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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1151
Waldron Private Wealth
Pennsylvania
$362K -$330K -2,884 -48%
BCPWM
1152
Bradley & Co Private Wealth Management
Florida
$362K -$75.6K -660 -17%
CA
1153
Claro Advisors
Massachusetts
$361K – – –
EA
1154
Emerald Advisors
Washington
$361K +$358K +3,128 New
SFG
1155
Sowa Financial Group
Rhode Island
$357K -$48.9K -427 -12%
DCM
1156
Dimension Capital Management
Florida
$357K – – –
GT
1157
Glenview Trust
Kentucky
$354K – – –
WPA
1158
West Paces Advisors
Georgia
$353K – – –
BWL
1159
Bogart Wealth LLC
Virginia
$352K -$1.26K -11 -0.4%
WDC
1160
Woodward Diversified Capital
California
$351K +$11.1K +97 +3%
IFO
1161
Independent Family Office
New York
$350K – – –
HR
1162
Hayden Royal
North Carolina
$350K +$4.7K +41 +1%
CA
1163
Clearstead Advisors
Ohio
$349K – – –
NB
1164
NBT Bank
New York
$347K – – –
CAM
1165
Claret Asset Management
Quebec, Canada
$346K -$229K -2,000 -40%
TC
1166
Trust Company
Kansas
$346K – – –
BAM
1167
Barrett Asset Management
New York
$346K +$85.9K +750 +33%
FWM
1168
Focused Wealth Management
New York
$342K +$25.4K +222 +8%
CHJWM
1169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$342K +$74.2K +648 +28%
CCA
1170
Checchi Capital Advisers
California
$340K -$3.44K -30 -1%
NAM
1171
NTV Asset Management
West Virginia
$337K -$6.88K -60 -2%
IIM
1172
InTrack Investment Management
Vermont
$337K – – –
FFG
1173
Fullen Financial Group
Ohio
$335K +$1.49K +13 +0.4%
WIA
1174
Westbourne Investment Advisors
Maryland
$333K +$330K +2,884 New
CCM
1175
Crew Capital Management
Ohio
$331K +$6.88K +60 +2%
45 46
47
48 49