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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1076
Westbourne Investment Advisors
Maryland
$540K +$925 +9 +0.2%
TFA
1077
Tobias Financial Advisors
Florida
$539K -$6.65M -64,697 -92%
CT
1078
Columbia Trust
Oregon
$538K +$543K +5,289 New
IAA
1079
Independent Advisor Alliance
North Carolina
$538K +$544K +5,295 New
ES
1080
Eagle Strategies
New York
$537K +$542K +5,279 New
CCA
1081
Childress Capital Advisors
Texas
$533K – – –
HFA
1082
High Falls Advisors
New York
$531K -$113K -1,101 -17%
NL
1083
Navalign LLC
California
$531K -$12.8K -125 -2%
HGWM
1084
Harvest Group Wealth Management
Massachusetts
$530K +$524K +5,095 New
MCA
1085
MSH Capital Advisors
Arizona
$529K -$50.7K -493 -9%
TF
1086
Tompkins Financial
New York
$529K – – –
T
1087
TrueFG
Texas
$528K +$112K +1,088 +26%
CBN
1088
Cadence Bank NA
Texas
$526K +$4.32K +42 +0.8%
BFEC
1089
Benjamin F. Edwards & Company
Missouri
$525K +$123K +1,194 +30%
IIC
1090
Ironwood Investment Counsel
Arizona
$523K -$34K -331 -6%
D
1091
Dentgroup
Louisiana
$523K +$210K +2,039 +66%
CQS
1092
Credential Qtrade Securities
$522K -$3.9K -38 -0.7%
MWM
1093
Madison Wealth Management
Ohio
$516K -$964K -9,378 -65%
CDIA
1094
Capital Directions Investment Advisors
Georgia
$516K +$53.7K +523 +11%
SFG
1095
Sage Financial Group
Pennsylvania
$513K +$518K +5,042 New
W
1096
WealthOne
New York
$511K -$15.6K -152 -3%
FTCM
1097
First Trust Capital Management
Illinois
$511K +$511K +4,977 New
3LCM
1098
3D/L Capital Management
Connecticut
$508K +$122K +1,186 +31%
TLFA
1099
True Link Financial Advisors
California
$507K -$43.8K -426 -8%
EAMA
1100
EFG Asset Management (Americas)
Florida
$504K -$216K -2,099 -30%
42 43
44
45 46