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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
Mengis Capital Management
Oregon
$242K -$120K -1,131 -33%
PWM
727
Perigon Wealth Management
California
$239K -$490K -4,620 -67%
THWM
728
Taylor Hoffman Wealth Management
Virginia
$235K – – –
I
729
IberiaBank
Louisiana
$235K +$237K +2,231 New
ACG
730
Allen Capital Group
Nebraska
$234K -$8.7K -82 -4%
BTNA
731
Bremer Trust National Association
Minnesota
$226K -$5.88M -55,404 -96%
NB
732
NBT Bank
New York
$225K – – –
AFC
733
AFT Forsyth & Company
Florida
$222K -$49.3K -465 -18%
ACP
734
Arcus Capital Partners
Georgia
$220K +$1.38K +13 +0.6%
KFGK
735
Keystone Financial Group (Kentucky)
Kentucky
$219K -$40.1K -378 -15%
KBFS
736
Kohmann Bosshard Financial Services
Ohio
$217K +$218K +2,055 New
PO
737
Private Ocean
California
$216K +$16.2K +153 +8%
PAG
738
Private Advisory Group
Washington
$213K +$216K +2,033 New
BW
739
Bison Wealth
Georgia
$211K – – –
BRWM
740
B. Riley Wealth Management
Tennessee
$210K +$211K +1,992 New
KSA
741
Ken Stern & Associates
California
$209K – – –
VFA
742
Valeo Financial Advisors
Indiana
$208K -$83.3K -785 -28%
APP
743
Avantax Planning Partners
Iowa
$208K -$21.4K -202 -9%
PWAG
744
Polaris Wealth Advisory Group
California
$208K +$201K +1,894 +2,338%
WAM
745
Weatherly Asset Management
California
$207K – – –
MWAC
746
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$205K +1,937 New
TTWM
747
TCV Trust & Wealth Management
Virginia
$203K – – –
CSIC
748
Clifford Swan Investment Counsel
California
$203K +$204K +1,926 New
AC
749
Alexandria Capital
Virginia
$201K – – –
SS
750
Sunbelt Securities
Texas
$201K +$202K +1,908 New
28 29
30
31 32