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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1226
Bank OZK
Arkansas
$284K +$67.4K +588 +31%
MCM
1227
Mattern Capital Management
Colorado
$282K +$280K +2,441 New
WAM
1228
Weatherly Asset Management
California
$279K – – –
HWA
1229
HCR Wealth Advisors
California
$278K -$9.39K -82 -3%
HCM
1230
Hudson Capital Management
New Jersey
$278K -$3.9K -34 -1%
CWM
1231
Connecticut Wealth Management
Connecticut
$278K +$276K +2,412 New
LFA
1232
Legacy Financial Advisors
Kentucky
$277K -$121K -1,055 -31%
DY
1233
Dowling & Yahnke
California
$275K – – –
SFO
1234
Stokes Family Office
Louisiana
$274K -$326K -2,841 -54%
BCM
1235
Brasada Capital Management
Texas
$274K +$7.91K +69 +3%
MAM
1236
Meeder Asset Management
Ohio
$271K -$2.81M -24,530 -91%
SFSIG
1237
San Francisco Sentry Investment Group
California
$270K – – –
BWM
1238
Brickley Wealth Management
California
$270K +$5.38K +47 +2%
BOPW
1239
Brandywine Oak Private Wealth
Pennsylvania
$270K +$269K +2,345 New
APW
1240
Acima Private Wealth
Virginia
$269K -$8.25K -72 -3%
JCM
1241
Janney Capital Management
Pennsylvania
$268K +$31.6K +276 +13%
FIM
1242
Fernwood Investment Management
Massachusetts
$267K +$20.5K +179 +8%
CPA
1243
Clear Perspective Advisors
Illinois
$266K – – –
SWA
1244
Sax Wealth Advisors
New Jersey
$266K +$20.4K +178 +8%
FMI
1245
F/M Investments
District of Columbia
$265K -$5.73K -50 -2%
AL
1246
ACAS LLC
California
$264K +$115 +1 +0%
AWA
1247
Acorn Wealth Advisors
Michigan
$261K -$72.6K -634 -22%
CDIA
1248
Capital Directions Investment Advisors
Georgia
$261K +$260K +2,265 New
DI
1249
Disciplined Investments
Oklahoma
$260K -$1.04M -9,046 -80%
TCA
1250
Transcend Capital Advisors
New Jersey
$259K – – –
48 49
50
51 52