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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1001
Clear Creek Financial Management
Washington
$268K +$9.35K +83 +4%
FPCG
1002
Fort Pitt Capital Group
Pennsylvania
$268K +$269K +2,388 New
B
1003
Bridgeworth
Alabama
$267K -$19K -169 -7%
YWP
1004
YorkBridge Wealth Partners
New York
$265K +$265K +2,356 New
OC
1005
Oakworth Capital
Alabama
$264K +$11.3K +100 +4%
HWA
1006
HCR Wealth Advisors
California
$262K +$3.94K +35 +2%
CPA
1007
Clear Perspective Advisors
Illinois
$260K – – –
CCMG
1008
Clark Capital Management Group
Pennsylvania
$260K +$16.8K +149 +7%
CQS
1009
Credential Qtrade Securities
$260K +$25.4K +225 +11%
HFA
1010
Huber Financial Advisors
Illinois
$253K -$43K -382 -14%
CFA
1011
Carroll Financial Associates
North Carolina
$251K +$15K +133 +6%
THWM
1012
Taylor Hoffman Wealth Management
Virginia
$250K – – –
PWM
1013
Perigon Wealth Management
California
$249K +$248K +2,204 New
PWM
1014
PBMares Wealth Management
Virginia
$249K +$250K +2,219 New
SQA
1015
Simon Quick Advisors
New Jersey
$248K -$5.86K -52 -2%
CCA
1016
Checchi Capital Advisers
California
$248K +$5.3K +47 +2%
RMDI
1017
R.M. Davis Inc
Maine
$246K – – –
PMFA
1018
Plante Moran Financial Advisors
Michigan
$246K +$44.1K +391 +22%
CPIG
1019
Chicago Partners Investment Group
Illinois
$246K +$245K +2,174 New
RFN
1020
RDA Financial Network
Iowa
$245K -$15.8K -140 -6%
NB
1021
NBT Bank
New York
$243K +$244K +2,166 New
ARG
1022
Advisory Resource Group
Oklahoma
$242K -$3.11M -27,621 -93%
WAG
1023
Winthrop Advisory Group
Massachusetts
$242K +$15K +133 +7%
WAS
1024
Wealth Advisory Solutions
Indiana
$241K +$241K +2,142 New
CAS
1025
Cascadia Advisory Services
Oregon
$239K +$240K +2,128 New
39 40
41
42 43