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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1001
Blueprint Investment Partners
North Carolina
$603K +$91.2K +787 +18%
EWM
1002
Evercore Wealth Management
New York
$599K -$11.6K -100 -2%
BS
1003
Boenning & Scattergood
Pennsylvania
$599K +$34.9K +301 +6%
DSA
1004
Droms Strauss Advisors
Missouri
$599K +$55.3K +477 +10%
MWM
1005
Madison Wealth Management
Ohio
$598K -$172K -1,480 -22%
TC
1006
TownSquare Capital
Utah
$595K -$457K -3,939 -43%
CBN
1007
Cadence Bank NA
Texas
$593K – – –
FCA
1008
FinTrust Capital Advisors
South Carolina
$586K – – –
MWM
1009
Modera Wealth Management
New Jersey
$582K -$49K -423 -8%
CQS
1010
Credential Qtrade Securities
$581K -$75.3K -650 -11%
CMP
1011
Courage Miller Partners
Virginia
$574K -$87.5K -755 -13%
BCM
1012
Brookmont Capital Management
Texas
$574K +$116 +1 +0%
FSG
1013
Financial Strategies Group
Michigan
$571K -$32.9K -284 -5%
VCM
1014
Vivaldi Capital Management
Illinois
$567K -$580 -5 -0.1%
WDG
1015
Wealth Dimensions Group
Ohio
$567K +$41.1K +355 +8%
RWA
1016
River Wealth Advisors
Pennsylvania
$565K +$6.72K +58 +1%
NCM
1017
Noesis Capital Mangement
Florida
$564K +$53.7K +463 +10%
AIM
1018
Axiom Investment Management
New York
$562K +$64K +552 +13%
FA
1019
Fortis Advisors
Pennsylvania
$552K -$246K -2,124 -31%
NFG
1020
Nations Financial Group
Iowa
$551K +$125K +1,082 +29%
CCM
1021
Colorado Capital Management
Colorado
$548K -$371K -3,199 -40%
B
1022
Bailard
California
$547K -$692K -5,972 -56%
GT
1023
Greenleaf Trust
Michigan
$546K -$212K -1,832 -28%
BA
1024
Bristlecone Advisors
Washington
$543K +$116K +1,005 +27%
RWA
1025
Redhawk Wealth Advisors
Minnesota
$541K -$765K -6,601 -58%
39 40
41
42 43