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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
ACT Advisors
North Carolina
$434K -$2.12K -21 -0.5%
MCM
1127
Mattern Capital Management
Colorado
$433K -$19.6K -194 -4%
SFO
1128
Stokes Family Office
Louisiana
$433K +$44.1K +436 +11%
TBWA
1129
Three Bridge Wealth Advisors
California
$427K +$9.1K +90 +2%
SDWMA
1130
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K +$447K +4,422 New
TAM
1131
Tocqueville Asset Management
New York
$424K – – –
EIA
1132
Edgemoor Investment Advisors
Maryland
$422K -$14.2K -140 -3%
GKWIM
1133
Gerber Kawasaki Wealth & Investment Management
California
$421K +$443K +4,378 New
LA
1134
Latitude Advisors
Florida
$419K -$104K -1,029 -19%
HHGA
1135
Halbert Hargrove Global Advisors
California
$419K +$2.53K +25 +0.6%
LNWWM
1136
Laird Norton Wetherby Wealth Management
California
$419K +$18.2K +180 +4%
CFFP
1137
Center for Financial Planning
Michigan
$419K +$75.4K +746 +21%
HIC
1138
Hartline Investment Corp
Illinois
$419K +$440K +4,350 New
PAM
1139
Peak Asset Management
Colorado
$416K -$275K -2,718 -39%
MCG
1140
McCollum Christoferson Group
New York
$414K – – –
EWMCB
1141
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$412K -$10.2K -101 -2%
CIR
1142
Clear Investment Research
Georgia
$410K -$4.96K -49 -1%
HWA
1143
Heritage Wealth Advisors
Virginia
$409K +$2.73K +27 +0.6%
V
1144
Veritable
Delaware
$408K +$1.82K +18 +0.4%
RPGK
1145
Retirement Planning Group (Kansas)
Kansas
$408K +$215K +2,126 +101%
BFG
1146
Beacon Financial Group
Texas
$406K +$125K +1,237 +42%
SL
1147
Summitry LLC
California
$404K -$47M -465,172 -99%
HFA
1148
High Falls Advisors
New York
$404K -$103K -1,022 -20%
BRM
1149
Boston Research & Management
Massachusetts
$404K -$27.3K -270 -6%
IP
1150
Investment Partners
Ohio
$403K +$423K +4,179 New
44 45
46
47 48