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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
1076
MGO One Seven
Ohio
$475K -$51.5K -445 -10%
TF
1077
Trek Financial
Arizona
$472K -$171K -1,480 -26%
CRI
1078
Colonial River Investments
Virginia
$472K +$118K +1,021 +33%
PWMG
1079
Prestige Wealth Management Group
New Jersey
$471K -$120K -1,032 -20%
PNAA
1080
Pictet North America Advisors
Switzerland
$467K – – –
CIP
1081
Chartwell Investment Partners
Pennsylvania
$463K -$67.3K -581 -12%
HNW
1082
High Note Wealth
Minnesota
$457K – – –
MFW
1083
Mosaic Family Wealth
Missouri
$457K +$5.56K +48 +1%
SCA
1084
STALEY CAPITAL ADVISERS
Pennsylvania
$455K -$1.04M -9,000 -69%
NCM
1085
Noesis Capital Mangement
Florida
$454K +$232 +2 +0.1%
KIG
1086
Kowal Investment Group
Wisconsin
$454K +$192K +1,656 +71%
CHC
1087
City Holding Co
West Virginia
$449K -$58.8K -508 -11%
BAS
1088
Brown Advisory Securities
Maryland
$448K -$174K -1,500 -28%
T
1089
TrueFG
Texas
$448K -$12.3K -106 -3%
BWP
1090
BSW Wealth Partners
Colorado
$448K +$19.6K +169 +4%
SGCA
1091
Steel Grove Capital Advisors
Tennessee
$444K -$1.09M -9,448 -71%
QC
1092
QCM Cayman
Texas
$443K -$743K -6,418 -62%
MPCG
1093
Matrix Private Capital Group
New York
$443K -$73.1K -631 -14%
CC
1094
Courier Capital
New York
$443K – – –
NEPPG
1095
New England Professional Planning Group
Rhode Island
$443K +$138K +1,194 +45%
LWA
1096
LWS Wealth Advisors
New Jersey
$442K -$492K -4,252 -52%
SIAG
1097
Safeguard Investment Advisory Group
California
$438K -$23.7K -205 -5%
SRC
1098
Sage Rhino Capital
California
$438K – – –
FWIA
1099
Fort Washington Investment Advisors
Ohio
$438K +$138K +1,189 +45%
CFD
1100
Creative Financial Designs
Indiana
$437K +$103K +892 +30%
42 43
44
45 46