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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1726
First Heartland Consultants
Missouri
$202K +$199K +2,034 New
TWM
1727
TCFG Wealth Management
California
$201K +$199K +2,029 New
WIC
1728
Woodmont Investment Counsel
Tennessee
$201K – – –
DAM
1729
Delta Asset Management
Tennessee
$201K -$1.47K -15 -0.7%
FIM
1730
FWL Investment Management
Texas
$200K – – –
MCA
1731
Midwest Capital Advisors
Michigan
$197K -$35.1K -358 -15%
TFM
1732
TFC Financial Management
Massachusetts
$192K +$190K +1,935 New
CIA
1733
Cape Investment Advisory
Georgia
$191K +$3.14K +32 +2%
KSWA
1734
Kathleen S. Wright Associates
Pennsylvania
$184K +$65.8K +672 +57%
RMP
1735
Richards, Merrill & Peterson
Washington
$183K +$7.35K +75 +4%
KFI
1736
Key Financial Inc
Pennsylvania
$182K +$5.19K +53 +3%
ITIM
1737
Indiana Trust & Investment Management
Indiana
$181K +$79.7K +813 +81%
CB
1738
CNB Bank
Pennsylvania
$178K – – –
GTAM
1739
Global Trust Asset Management
Florida
$178K – – –
DSC
1740
Duncker Streett & Co
Missouri
$178K – – –
BDPWM
1741
Barnes Dennig Private Wealth Management
Ohio
$174K +$172K +1,753 New
MPCG
1742
Matrix Private Capital Group
New York
$171K – – –
CPA
1743
Cardiff Park Advisors
California
$164K +$1.37K +14 +0.9%
BONH
1744
Bank of New Hampshire
New Hampshire
$164K – – –
CWM
1745
CarsonAllaria Wealth Management
Illinois
$162K +$113K +1,158 +246%
VWWMG
1746
Vermillion & White Wealth Management Group
Pennsylvania
$161K +$2.74K +28 +2%
BHWM
1747
Beaird Harris Wealth Management
Texas
$156K – – –
DJSG
1748
D.J. St. Germain
Massachusetts
$156K +$152K +1,548 +6,192%
AGWCA
1749
Annis Gardner Whiting Capital Advisors
Florida
$156K +$4.02K +41 +3%
VWM
1750
Valley Wealth Managers
New Jersey
$155K +$23.4K +239 +18%
68 69
70
71 72