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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1451
TFC Financial Management
Massachusetts
$422K +$428K +4,350 New
ACM
1452
Advance Capital Management
Michigan
$420K +$50.9K +517 +14%
BRM
1453
Boston Research & Management
Massachusetts
$419K +$985 +10 +0.2%
CF
1454
Convergence Financial
Missouri
$418K +$425K +4,312 New
MSAM
1455
Moloney Securities Asset Management
Missouri
$418K +$21.9K +222 +5%
MFWP
1456
Mosaic Family Wealth Partners
Missouri
$415K – – –
CSA
1457
Cottage Street Advisors
Massachusetts
$409K +$25.2K +256 +6%
SXL
1458
Summit X LLC
Missouri
$403K -$4.83K -49 -1%
HDIM
1459
Hanson & Doremus Investment Management
Vermont
$403K – – –
HWA
1460
Heritage Wealth Advisors
Virginia
$402K +$2.36K +24 +0.6%
TNB
1461
Thomasville National Bank
Georgia
$401K +$4.92K +50 +1%
IPW
1462
Impact Partnership Wealth
Georgia
$400K +$150K +1,519 +58%
BFM
1463
Boston Financial Management
Massachusetts
$399K -$81.7K -830 -17%
EWM
1464
Executive Wealth Management
Michigan
$399K -$70.9K -720 -15%
BWL
1465
Bogart Wealth LLC
Virginia
$399K – – –
BCG
1466
Bravias Capital Group
New Jersey
$399K +$403K +4,094 New
LLWM
1467
Life Line Wealth Management
California
$397K +$5.02K +51 +1%
W
1468
WealthCollab
Washington
$396K -$4.43K -45 -1%
2L
1469
25 LLC
Missouri
$395K – – –
FSA
1470
Financial Sense Advisors
California
$394K -$2.07M -21,048 -84%
HA
1471
Hanover Advisors
South Carolina
$390K – – –
TWM
1472
Topsail Wealth Management
North Carolina
$390K +$396K +4,025 New
FMP
1473
Financial Management Professionals
Texas
$389K +$15.6K +158 +4%
CP
1474
Canopy Partners
Ohio
$389K – – –
PAMG
1475
Patton Albertson Miller Group
Tennessee
$388K +$179K +1,814 +83%
57 58
59
60 61