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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1151
Moisand Fitzgerald Tamayo
Florida
$382K – – –
CFO
1152
CVA Family Office
Colorado
$378K -$46.2K -392 -11%
FWM
1153
Focused Wealth Management
New York
$378K -$7.54K -64 -2%
HTC
1154
Haverford Trust Company
Pennsylvania
$378K – – –
HFA
1155
Hoover Financial Advisors
Pennsylvania
$376K +$199K +1,691 +111%
FSG
1156
Financial Strategies Group
Michigan
$375K -$11.1K -94 -3%
CA
1157
Claro Advisors
Massachusetts
$369K -$37.8K -321 -9%
CPWA
1158
Cerro Pacific Wealth Advisors
California
$369K +$367K +3,119 New
LAM
1159
LifePro Asset Management
California
$368K +$366K +3,110 New
WGCA
1160
Wolf Group Capital Advisors
Virginia
$367K +$130K +1,105 +55%
IFG
1161
Investors Financial Group
Minnesota
$366K +$17.8K +151 +5%
WDC
1162
Woodward Diversified Capital
California
$366K +$364K +3,094 New
DCM
1163
Dimension Capital Management
Florida
$365K – – –
CRI
1164
Colonial River Investments
Virginia
$364K +$368K +3,122 New
CPW
1165
Catalyst Private Wealth
California
$363K +$48.9K +415 +16%
AIC
1166
Argus Investors Counsel
New York
$362K -$5.18K -44 -1%
BW
1167
Bison Wealth
Georgia
$360K +$21.8K +185 +6%
AL
1168
ADE LLC
Maryland
$359K +$358K +3,036 New
IFO
1169
Independent Family Office
New York
$358K +$3.18K +27 +0.9%
CCA
1170
Checchi Capital Advisers
California
$356K -$1.17M -9,973 -77%
ACP
1171
Ashfield Capital Partners
California
$355K – – –
NB
1172
NBT Bank
New York
$355K +$125K +1,064 +55%
TC
1173
Trust Company
Kansas
$354K -$71.5K -607 -17%
IIC
1174
Ironwood Investment Counsel
Arizona
$353K -$11.1K -94 -3%
WAM
1175
WNY Asset Management
New York
$353K +$352K +2,987 New
45 46
47
48 49