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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1126
Edgemoor Investment Advisors
Maryland
$460K – – –
WA
1127
Wealthstar Advisors
Texas
$460K – – –
P
1128
&Partners
Tennessee
$455K – – –
BRM
1129
Boston Research & Management
Massachusetts
$454K +$8.94K +87 +2%
MIC
1130
Means Investment Company
Maine
$453K +$195K +1,902 +74%
SAMC
1131
Spectrum Asset Management (Connecticut)
Connecticut
$452K -$10M -97,357 -96%
TWP
1132
Tempus Wealth Planning
California
$450K +$63.8K +621 +16%
AFM
1133
Andesa Financial Management
Pennsylvania
$449K -$9.97K -97 -2%
TAM
1134
Tocqueville Asset Management
New York
$447K – – –
EWMCB
1135
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$445K +$186K +1,812 +71%
TBWA
1136
Three Bridge Wealth Advisors
California
$442K +$199K +1,933 +80%
HHGA
1137
Halbert Hargrove Global Advisors
California
$440K -$464K -4,518 -51%
SFP
1138
Sandbox Financial Partners
Maryland
$440K -$74.9K -729 -14%
SS
1139
Sunbelt Securities
Texas
$438K -$59K -574 -12%
SCA
1140
Sage Capital Advisors
South Dakota
$438K -$36.3K -353 -8%
CIR
1141
Clear Investment Research
Georgia
$437K -$34.2K -333 -7%
MCG
1142
McCollum Christoferson Group
New York
$437K – – –
PCMC
1143
Private Capital Management (Colorado)
Colorado
$436K – – –
FAN
1144
Financial Advisors Network
California
$434K -$63.9K -622 -13%
RWA
1145
River Wealth Advisors
Pennsylvania
$430K – – –
HWA
1146
Heritage Wealth Advisors
Virginia
$429K -$158K -1,540 -27%
V
1147
Veritable
Delaware
$429K – – –
WFA
1148
Wade Financial Advisory
California
$429K +$3.08K +30 +0.7%
TC
1149
Tenret Company
Florida
$428K -$9.3M -90,485 -96%
GAA
1150
Global Assets Advisory
Florida
$428K +$432K +4,203 New
44 45
46
47 48