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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1101
Taylor Hoffman Wealth Management
Virginia
$424K – – –
OFG
1102
Oxford Financial Group
Indiana
$424K +$20.4K +176 +5%
CFO
1103
CVA Family Office
Colorado
$424K +$45.1K +389 +12%
CWM
1104
Cranbrook Wealth Management
Michigan
$421K – – –
WC
1105
Whitney & Co
New York
$420K -$345K -2,980 -45%
IA
1106
IFS Advisors
Kansas
$419K -$470K -4,054 -53%
CHC
1107
City Holding Co
West Virginia
$417K -$5.8K -50 -1%
FWIA
1108
Fort Washington Investment Advisors
Ohio
$416K +$23.8K +205 +6%
EFS
1109
Essex Financial Services
Connecticut
$414K -$2.67K -23 -0.6%
DBRC
1110
D.B. Root & Company
Pennsylvania
$413K -$52K -449 -11%
RWA
1111
Ropes Wealth Advisors
Massachusetts
$410K +$2.9K +25 +0.7%
TWP
1112
Tempus Wealth Planning
California
$406K -$2.32K -20 -0.6%
RCM
1113
Rain Capital Management
Oregon
$403K -$18K -155 -4%
CWA
1114
Centennial Wealth Advisory
Michigan
$402K +$18.4K +159 +5%
WF
1115
Welch & Forbes
Massachusetts
$398K -$4.06K -35 -1%
CAM
1116
Cubic Asset Management
Massachusetts
$397K -$18.9K -163 -5%
PP
1117
Professional Planning
California
$393K +$1.62K +14 +0.4%
BA
1118
Bridgewater Advisors
New York
$390K +$695 +6 +0.2%
NEPPG
1119
New England Professional Planning Group
Rhode Island
$388K – – –
SB
1120
Strategic Blueprint
Georgia
$384K -$323K -2,783 -45%
EA
1121
Emerald Advisors
Washington
$384K +$25.3K +218 +7%
CCMG
1122
Clark Capital Management Group
Pennsylvania
$383K – – –
FMN
1123
Financial Management Network
California
$382K -$174K -1,498 -31%
CCC
1124
Crescent Capital Consulting
Louisiana
$381K – – –
BRWM
1125
B. Riley Wealth Management
Tennessee
$376K +$379K +3,272 New
43 44
45
46 47