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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
Weatherstone Capital Management
Colorado
$234K +$233K +2,217 New
BJ
852
Brouwer & Janachowski
California
$232K -$551K -5,250 -71%
CFA
853
Carroll Financial Associates
North Carolina
$230K -$51.7K -493 -19%
WCG
854
Wall Capital Group
Arizona
$227K -$1.68M -16,037 -88%
NB
855
NBT Bank
New York
$227K – – –
OC
856
Oakworth Capital
Alabama
$226K +$181K +1,727 +439%
ACP
857
Arcus Capital Partners
Georgia
$224K +$1.89K +18 +0.9%
AFC
858
AFT Forsyth & Company
Florida
$221K -$2.1K -20 -1%
EFS
859
Essex Financial Services
Connecticut
$218K -$1.24M -11,853 -85%
S
860
SignatureFD
Georgia
$218K +$61.8K +589 +40%
WAM
861
Weatherly Asset Management
California
$209K – – –
PAG
862
Private Advisory Group
Washington
$208K -$8.71K -83 -4%
IIA
863
IPG Investment Advisors
California
$205K +$202K +1,924 New
TTWM
864
TCV Trust & Wealth Management
Virginia
$204K – – –
FVWA
865
Foster Victor Wealth Advisors
South Carolina
$203K +$200K +1,909 New
CQS
866
Credential Qtrade Securities
$201K -$195K -1,858 -50%
FLI
867
Family Legacy Inc
South Carolina
$192K -$944 -9 -0.5%
TFO
868
Tarbox Family Office
California
$187K – – –
CIAS
869
Capital Investment Advisory Services
North Carolina
$187K +$184K +1,758 New
SCM
870
Silvant Capital Management
Georgia
$186K – – –
AIM
871
Arcadia Investment Management
Michigan
$181K -$18.4K -175 -9%
WAM
872
Wealthspire Advisors (Maryland)
Maryland
$179K – – –
TRCT
873
Tower Research Capital (TRC)
New York
$175K -$1.58M -15,037 -90%
FGC
874
Financial Gravity Companies
Texas
$169K +$166K +1,578 New
IWP
875
Icon Wealth Partners
Texas
$164K +$14.6K +139 +10%
33 34
35
36 37