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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
1601
Red Wave Investments
Pennsylvania
$203K +$200K +2,008 New
MCG
1602
McCollum Christoferson Group
New York
$203K -$229K -2,300 -53%
WSCM
1603
Wellington Shields Capital Management
New York
$203K – – –
GT
1604
Greenleaf Trust
Michigan
$202K +$199K +1,995 New
OBWP
1605
O'Brien Wealth Partners
Massachusetts
$202K +$199K +1,995 New
JFA
1606
JNBA Financial Advisors
Minnesota
$202K -$71.4K -716 -26%
SFG
1607
Sovereign Financial Group
Connecticut
$201K -$34.4K -345 -15%
PWP
1608
Pursue Wealth Partners
California
$201K +$198K +1,982 New
PCMC
1609
Planning Capital Management Corporation
Pennsylvania
$201K +$94.4K +946 +91%
MTIC
1610
Missouri Trust & Investment Company
Missouri
$200K -$1.8K -18 -0.9%
CTC
1611
Central Trust Company
Missouri
$198K -$43.6K -437 -18%
JGCM
1612
Joseph Group Capital Management
Ohio
$192K -$49.7K -498 -21%
DMIC
1613
Dixon Mitchell Investment Counsel
British Columbia, Canada
$191K -$34.7K -348 -16%
PWMA
1614
Pension & Wealth Management Advisors
Massachusetts
$188K -$40.5K -406 -18%
NFA
1615
Northwest Financial Advisors
Virginia
$187K +$184K +1,844 New
CB
1616
CNB Bank
Pennsylvania
$186K – – –
VF
1617
VitalStone Financial
Texas
$181K +$3.39K +34 +2%
MPCG
1618
Matrix Private Capital Group
New York
$176K – – –
HBW
1619
Hazlett, Burt & Watson
West Virginia
$173K -$4.49K -45 -3%
VWM
1620
Valley Wealth Managers
New Jersey
$172K -$20.5K -205 -11%
DSC
1621
Duncker Streett & Co
Missouri
$168K – – –
CPA
1622
Cardiff Park Advisors
California
$164K +$1.3K +13 +0.8%
RWM
1623
Reston Wealth Management
Virginia
$164K +$161K +1,616 New
FMTCOCP
1624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$163K – – –
FF
1625
Friedenthal Financial
New Jersey
$162K +$200 +2 +0.1%
63 64
65
66 67