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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1326
Jacobi Capital Management
Pennsylvania
$159K +$51.8K +452 +49%
SIC
1327
Salem Investment Counselors
North Carolina
$154K +$18.1K +158 +13%
CCA
1328
Column Capital Advisors
Indiana
$151K – – –
LWM
1329
Liberty Wealth Management
California
$151K +$8.71K +76 +6%
CA
1330
Centerpoint Advisors
Massachusetts
$150K +$6.53K +57 +5%
MPWT
1331
MassMutual Private Wealth & Trust
Connecticut
$150K +$63.1K +551 +73%
HBT
1332
Hills Bank & Trust
Iowa
$149K – – –
EDRH
1333
Edmond de Rothschild Holding
Switzerland
$149K +$85.9K +750 +138%
RDFA
1334
Ritter Daniher Financial Advisory
Ohio
$147K +$47.5K +415 +48%
WIM
1335
Westside Investment Management
California
$145K +$1.58M +13,788 +30%
NL
1336
NVWM LLC
Pennsylvania
$145K – – –
WBC
1337
West Branch Capital
Massachusetts
$144K +$143K +1,250 New
KFI
1338
Key Financial Inc
Pennsylvania
$133K +$11.1K +97 +9%
SSB
1339
Sandy Spring Bank
Maryland
$126K +$42.7K +373 +52%
IBOK
1340
Independence Bank of Kentucky
Kentucky
$123K -$111K -971 -48%
RIM
1341
Rockbridge Investment Management
New York
$118K – – –
PAI
1342
Pittenger & Anderson Inc
Nebraska
$117K -$215K -1,878 -65%
KFS
1343
Kelly Financial Services
Massachusetts
$116K +$42.7K +373 +59%
FGAM
1344
Financial Gravity Asset Management
Texas
$115K – – –
PP
1345
PrairieView Partners
Minnesota
$111K +$6.3K +55 +6%
CWA
1346
Clearview Wealth Advisors
Oregon
$108K +$458 +4 +0.4%
ADL
1347
Asset Dedication LLC
California
$108K +$55.6K +485 +109%
MIM
1348
Macroview Investment Management
Maryland
$102K – – –
GIA
1349
Goodwin Investment Advisory
Georgia
$99K – – –
LS
1350
Leelyn Smith
Illinois
$98K -$108K -944 -53%
52 53
54
55 56