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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1251
McKinley Capital Management
Alaska
$257K – – –
MA
1252
MONECO Advisors
Connecticut
$257K +$261K +2,254 New
TWM
1253
Titus Wealth Management
California
$256K – – –
TCA
1254
Transcend Capital Advisors
New Jersey
$256K +$2.43K +21 +0.9%
BAM
1255
Barrett Asset Management
New York
$256K +$130K +1,125 +100%
MI
1256
Moneywise Inc
Virginia
$255K +$232 +2 +0.1%
CA
1257
Capital Advantage
California
$254K +$579 +5 +0.2%
THWM
1258
Taylor Hoffman Wealth Management
Virginia
$253K +$2.2K +19 +0.9%
GL
1259
Graypoint LLC
New York
$245K -$90K -777 -27%
SWM
1260
Sugarloaf Wealth Management
Georgia
$244K -$14.8M -127,642 -97%
FIM
1261
Fernwood Investment Management
Massachusetts
$243K -$173K -1,498 -41%
SWA
1262
Sax Wealth Advisors
New Jersey
$242K +$19.6K +169 +9%
BWFA
1263
Baltimore-Washington Financial Advisors
Maryland
$241K – – –
DSC
1264
Duncker Streett & Co
Missouri
$238K +$347 +3 +0.1%
TTWM
1265
TCV Trust & Wealth Management
Virginia
$235K – – –
HFA
1266
Hoover Financial Advisors
Pennsylvania
$233K -$135K -1,168 -36%
JCM
1267
Janney Capital Management
Pennsylvania
$233K -$43.7K -377 -16%
CCM
1268
Carlson Capital Management
Minnesota
$233K – – –
IBOK
1269
Independence Bank of Kentucky
Kentucky
$232K – – –
EWA
1270
Evolution Wealth Advisors
Florida
$232K +$236K +2,040 New
QPWM
1271
Quadrant Private Wealth Management
Pennsylvania
$230K -$15.6K -135 -6%
MSWMA
1272
Market Street Wealth Management Advisors
Indiana
$230K +$1.97K +17 +0.8%
FNT
1273
First National Trust
Pennsylvania
$229K -$154K -1,333 -40%
BFIM
1274
Beese Fulmer Investment Management
Ohio
$229K – – –
ODG
1275
O'Dell Group
Ohio
$225K – – –
49 50
51
52 53