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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
1001
McCollum Christoferson Group
New York
$431K +$19.9K +170 +5%
TCWM
1002
Total Clarity Wealth Management
Illinois
$429K +$86.3K +737 +26%
CAM
1003
Cubic Asset Management
Massachusetts
$428K – – –
HWM
1004
Howard Wealth Management
Connecticut
$427K +$424K +3,618 New
ADL
1005
Asset Dedication LLC
California
$426K +$372K +3,179 +739%
BOS
1006
Bingham Osborn & Scarborough
California
$425K -$182K -1,553 -30%
RCM
1007
Rain Capital Management
Oregon
$425K +$31K +265 +8%
EWM
1008
Empirical Wealth Management
Washington
$424K -$503K -4,301 -55%
LNB
1009
Ledyard National Bank
$424K -$4.68K -40 -1%
LNWWM
1010
Laird Norton Wetherby Wealth Management
California
$424K +$9.83K +84 +2%
PWM
1011
Paulson Wealth Management
Illinois
$423K -$6.44K -55 -2%
CFS
1012
CRA Financial Services
New Jersey
$422K -$29.1K -249 -7%
WF
1013
Welch & Forbes
Massachusetts
$421K – – –
NGA
1014
Naples Global Advisors
Florida
$420K +$102K +871 +32%
FAM
1015
Formidable Asset Management
Ohio
$420K +$416K +3,550 New
NFG
1016
Nations Financial Group
Iowa
$416K +$34.8K +297 +9%
RWA
1017
Ropes Wealth Advisors
Massachusetts
$415K +$390K +3,332 +1,904%
CFO
1018
CVA Family Office
Colorado
$413K -$4.8K -41 -1%
CBN
1019
Cadence Bank NA
Texas
$408K – – –
PCM
1020
Pennsylvania Capital Management
Pennsylvania
$408K +$404K +3,452 New
PP
1021
Professional Planning
California
$408K +$404K +3,452 New
BRM
1022
Boston Research & Management
Massachusetts
$405K +$702 +6 +0.2%
GTAM
1023
Global Trust Asset Management
Florida
$405K +$332K +2,833 +475%
KIM
1024
Karpus Investment Management
New York
$405K +$401K +3,425 New
VCS
1025
Vaughan & Co Securities
New Jersey
$404K -$49.4K -422 -11%
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