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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1176
Meadow Creek Wealth Advisors
Georgia
$446K +$447K +3,910 New
SB
1177
Simmons Bank
Arkansas
$442K +$141K +1,235 +47%
CWA
1178
Clarity Wealth Advisors
California
$440K -$43K -376 -9%
SRC
1179
Sage Rhino Capital
California
$439K – – –
SSC
1180
Syverson Strege & Co
Iowa
$437K -$63.5K -555 -13%
HR
1181
Howe & Rusling
New York
$437K +$343 +3 +0.1%
FIA
1182
Foundations Investment Advisors
Arizona
$436K +$157K +1,374 +55%
BHBT
1183
Burke & Herbert Bank & Trust
Virginia
$432K – – –
PCMC
1184
Private Capital Management (Colorado)
Colorado
$431K -$11.3K -99 -3%
CC
1185
Courier Capital
New York
$431K -$5.72K -50 -1%
TWP
1186
Tempus Wealth Planning
California
$430K +$26.2K +229 +6%
AFS
1187
Annapolis Financial Services
Maryland
$429K – – –
MAWCM
1188
Mine & Arao Wealth Creation & Management
California
$427K – – –
JGUA
1189
John G. Ullman & Associates
New York
$427K +$428K +3,740 New
CC
1190
Cypress Capital
Tennessee
$424K – – –
RCM
1191
Rain Capital Management
Oregon
$423K +$22.1K +193 +5%
OFG
1192
Oxford Financial Group
Indiana
$422K – – –
THWM
1193
Taylor Hoffman Wealth Management
Virginia
$421K – – –
CSIA
1194
Charles Schwab Investment Advisory
California
$420K -$276K -2,410 -40%
TFP
1195
Tilia Fiduciary Partners
North Carolina
$419K +$420K +3,672 New
BP
1196
BBR Partners
New York
$419K +$420K +3,674 New
CWM
1197
Cranbrook Wealth Management
Michigan
$418K +$229 +2 +0.1%
CHC
1198
City Holding Co
West Virginia
$418K +$17.7K +155 +4%
SFO
1199
Stokes Family Office
Louisiana
$418K +$126K +1,102 +43%
SIS
1200
Sound Income Strategies
Florida
$417K -$30.1K -263 -7%
46 47
48
49 50