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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Defined Wealth Management
Oregon
$497K +$83.8K +835 +20%
HWA
1527
Heritage Wealth Advisors
Virginia
$496K +$44.9K +447 +10%
GA
1528
GSG Advisors
New Jersey
$494K -$4.62K -46 -0.9%
CD
1529
Chapin Davis
Maryland
$491K -$7.73K -77 -2%
PWC
1530
PYA Waltman Capital
Tennessee
$489K +$491K +4,892 New
OFS
1531
OneAscent Financial Services
Alabama
$486K -$445K -4,436 -48%
PFG
1532
Putney Financial Group
California
$484K -$299K -2,980 -38%
BEC
1533
Blue Edge Capital
Virginia
$478K +$480K +4,782 New
RBC
1534
Romano Brothers & Co
Illinois
$477K +$15.8K +157 +3%
MA
1535
MCF Advisors
Kentucky
$475K -$17.7K -176 -4%
DQRIM
1536
Dale Q Rice Investment Management
Washington
$472K – – –
NCM
1537
Northwest Capital Management
Oregon
$472K -$130K -1,293 -21%
BRM
1538
Boston Research & Management
Massachusetts
$472K -$3.31K -33 -0.7%
BIS
1539
BG Investment Services
Guam
$471K +$20.1K +200 +4%
AT
1540
American Trust
Kentucky
$469K -$395K -3,938 -46%
HHGA
1541
Halbert Hargrove Global Advisors
California
$467K – – –
TYCC
1542
Texas Yale Capital Corp
Florida
$465K – – –
GPW
1543
Gray Private Wealth
Massachusetts
$463K +$16.2K +161 +4%
CCFM
1544
Clear Creek Financial Management
Washington
$463K -$360K -3,584 -44%
TWM
1545
TSA Wealth Management
Texas
$461K +$602 +6 +0.1%
RCG
1546
Ridge Creek Global
Ohio
$460K +$462K +4,601 New
ACGA
1547
Atlanta Consulting Group Advisors
Georgia
$460K +$39.5K +394 +9%
SWA
1548
Strategies Wealth Advisors
Michigan
$459K -$101K -1,002 -18%
LWMI
1549
Legacy Wealth Management (Idaho)
Idaho
$458K +$54.4K +542 +13%
CWA
1550
Crusonia Wealth Advisors
Colorado
$455K +$457K +4,553 New
60 61
62
63 64