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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1401
Steph & Co
Wisconsin
$53K – – –
CWM
1402
CarsonAllaria Wealth Management
Illinois
$53K +$12.7K +126 +29%
WAM
1403
Worth Asset Management
Texas
$52K -$1.02M -10,095 -95%
TIM
1404
Tortoise Investment Management
New York
$49K -$5.16K -51 -9%
HC
1405
Hoese & Co
Minnesota
$49K – – –
BBHC
1406
Brown Brothers Harriman & Co
New York
$49K +$20.7K +205 +68%
CT
1407
Clearstead Trust
Maine
$49K +$51.2K +506 New
GFPC
1408
Global Financial Private Client
Florida
$48.7K – – –
AWM
1409
Accel Wealth Management
Iowa
$48K -$61.1K -604 -55%
CB
1410
Community Bank
New York
$47K +$49.6K +490 New
CP
1411
Castleview Partners
Texas
$46K -$164K -1,617 -77%
SCA
1412
Stonebridge Capital Advisors
Minnesota
$46K -$22.7K -224 -32%
NFSG
1413
Newbridge Financial Services Group
Florida
$45K +$7.38K +73 +19%
MRC
1414
Millburn Ridgefield Corp
New York
$43K +$4.85K +48 +12%
KFS
1415
Kelly Financial Services
Massachusetts
$41K -$36.5K -361 -46%
AAMA
1416
Advanced Asset Management Advisors
Ohio
$39K – – –
BHWM
1417
Beaird Harris Wealth Management
Texas
$39K – – –
NG
1418
NWK Group
California
$34K -$6.07K -60 -15%
CCM
1419
Covington Capital Management
California
$34K – – –
JWBC
1420
John W. Brooker & Co
California
$33K +$34.5K +341 New
EI
1421
Ellevest Inc
New York
$32K -$258K -2,547 -88%
ARMC
1422
American Research & Management Company
Massachusetts
$31K – – –
LFA
1423
Level Financial Advisors
New York
$31K – – –
SA
1424
SRH Advisors
Kansas
$30K – – –
HWM
1425
HighMark Wealth Management
Minnesota
$30K +$31.8K +314 New
55 56
57
58 59