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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1076
D.B. Root & Company
Pennsylvania
$467K -$81.6K -712 -15%
BRM
1077
Boston Research & Management
Massachusetts
$464K +$25.3K +221 +6%
SCA
1078
STALEY CAPITAL ADVISERS
Pennsylvania
$461K – – –
BONH
1079
Bank of New Hampshire
New Hampshire
$461K +$458K +3,994 New
CAC
1080
Certified Advisory Corp
Florida
$460K -$2.08M -18,111 -82%
CT
1081
Columbia Trust
Oregon
$460K +$109K +950 +31%
TPA
1082
Trivium Point Advisory
Connecticut
$458K +$455K +3,971 New
BPCE
1083
Bank Pictet & Cie (Europe)
Germany
$456K +$73.3K +640 +19%
CPW
1084
Catalyst Private Wealth
California
$456K +$78.8K +688 +21%
P
1085
&Partners
Tennessee
$455K +$452K +3,946 New
W
1086
Wealthquest
Ohio
$454K -$128K -1,118 -22%
SSCA
1087
South Shore Capital Advisors
Massachusetts
$452K -$78.7K -687 -15%
FNT
1088
First National Trust
Pennsylvania
$448K +$215K +1,877 +93%
AP
1089
Advisor Partners
California
$447K +$445K +3,881 New
AFM
1090
Andesa Financial Management
Pennsylvania
$446K +$17.1K +149 +4%
TCM
1091
Telos Capital Management
California
$446K +$100K +877 +29%
SRC
1092
Sage Rhino Capital
California
$444K – – –
MAS
1093
Managed Account Services
Florida
$443K +$49.4K +431 +13%
BPB
1094
Badgley, Phelps & Bell
Washington
$442K -$70.9K -619 -14%
CC
1095
Courier Capital
New York
$442K -$7.45K -65 -2%
HR
1096
Howe & Rusling
New York
$441K +$229 +2 +0.1%
T
1097
TrueFG
Texas
$436K -$18.1K -158 -4%
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$436K – – –
BWP
1099
BSW Wealth Partners
Colorado
$435K -$19.1K -167 -4%
IWS
1100
Insight Wealth Strategies
California
$434K -$46.9K -409 -10%
42 43
44
45 46