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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
Abbrea Capital
California
$298K +$86.4K +745 +40%
MCM
1202
Mattern Capital Management
Colorado
$296K +$15.6K +135 +6%
PHS
1203
Pekin Hardy Strauss
Illinois
$294K +$116 +1 +0%
SFO
1204
Stokes Family Office
Louisiana
$294K +$21.6K +186 +8%
HNW
1205
High Note Wealth
Minnesota
$289K -$40K -345 -12%
FIA
1206
Foundations Investment Advisors
Arizona
$287K -$22.7K -196 -7%
NPT
1207
Nixon Peabody Trust
Massachusetts
$287K – – –
UTC
1208
Unified Trust Company
Kentucky
$286K – – –
BO
1209
Bank OZK
Arkansas
$286K +$3.01K +26 +1%
TCWM
1210
Total Clarity Wealth Management
Illinois
$285K -$147K -1,269 -34%
AFG
1211
Affinia Financial Group
Massachusetts
$285K -$1.62K -14 -0.6%
RG
1212
Retirement Group
California
$285K – – –
AWM
1213
Avondale Wealth Management
Texas
$284K -$464K -4,000 -62%
BW
1214
Bison Wealth
Georgia
$283K -$104K -901 -27%
HCA
1215
Harbour Capital Advisors
Virginia
$283K -$20.3K -175 -7%
CWM
1216
CCG Wealth Management
California
$283K +$286K +2,468 New
BFA
1217
Beacon Financial Advisory
Ohio
$279K +$22.7K +196 +9%
RWP
1218
RWA Wealth Partners
Massachusetts
$278K -$23.1K -199 -8%
RMDI
1219
R.M. Davis Inc
Maine
$278K +$23.5K +203 +9%
SCM
1220
Spreng Capital Management
Ohio
$277K -$8.69K -75 -3%
CWM
1221
Connecticut Wealth Management
Connecticut
$277K – – –
LC
1222
LCNB Corp
Ohio
$276K -$37.7K -325 -12%
DY
1223
Dowling & Yahnke
California
$274K – – –
LFA
1224
Legacy Financial Advisors
Kentucky
$272K -$3.48K -30 -1%
BCM
1225
Brasada Capital Management
Texas
$272K -$811 -7 -0.3%
47 48
49
50 51