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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1801
Addison Advisors
Vermont
$238K -$697K -7,040 -75%
AMIM
1802
Aull & Monroe Investment Management
Alabama
$238K -$495 -5 -0.2%
SWM
1803
SilverOak Wealth Management
Minnesota
$237K – – –
ESB
1804
Essex Savings Bank
Connecticut
$236K -$1.39K -14 -0.6%
DJYG
1805
David J. Yvars Group
Florida
$236K +$236K +2,383 New
S
1806
SignatureFD
Georgia
$236K -$411K -4,156 -64%
MWA
1807
MN Wealth Advisors
Kansas
$236K +$9.1K +92 +4%
TMWM
1808
Taylor & Morgan Wealth Management
Michigan
$235K +$1.88K +19 +0.8%
MCCP
1809
Mission Creek Capital Partners
California
$235K +$235K +2,379 New
SOAG
1810
Silver Oak Advisory Group
Oregon
$235K – – –
KPP
1811
Kings Path Partners
Texas
$235K -$4.35K -44 -2%
ACM
1812
Aspen Capital Management
Idaho
$234K +$10.3K +104 +5%
MFC
1813
Morris Financial Concepts
South Carolina
$233K -$4.95K -50 -2%
CFA
1814
Cahill Financial Advisors
Minnesota
$233K +$594 +6 +0.3%
UF
1815
Univest Financial
Pennsylvania
$231K +$231K +2,331 New
OPA
1816
Old Port Advisors
Maine
$230K -$4.65K -47 -2%
DWM
1817
Dogwood Wealth Management
Kansas
$230K -$212K -2,143 -48%
CFG
1818
Cassilly Financial Group
Maryland
$229K – – –
HOWA
1819
Heritage Oak Wealth Advisors
Florida
$228K +$22.9K +231 +11%
PRAG
1820
Portfolio Resources Advisor Group
Florida
$227K -$2.16M -21,848 -90%
OWP
1821
Obermeyer Wealth Partners
Colorado
$227K -$13.8K -139 -6%
MFG
1822
Magnus Financial Group
New York
$226K -$2.18K -22 -1%
FFA
1823
Fortune Financial Advisors
Kansas
$225K – – –
BIG
1824
Brookwood Investment Group
Arizona
$225K -$232K -2,345 -51%
SWM
1825
Silverlake Wealth Management
Vermont
$224K +$8.9K +90 +4%
71 72
73
74 75