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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
876
Madison Asset Management
Wisconsin
$1.13M +$1.13M +9,583 New
OAM
877
Occidental Asset Management
California
$1.13M +$1.13M +9,577 New
AWM
878
Affinity Wealth Management
Delaware
$1.12M +$454K +3,858 +68%
ANBT
879
American National Bank & Trust
Texas
$1.12M +$80.9K +687 +8%
MAM
880
Marquette Asset Management
Minnesota
$1.11M -$418K -3,545 -27%
RWM
881
RBA Wealth Management
California
$1.11M +$27.2K +231 +3%
EVM
882
Eaton Vance Management
Massachusetts
$1.1M -$44.8K -380 -4%
WP
883
WealthPLAN Partners
Nebraska
$1.1M +$33.3K +283 +3%
QCIG
884
Quad-Cities Investment Group
Iowa
$1.1M +$95.5K +811 +10%
MWM
885
Mattern Wealth Management
Kansas
$1.1M -$3.08M -26,109 -74%
HFP
886
Holistic Financial Partners
Indiana
$1.09M -$2K -17 -0.2%
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$154K -1,307 -12%
GWAM
888
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.08M +$1.08M +9,132 New
PWM
889
PRW Wealth Management
Massachusetts
$1.08M – – –
CA
890
Cambridge Advisors
Nebraska
$1.07M -$5.65K -48 -0.5%
B
891
Bailard
California
$1.07M +$423K +3,594 +66%
IFWM
892
Institute for Wealth Management
Colorado
$1.07M +$80.2K +681 +8%
FCM
893
Firestone Capital Management
Florida
$1.07M +$1.89K +16 +0.2%
JPLA
894
Joseph P. Lucia & Associates
New York
$1.06M +$184K +1,565 +21%
CCM
895
Colorado Capital Management
Colorado
$1.06M – – –
SPA
896
Sentinel Pension Advisors
Massachusetts
$1.06M -$70.1K -595 -6%
KFC
897
Klingenstein Fields & Co
New York
$1.05M -$450K -3,817 -30%
TNBTD
898
Trustmark National Bank Trust Department
Mississippi
$1.05M +$99.8K +847 +11%
SIA
899
Strategic Investment Advisors
Michigan
$1.04M -$2.09M -17,784 -67%
LAS
900
Lloyd Advisory Services
Georgia
$1.04M +$6.6K +56 +0.6%
34 35
36
37 38