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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
1051
McCollum Christoferson Group
New York
$494K – – –
AFM
1052
Andesa Financial Management
Pennsylvania
$493K +$50.4K +435 +11%
FM
1053
Family Management
New York
$491K – – –
MYIA
1054
Mount Yale Investment Advisors
Colorado
$491K +$348 +3 +0.1%
PCG
1055
Private Capital Group
Connecticut
$489K -$47.6K -411 -9%
CWA
1056
Clarity Wealth Advisors
California
$486K +$491K +4,237 New
V
1057
Veritable
Delaware
$485K – – –
NGA
1058
Naples Global Advisors
Florida
$483K -$9.85K -85 -2%
AFC
1059
AFT Forsyth & Company
Florida
$482K – – –
BC
1060
Barnett & Company
Tennessee
$481K -$592K -5,107 -55%
P
1061
&Partners
Tennessee
$478K +$24.7K +213 +5%
CPW
1062
Catalyst Private Wealth
California
$477K +$23.2K +200 +5%
SC
1063
SouthState Corp
Florida
$474K -$33K -285 -6%
MPCG
1064
Matrix Private Capital Group
New York
$471K -$8.23K -71 -2%
PNAA
1065
Pictet North America Advisors
Switzerland
$471K – – –
BRM
1066
Boston Research & Management
Massachusetts
$471K +$8.23K +71 +2%
BWP
1067
BSW Wealth Partners
Colorado
$471K +$39.1K +337 +9%
T
1068
TrueFG
Texas
$470K +$37.7K +325 +9%
PMA
1069
Prudent Man Advisors
Illinois
$469K – – –
CIP
1070
Chartwell Investment Partners
Pennsylvania
$467K – – –
IWS
1071
Insight Wealth Strategies
California
$467K +$34.9K +301 +8%
BONH
1072
Bank of New Hampshire
New Hampshire
$461K – – –
W
1073
WealthOne
New York
$460K +$79.3K +684 +21%
MWM
1074
Mattern Wealth Management
Kansas
$459K -$17.4K -150 -4%
SCA
1075
STALEY CAPITAL ADVISERS
Pennsylvania
$459K – – –
41 42
43
44 45