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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
751
BSW Wealth Partners
Colorado
$546K -$1.96M -17,403 -78%
CIC
752
Carnegie Investment Counsel
Ohio
$546K -$1.57K -14 -0.3%
LFS
753
Legacy Financial Strategies
Kansas
$541K +$541K +4,810 New
LJAC
754
L.J. Altfest & Co
New York
$540K +$675 +6 +0.1%
BWAM
755
Boyd Watterson Asset Management
Ohio
$535K – – –
BCA
756
Bay Colony Advisors
Massachusetts
$534K +$28.4K +253 +6%
PCG
757
Private Capital Group
Connecticut
$534K +$265K +2,361 +100%
WPC
758
White Pine Capital
Minnesota
$533K – – –
AIC
759
Ameritas Investment Company
Nebraska
$529K -$511K -4,542 -49%
SWM
760
Sequoia Wealth Management
Illinois
$525K +$523K +4,654 New
CWM
761
Cranbrook Wealth Management
Michigan
$521K -$11.1K -99 -2%
CF
762
Centaurus Financial
California
$518K +$136K +1,213 +36%
TC
763
Trust Company
Kansas
$517K -$18.4K -164 -3%
NWM
764
Northwest Wealth Management
Iowa
$514K +$282K +2,505 +123%
AWA
765
ARS Wealth Advisors
Florida
$512K -$181K -1,608 -26%
MIA
766
MainStreet Investment Advisors
Illinois
$512K – – –
NCM
767
Northwest Capital Management
Oregon
$508K – – –
WCM
768
Windham Capital Management
Massachusetts
$508K – – –
CAW
769
Cornerstone Advisors (Washington)
Washington
$504K +$3.37K +30 +0.7%
SCA
770
Stillwater Capital Advisors
Pennsylvania
$502K – – –
TNBTD
771
Trustmark National Bank Trust Department
Mississippi
$501K -$286K -2,548 -37%
RWA
772
River Wealth Advisors
Pennsylvania
$500K +$103K +912 +26%
CAAS
773
Capital Asset Advisory Services
Michigan
$499K +$249K +2,213 +101%
SCM
774
Stellar Capital Management
Arizona
$497K +$22.5K +200 +5%
FNT
775
First National Trust
Pennsylvania
$495K +$236K +2,101 +92%
29 30
31
32 33