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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Meridian Wealth Management
Kentucky
$229K +$228K +2,152 New
AIM
727
Advantage Investment Management
Iowa
$227K -$223K -2,107 -50%
NB
728
NBT Bank
New York
$226K -$115K -1,081 -34%
WAM
729
Wealthspire Advisors (Maryland)
Maryland
$224K +$35.1K +331 +19%
KCM
730
Kendall Capital Management
Maryland
$224K +$223K +2,104 New
ACP
731
Arcus Capital Partners
Georgia
$221K +$1.49K +14 +0.7%
G
732
Gainplan
Michigan
$221K +$220K +2,079 New
CONA
733
Capital One National Association
New York
$217K – – –
IIA
734
IPG Investment Advisors
California
$213K +$213K +2,005 New
BW
735
Bison Wealth
Georgia
$213K – – –
MPIA
736
Mountain Pacific Investment Advisers
Idaho
$212K – – –
BFPW
737
BOK Financial Private Wealth
Colorado
$211K -$63.5K -599 -23%
KSA
738
Ken Stern & Associates
California
$210K +$210K +1,977 New
WAM
739
Weatherly Asset Management
California
$209K -$94.6K -892 -31%
CNB
740
Camden National Bank
Maine
$208K +$208K +1,960 New
RW
741
REDW Wealth
New Mexico
$205K – – –
TTWM
742
TCV Trust & Wealth Management
Virginia
$204K – – –
JCM
743
Jacobi Capital Management
Pennsylvania
$204K +$126K +1,186 +163%
BWA
744
Burt Wealth Advisors
Maryland
$203K -$16.2K -153 -7%
LWA
745
Lowe Wealth Advisors
Maryland
$202K -$44.5K -420 -18%
AC
746
Alexandria Capital
Virginia
$202K – – –
PO
747
Private Ocean
California
$201K -$1.03M -9,756 -84%
AIM
748
Arcadia Investment Management
Michigan
$199K – – –
FLI
749
Family Legacy Inc
South Carolina
$193K +$193K +1,818 New
TFO
750
Tarbox Family Office
California
$187K +$4.98K +47 +3%
28 29
30
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