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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
901
FinTrust Capital Advisors
South Carolina
$679K -$6.05K -51 -0.9%
AIM
902
Arcadia Investment Management
Michigan
$679K – – –
SF
903
Summit Financial
New Jersey
$679K +$85.2K +718 +14%
MCP
904
Mirador Capital Partners
California
$676K +$30.7K +259 +5%
HWM
905
Howard Wealth Management
Connecticut
$675K +$249K +2,100 +58%
MFG
906
MidWestOne Financial Group
Iowa
$675K +$678K +5,715 New
DAM
907
Delta Asset Management
Tennessee
$671K +$30.4K +256 +5%
MWM
908
MorganRosel Wealth Management
Colorado
$669K +$270K +2,278 +67%
JWCA
909
J.W. Coons Advisors
Ohio
$666K -$14.6K -123 -2%
AWM
910
Affinity Wealth Management
Delaware
$666K +$672K +5,666 New
GTAM
911
Global Trust Asset Management
Florida
$663K +$260K +2,190 +64%
LRPA
912
L. Roy Papp & Associates
Arizona
$661K +$664K +5,599 New
TFS
913
Thoroughbred Financial Services
Tennessee
$658K +$39.9K +336 +6%
RWA
914
River Wealth Advisors
Pennsylvania
$655K -$117K -987 -15%
GPC
915
Garrison Point Capital
California
$652K – – –
JGUA
916
John G. Ullman & Associates
New York
$651K -$2.37K -20 -0.4%
PAM
917
Palisade Asset Management
Minnesota
$650K – – –
TCWM
918
Total Clarity Wealth Management
Illinois
$650K +$223K +1,876 +52%
SFS
919
Summit Financial Strategies
Ohio
$648K +$34K +287 +6%
MOS
920
MGO One Seven
Ohio
$646K +$177K +1,494 +38%
B
921
Bailard
California
$644K -$189K -1,593 -23%
WPC
922
White Pine Capital
Minnesota
$641K – – –
SF
923
Symphony Financial
Texas
$640K +$22.4K +189 +4%
LIM
924
Leavell Investment Management
Alabama
$635K +$174K +1,465 +37%
BS
925
Boenning & Scattergood
Pennsylvania
$633K +$277K +2,337 +77%
35 36
37
38 39