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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1101
Essex Financial Services
Connecticut
$449K +$94.4K +801 +27%
BHBT
1102
Burke & Herbert Bank & Trust
Virginia
$447K +$200K +1,700 +82%
JSAM
1103
J. Safra Asset Management
New York
$446K +$445K +3,775 New
BWP
1104
BSW Wealth Partners
Colorado
$445K +$353 +3 +0.1%
MCG
1105
McCollum Christoferson Group
New York
$443K +$11.8K +100 +3%
BFG
1106
Barber Financial Group
Kansas
$436K +$434K +3,686 New
TSS
1107
Two Sigma Securities
New York
$433K +$431K +3,662 New
AFM
1108
Andesa Financial Management
Pennsylvania
$432K +$72.8K +618 +20%
NL
1109
NVWM LLC
Pennsylvania
$430K -$3.42K -29 -0.8%
RCM
1110
Rain Capital Management
Oregon
$430K +$2.47K +21 +0.6%
FIM
1111
Fernwood Investment Management
Massachusetts
$429K -$7.54K -64 -2%
EWM
1112
Empirical Wealth Management
Washington
$429K +$42.3K +359 +11%
LFA
1113
Legacy Financial Advisors
Kentucky
$429K +$428K +3,632 New
CWM
1114
Cranbrook Wealth Management
Michigan
$428K – – –
CAM
1115
Cubic Asset Management
Massachusetts
$428K – – –
NAM
1116
NTV Asset Management
West Virginia
$426K +$71.3K +605 +20%
CA
1117
Clearstead Advisors
Ohio
$425K -$22K -187 -5%
BRM
1118
Boston Research & Management
Massachusetts
$425K +$31.6K +268 +8%
CAM
1119
Cidel Asset Management
Ontario, Canada
$424K -$375K -3,185 Closed
CSIC
1120
Clifford Swan Investment Counsel
California
$424K +$141K +1,201 +50%
ACM
1121
Alamar Capital Management
California
$424K +$422K +3,586 New
SFG
1122
StrategIQ Financial Group
Indiana
$422K -$120K -1,018 -22%
NAG
1123
Northstar Advisory Group
New Jersey
$419K +$417K +3,542 New
HR
1124
Hayden Royal
North Carolina
$416K -$334K -2,833 -45%
CPA
1125
Clear Perspective Advisors
Illinois
$416K +$143K +1,210 +52%
43 44
45
46 47