisors
Colorado
$376K -$5.49K -50 -1%
MFT
620
Moisand Fitzgerald Tamayo
Florida
$374K +$2.31K +21 +0.6%
LC
621
LCNB Corp
Ohio
$374K +$36.7K +334 +11%
SRC
622
Shufro Rose & Co
New York
$369K – – –
CB
623
Chemical Bank
Michigan
$366K +$16.5K +150 +5%
CAW
624
Cornerstone Advisors (Washington)
Washington
$365K +$365K +3,328 New
FNT
625
First National Trust
Pennsylvania
$358K +$23.7K +216 +7%
23 24
25
26 27