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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
801
Bedell Frazier Investment Counselling
California
$3.57M +$1.06M +10,692 +43%
CVM
802
Cheviot Value Management
California
$3.57M +$34.6K +349 +1%
BAWM
803
Bennett Associates Wealth Management
Pennsylvania
$3.53M +$370K +3,733 +12%
FSG
804
Financial Strategies Group
Michigan
$3.51M -$84.4K -851 -2%
WMA
805
Wealth Management Associates
New Jersey
$3.49M +$183K +1,841 +6%
NI
806
NYL Investors
New York
$3.48M -$17.5K -176 -0.5%
PR
807
Payden & Rygel
California
$3.46M +$3.43M +34,542 New
CAM
808
Chandler Asset Management
California
$3.46M +$1.35M +13,578 +65%
LL
809
LPWM LLC
Minnesota
$3.43M +$158K +1,592 +5%
ATC
810
Adirondack Trust Company
New York
$3.42M -$64.2K -647 -2%
DTC
811
Davidson Trust Company
Washington
$3.37M +$661K +6,664 +25%
RT
812
Rockland Trust
Massachusetts
$3.37M +$3.33M +33,583 New
TA
813
TFB Advisors
Kansas
$3.33M +$428K +4,316 +15%
FNBT
814
FineMark National Bank & Trust
Florida
$3.27M +$929K +9,361 +40%
SW
815
Simplicity Wealth
New Jersey
$3.27M -$933K -9,405 -22%
VIPI
816
Vista Investment Partners II
Indiana
$3.26M -$50.3K -507 -2%
AWA
817
Aletheian Wealth Advisors
Washington
$3.25M – – –
SMC
818
Smith, Moore & Co
Missouri
$3.25M -$361K -3,635 -10%
SIAM
819
Sterling Investment Advisors (Missouri)
Missouri
$3.24M +$128K +1,294 +4%
GBWM
820
Granite Bay Wealth Management
New Hampshire
$3.2M +$282K +2,845 +10%
GFP
821
Gryphon Financial Partners
Ohio
$3.19M -$60.9K -614 -2%
MT
822
Midwest Trust
Kansas
$3.17M -$434K -4,375 -12%
MFS
823
Madrona Financial Services
Washington
$3.16M +$135K +1,356 +4%
FWP
824
Family Wealth Partners
North Carolina
$3.16M -$28.5K -287 -0.9%
SYBT
825
Stock Yards Bank & Trust
Kentucky
$3.15M -$50.8K -512 -2%
31 32
33
34 35