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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mission Wealth Management
California
$604K +$185K +1,690 +44%
BWAM
627
Boyd Watterson Asset Management
Ohio
$600K +$109K +999 +22%
PAM
628
Palisade Asset Management
Minnesota
$600K +$600K +5,492 New
SG
629
StoneX Group
New York
$598K -$261K -2,385 -30%
FIAS
630
FinTrust Investment Advisory Services
South Carolina
$595K -$5.47K -50 -0.9%
EAM
631
Eagle Asset Management
Florida
$590K +$349K +3,194 +138%
VIA
632
Vantage Investment Advisors
Pennsylvania
$588K +$273K +2,500 +87%
FA
633
Fagan Associates
New York
$586K +$7.21K +66 +1%
CFD
634
Creative Financial Designs
Indiana
$584K -$102K -937 -15%
SFSG
635
Stearns Financial Services Group
North Carolina
$581K +$3.83K +35 +0.7%
LNB
636
Ledyard National Bank
$569K -$142K -1,299 -20%
FCBT
637
First Citizens Bank & Trust
North Carolina
$566K +$566K +5,177 New
BAM
638
Brave Asset Management
New Jersey
$561K – – –
SA
639
SL Advisors
New Jersey
$559K – – –
KCM
640
Karp Capital Management
California
$551K -$49.9K -456 -8%
SCM
641
Stellar Capital Management
Arizona
$545K -$12.2K -112 -2%
AB
642
AT Bancorp
Iowa
$543K +$543K +4,965 New
BCM
643
Brookmont Capital Management
Texas
$533K -$15.9K -145 -3%
PCM
644
Pointe Capital Management
Michigan
$521K -$69.4K -635 -12%
SIA
645
Starfire Investment Advisers
Michigan
$521K +$521K +4,768 New
OCG
646
Opus Capital Group
Ohio
$518K -$59K -540 -10%
CCM
647
Coe Capital Management
Illinois
$513K +$83.6K +765 +19%
AIFS
648
A&I Financial Services
Colorado
$512K +$512K +4,687 New
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$510K -$219 -2 -0%
CWM
650
Cornerstone Wealth Management
Missouri
$503K -$18.3K -167 -3%
24 25
26
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