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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1126
Taylor Hoffman Wealth Management
Virginia
$263K – – –
CCMG
1127
Clark Capital Management Group
Pennsylvania
$260K -$2.22K -19 -0.9%
SXL
1128
Summit X LLC
Missouri
$259K +$7.84K +67 +3%
SFC
1129
SYM Financial Corp
Indiana
$259K +$38.9K +332 +18%
SMG
1130
Smart Money Group
Texas
$259K +$257K +2,194 New
C
1131
Certuity
Florida
$258K +$256K +2,185 New
BWFA
1132
Baltimore-Washington Financial Advisors
Maryland
$258K +$256K +2,187 New
MMA
1133
Miracle Mile Advisors
California
$256K +$3.75K +32 +1%
VFM
1134
Vivid Financial Management
California
$254K +$12.1K +103 +5%
WAG
1135
Winthrop Advisory Group
Massachusetts
$251K +$1.41K +12 +0.6%
IA
1136
Independence Advisors
Pennsylvania
$250K – – –
IWAG
1137
Integer Wealth Advisors Group
Georgia
$248K +$245K +2,092 New
BHBT
1138
Burke & Herbert Bank & Trust
Virginia
$246K – – –
DSC
1139
Duncker Streett & Co
Missouri
$246K +$104K +890 +75%
FC
1140
Fusion Capital
South Carolina
$245K -$16.2K -138 -6%
TWM
1141
Titus Wealth Management
California
$245K +$2.58K +22 +1%
TTWM
1142
TCV Trust & Wealth Management
Virginia
$244K – – –
LS
1143
Leelyn Smith
Illinois
$236K -$2.81K -24 -1%
AFG
1144
Affinia Financial Group
Massachusetts
$235K – – –
AFC
1145
AFT Forsyth & Company
Florida
$234K -$8.2K -70 -3%
MSWMA
1146
Market Street Wealth Management Advisors
Indiana
$234K – – –
CASB
1147
Cape Ann Savings Bank
Massachusetts
$233K +$231K +1,970 New
KOMWMG
1148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K +$231K +1,973 New
BW
1149
Bison Wealth
Georgia
$232K – – –
OC
1150
Oakworth Capital
Alabama
$232K +$5.27K +45 +2%
44 45
46
47 48