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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
826
Hudson Oak Wealth Advisory
New Jersey
$3.78M +$3.8M +37,845 New
GFA
827
Godfrey Financial Associates
New York
$3.78M +$3.8M +37,828 New
EFA
828
Edge Financial Advisors
Illinois
$3.77M +$5.52K +55 +0.1%
FWM
829
Forteris Wealth Management
New York
$3.77M +$3.78M +37,699 New
GBWM
830
Granite Bay Wealth Management
New Hampshire
$3.76M +$575K +5,726 +18%
MLFP
831
MPS Loria Financial Planners
Illinois
$3.76M +$153K +1,524 +4%
TWM
832
Tradition Wealth Management
Minnesota
$3.73M +$110K +1,094 +3%
SI
833
Stonekeep Investments
New Mexico
$3.73M -$18.6K -185 -0.5%
CCM
834
Charter Capital Management
Wisconsin
$3.72M +$50.8K +506 +1%
DTC
835
Davidson Trust Company
Washington
$3.71M +$351K +3,498 +10%
WP
836
Waycross Partners
Kentucky
$3.71M – – –
FNBT
837
FineMark National Bank & Trust
Florida
$3.7M +$443K +4,419 +14%
EB
838
Exchange Bank
California
$3.67M -$22.6K -225 -0.6%
WMA
839
Wealth Management Associates
New Jersey
$3.67M +$197K +1,960 +6%
FAT
840
First American Trust
California
$3.67M -$339K -3,378 -8%
FWM
841
FFT Wealth Management
Pennsylvania
$3.66M -$1.24M -12,372 -25%
BAWM
842
Bennett Associates Wealth Management
Pennsylvania
$3.66M +$143K +1,427 +4%
SIAM
843
Sterling Investment Advisors (Missouri)
Missouri
$3.66M +$432K +4,302 +13%
MBTD
844
Mechanics Bank - Trust Department
California
$3.66M -$53.8K -536 -1%
WA
845
Westfuller Advisors
New York
$3.66M +$953K +9,501 +35%
SA
846
Stewardship Advisors
Pennsylvania
$3.65M +$1M +10,005 +38%
DIP
847
DT Investment Partners
Pennsylvania
$3.64M -$19.8M -197,151 -84%
IWB
848
Innovative Wealth Building
Maryland
$3.64M -$105K -1,049 -3%
OCA
849
OpenArc Corporate Advisory
Georgia
$3.64M +$3.66M +36,451 New
CAAM
850
Cornerstone Advisors Asset Management
Pennsylvania
$3.63M -$4.51K -45 -0.1%
32 33
34
35 36