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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1201
Welch & Forbes
Massachusetts
$460K -$49K -507 -10%
FMP
1202
Financial Management Professionals
Texas
$459K -$216K -2,233 -32%
PPWP
1203
Proquility Private Wealth Partners
Nevada
$458K +$32M +331,323 New
FDCDDQ
1204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$458K -$530K -5,482 -54%
CAWM
1205
Capital Advisors Wealth Management
Washington
$456K -$30.9K -319 -6%
MAM
1206
McLean Asset Management
Virginia
$455K -$615K -6,364 -58%
FNBOMD
1207
First National Bank of Mount Dora
Florida
$455K – – –
MC
1208
Middleton & Co
Massachusetts
$454K -$870K -9,000 -66%
BRM
1209
Boston Research & Management
Massachusetts
$454K +$47.6K +492 +12%
SPA
1210
Sentinel Pension Advisors
Massachusetts
$452K +$2.81K +29 +0.6%
GAB
1211
German American Bancorp
Indiana
$446K +$445K +4,601 New
IWMA
1212
Ironwood Wealth Management (Arizona)
Arizona
$445K -$2.71K -28 -0.6%
FT
1213
Fiduciary Trust
Massachusetts
$443K -$119K -1,230 -21%
CIR
1214
Clear Investment Research
Georgia
$443K +$30.6K +316 +7%
WA
1215
Wealthstar Advisors
Texas
$443K – – –
DWP
1216
Daymark Wealth Partners
Ohio
$443K +$441K +4,565 New
BCM
1217
Brookmont Capital Management
Texas
$443K -$21.4K -221 -5%
SF
1218
Symphony Financial
Texas
$441K +$435K +4,494 New
CAM
1219
Cubic Asset Management
Massachusetts
$438K +$104K +1,076 +31%
BFG
1220
Baron Financial Group
New Jersey
$436K -$2.54M -26,300 -85%
HS
1221
Horan Securities
United States
$435K -$505K -5,218 -54%
FWS
1222
FinDec Wealth Services
California
$434K +$433K +4,479 New
AC
1223
Abbrea Capital
California
$431K +$195K +2,018 +83%
BTWM
1224
Baker Tilly Wealth Management
Wisconsin
$430K +$176K +1,816 +69%
MWM
1225
Maripau Wealth Management
Indiana
$430K +$156K +1,618 +61%
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