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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
601
All Terrain Financial Advisors
Minnesota
$578K -$59.7K -556 -9%
MWM
602
Merriman Wealth Management
Washington
$577K +$578K +5,380 New
FA
603
Fagan Associates
New York
$575K – – –
MCM
604
Mengis Capital Management
Oregon
$572K +$368K +3,431 +180%
BWAM
605
Boyd Watterson Asset Management
Ohio
$553K -$35.2K -328 -6%
SA
606
SL Advisors
New Jersey
$549K – – –
FCBT
607
First Citizens Bank & Trust
North Carolina
$544K -$11.5K -107 -2%
LJAC
608
L.J. Altfest & Co
New York
$543K +$544K +5,065 New
BCM
609
Brookmont Capital Management
Texas
$523K – – –
NDSI
610
Newman Dignan & Sheerar Inc
Rhode Island
$522K -$199K -1,855 -28%
OWM
611
Orgel Wealth Management
Wisconsin
$522K +$157K +1,464 +43%
WF
612
Welch & Forbes
Massachusetts
$521K -$105K -974 -17%
EAMA
613
EFG Asset Management (Americas)
Florida
$517K -$199K -1,858 -25%
VIA
614
Vantage Investment Advisors
Pennsylvania
$516K -$61.2K -570 -11%
OCG
615
Opus Capital Group
Ohio
$508K – – –
AIA
616
Allegis Investment Advisors
Idaho
$500K -$1.14M -10,604 -69%
FAM
617
Foothills Asset Management
Arizona
$500K -$137K -1,275 -21%
HCA
618
Harbour Capital Advisors
Virginia
$497K -$189K -1,765 -28%
SFP
619
Shepherd Financial Partners
Massachusetts
$492K -$8.23M -76,697 -94%
KCM
620
Karp Capital Management
California
$490K -$50.1K -467 -9%
PSUF
621
People's United Financial
Connecticut
$490K +$5.05K +47 +1%
HPC
622
Hobart Private Capital
North Carolina
$489K +$219K +2,041 +81%
AFM
623
Andesa Financial Management
Pennsylvania
$489K -$451K -4,202 -48%
GWM
624
Greenwich Wealth Management
Connecticut
$487K +$13.4K +125 +3%
CB
625
Chemical Bank
Michigan
$486K +$1.5K +14 +0.3%
23 24
25
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