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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Brickley Wealth Management
California
$269K +$2.97K +25 +1%
BO
1127
Bank OZK
Arkansas
$268K +$64.2K +541 +31%
TWM
1128
Titus Wealth Management
California
$266K +$21K +177 +9%
CIAS
1129
Capital Investment Advisory Services
North Carolina
$266K +$102K +862 +62%
AWM
1130
Atticus Wealth Management
Florida
$264K +$119 +1 +0%
THWM
1131
Taylor Hoffman Wealth Management
Virginia
$261K -$1.9K -16 -0.7%
CA
1132
Capital Advantage
California
$261K +$263K +2,218 New
SHWM
1133
Silicon Hills Wealth Management
Texas
$260K -$15.4K -130 -6%
MSA
1134
Marino Stram & Associates
Massachusetts
$260K +$238K +2,003 New
C
1135
Certuity
Florida
$259K +$1.42K +12 +0.5%
MMA
1136
Miracle Mile Advisors
California
$258K +$1.9K +16 +0.7%
CCMG
1137
Clark Capital Management Group
Pennsylvania
$256K -$3.08K -26 -1%
VFM
1138
Vivid Financial Management
California
$254K – – –
WAG
1139
Winthrop Advisory Group
Massachusetts
$253K +$2.25K +19 +0.9%
IA
1140
Independence Advisors
Pennsylvania
$249K -$830 -7 -0.3%
TA
1141
TFG Advisers
Michigan
$247K +$249K +2,097 New
BHBT
1142
Burke & Herbert Bank & Trust
Virginia
$246K – – –
DSC
1143
Duncker Streett & Co
Missouri
$246K +$474 +4 +0.2%
BFG
1144
Baron Financial Group
New Jersey
$244K +$246K +2,070 New
FC
1145
Fusion Capital
South Carolina
$244K -$356 -3 -0.1%
TTWM
1146
TCV Trust & Wealth Management
Virginia
$244K – – –
IIA
1147
IPG Investment Advisors
California
$240K +$241K +2,034 New
APW
1148
Acima Private Wealth
Virginia
$240K -$37.1K -313 -13%
CPA
1149
Clear Perspective Advisors
Illinois
$238K – – –
MSWMA
1150
Market Street Wealth Management Advisors
Indiana
$238K +$4.39K +37 +2%
44 45
46
47 48