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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Mengis Capital Management
Oregon
$209K – – –
CSWG
1052
Cardinal Strategic Wealth Guidance
Kentucky
$209K +$210K +1,863 New
VCM
1053
Vigilant Capital Management
Maine
$206K – – –
FLI
1054
Family Legacy Inc
South Carolina
$205K -$113 -1 -0.1%
ODCM
1055
Old Dominion Capital Management
Virginia
$205K – – –
TCM
1056
Telos Capital Management
California
$204K +$204K +1,813 New
MPIA
1057
Mountain Pacific Investment Advisers
Idaho
$202K – – –
NAM
1058
NTV Asset Management
West Virginia
$202K +$203K +1,799 New
CHAM
1059
Clear Harbor Asset Management
Connecticut
$200K -$28.5K -253 -12%
LF
1060
Lantz Financial
Illinois
$200K -$45.2K -401 -18%
FWM
1061
Focused Wealth Management
New York
$199K +$192K +1,707 +2,667%
CHC
1062
City Holding Co
West Virginia
$197K +$16.9K +150 +9%
SCM
1063
Silvant Capital Management
Georgia
$196K – – –
CIAS
1064
Capital Investment Advisory Services
North Carolina
$191K +$96.3K +855 +102%
CTC
1065
Central Trust Company
Missouri
$189K +$137K +1,212 +259%
SFG
1066
Sowa Financial Group
Rhode Island
$186K +$187K +1,659 New
SCP
1067
Syntal Capital Partners
Texas
$182K +$183K +1,628 New
PFO
1068
Pathstone Family Office
New Jersey
$182K – – –
SFC
1069
SYM Financial Corp
Indiana
$174K +$16.9K +150 +11%
1IA
1070
1834 Investment Advisors
Wisconsin
$173K – – –
TFS
1071
TrustCore Financial Services
Tennessee
$173K +$127K +1,128 +272%
TA
1072
TFG Advisers
Michigan
$169K +$170K +1,510 New
CCA
1073
Column Capital Advisors
Indiana
$164K +$165K +1,465 New
TAM
1074
Townsend Asset Management
North Carolina
$158K +$159K +1,408 New
GFPC
1075
Global Financial Private Client
Florida
$148K +$149K +1,320 New
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43
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