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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Cordatus Wealth Management
Pennsylvania
$415K +$417K +3,517 New
MW
1027
Marcum Wealth
Ohio
$413K -$575K -4,844 -58%
LNWWM
1028
Laird Norton Wetherby Wealth Management
California
$413K -$9.96K -84 -2%
CA
1029
Claro Advisors
Massachusetts
$407K +$38.1K +321 +10%
KIM
1030
Karpus Investment Management
New York
$404K – – –
VCS
1031
Vaughan & Co Securities
New Jersey
$403K – – –
CAM
1032
Concorde Asset Management
Michigan
$402K -$671K -5,653 -62%
BEI
1033
Benjamin Edwards Inc
Missouri
$401K -$1.24M -10,460 -75%
VFA
1034
Valeo Financial Advisors
Indiana
$398K -$422K -3,558 -51%
SCM
1035
Spreng Capital Management
Ohio
$395K – – –
BRM
1036
Boston Research & Management
Massachusetts
$393K -$12K -101 -3%
BPCE
1037
Bank Pictet & Cie (Europe)
Germany
$391K – – –
LNB
1038
Ledyard National Bank
$390K -$34.4K -290 -8%
FNBOSM
1039
First National Bank of South Miami
Florida
$389K +$5.34K +45 +1%
EWM
1040
Empirical Wealth Management
Washington
$386K -$37.7K -318 -9%
FSG
1041
Financial Strategies Group
Michigan
$385K -$5.93K -50 -2%
FWM
1042
Focused Wealth Management
New York
$385K – – –
MFT
1043
Moisand Fitzgerald Tamayo
Florida
$382K – – –
LWA
1044
Lenox Wealth Advisors
New York
$380K +$40.6K +342 +12%
HTC
1045
Haverford Trust Company
Pennsylvania
$377K – – –
CAM
1046
Cidel Asset Management
Ontario, Canada
$376K -$306K -2,578 -45%
GC
1047
Grace Capital
Massachusetts
$370K -$169K -1,421 -31%
AIC
1048
Argus Investors Counsel
New York
$366K +$368K +3,104 New
DCM
1049
Dimension Capital Management
Florida
$365K – – –
BOTW
1050
Bank of the West
California
$363K -$313K -2,641 -46%
40 41
42
43 44