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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
926
Winthrop Advisory Group
Massachusetts
$229K +$228K +2,024 New
OC
927
Oarsman Capital
Wisconsin
$226K -$13.7K -122 -6%
DI
928
DFPG Investments
Utah
$226K +$17.3K +154 +8%
SFM
929
Signet Financial Management
New Jersey
$224K +$225K +2,004 New
BW
930
Bison Wealth
Georgia
$222K – – –
CFIA
931
Cantor Fitzgerald Investment Advisors
New York
$221K -$71.6K -637 -25%
CBU
932
CIBC Bank USA
Illinois
$221K -$11.9K -106 -5%
FANJ
933
Financial Architects (New Jersey)
New Jersey
$220K -$67.3K -599 -24%
PWAG
934
Polaris Wealth Advisory Group
California
$219K +$7.53K +67 +4%
GEA
935
Glen Eagle Advisors
New Jersey
$216K +$450 +4 +0.2%
AWM
936
Apollon Wealth Management
South Carolina
$212K +$139K +1,240 +196%
COI
937
Capital One Investing
Virginia
$211K – – –
MCM
938
Mengis Capital Management
Oregon
$210K -$15.6K -139 -7%
CASB
939
Cape Ann Savings Bank
Massachusetts
$209K -$30.4K -270 -13%
VCM
940
Vigilant Capital Management
Maine
$208K +$147K +1,307 +248%
NFG
941
Nations Financial Group
Iowa
$208K +$206K +1,835 New
IWS
942
Insight Wealth Strategies
California
$207K -$700K -6,223 -77%
ODCM
943
Old Dominion Capital Management
Virginia
$206K +$205K +1,820 New
OPA
944
Old Port Advisors
Maine
$204K -$8.21K -73 -4%
FLI
945
Family Legacy Inc
South Carolina
$204K +$3.04K +27 +2%
PMFA
946
Plante Moran Financial Advisors
Michigan
$204K +$41.6K +370 +26%
MPIA
947
Mountain Pacific Investment Advisers
Idaho
$203K +$202K +1,794 New
MC
948
Moors & Cabot
Massachusetts
$203K +$203K +1,806 New
HS
949
Horan Securities
United States
$200K -$9.11K -81 -4%
SCM
950
Silvant Capital Management
Georgia
$198K – – –
36 37
38
39 40