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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HVM
1226
Harvest Volatility Management
Connecticut
$287K +$286K +2,427 New
WAM
1227
Weatherly Asset Management
California
$286K – – –
DY
1228
Dowling & Yahnke
California
$282K – – –
BO
1229
Bank OZK
Arkansas
$282K +$14.4K +122 +5%
HWA
1230
HCR Wealth Advisors
California
$281K +$4.36K +37 +2%
TA
1231
TFG Advisers
Michigan
$280K +$32.2K +273 +13%
MCM
1232
Mengis Capital Management
Oregon
$276K -$7.19K -61 -3%
AMIM
1233
Aull & Monroe Investment Management
Alabama
$276K – – –
ODCM
1234
Old Dominion Capital Management
Virginia
$274K – – –
FWM
1235
Frontier Wealth Management
Missouri
$273K -$2K -17 -0.7%
CQS
1236
Credential Qtrade Securities
$272K -$825 -7 -0.3%
KIG
1237
Kowal Investment Group
Wisconsin
$272K +$274K +2,329 New
BWM
1238
Brickley Wealth Management
California
$268K -$1.89K -16 -0.7%
APW
1239
Acima Private Wealth
Virginia
$268K +$27.2K +231 +11%
MCM
1240
McKinley Capital Management
Alaska
$267K +$266K +2,256 New
TWM
1241
Titus Wealth Management
California
$266K – – –
AIM
1242
Alhambra Investment Management
Florida
$265K -$8.48K -72 -3%
AWM
1243
Atticus Wealth Management
Florida
$265K +$118 +1 +0%
CHJWM
1244
Carlton Hofferkamp & Jenks Wealth Management
Texas
$265K +$266K +2,256 New
SEP
1245
Southland Equity Partners
Missouri
$265K +$264K +2,241 New
MI
1246
Moneywise Inc
Virginia
$264K -$37.3K -317 -12%
TCA
1247
Transcend Capital Advisors
New Jersey
$263K -$33.9K -288 -11%
CA
1248
Capital Advantage
California
$262K +$942 +8 +0.4%
MSA
1249
Marino Stram & Associates
Massachusetts
$262K +$25.1K +213 +11%
THWM
1250
Taylor Hoffman Wealth Management
Virginia
$261K – – –
48 49
50
51 52