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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1851
Essex Financial Services
Connecticut
$210K +$200 +2 +0.1%
NCM
1852
New Capital Management
Texas
$210K – – –
BWM
1853
BAM Wealth Management
Colorado
$210K -$112K -1,120 -35%
ACP
1854
Argyle Capital Partners
California
$210K -$4.7K -47 -2%
AWMI
1855
Aegis Wealth Management (Iowa)
Iowa
$209K +$211K +2,107 New
CICI
1856
Capital Investment Counsel Inc
North Carolina
$208K – – –
NG
1857
Novem Group
New York
$208K -$77.4K -774 -27%
WF
1858
Williams Financial
Vermont
$208K +$210K +2,097 New
DW30
1859
Drucker Wealth 3.0
New Jersey
$208K -$181K -1,809 -46%
DM
1860
Diversified Management
Wisconsin
$208K +$1.5K +15 +0.7%
WFS
1861
WealthGarden F.S.
California
$207K – – –
GSIAS
1862
Garden State Investment Advisory Services
New Jersey
$207K -$873K -8,723 -81%
CF
1863
Convergence Financial
Missouri
$207K -$3.8K -38 -2%
DFA
1864
Delta Financial Advisors
Louisiana
$206K +$208K +2,075 New
HOWA
1865
Heritage Oak Wealth Advisors
Florida
$206K -$4.8K -48 -2%
ACA
1866
Affinity Capital Advisors
California
$205K +$1.2K +12 +0.6%
TCM
1867
Towneley Capital Management
California
$205K – – –
MC
1868
Moors & Cabot
Massachusetts
$205K +$206K +2,062 New
WA
1869
Wealth Architects
California
$205K -$39.2K -392 -16%
LSIA
1870
LaSalle St. Investment Advisors
Illinois
$204K +$600 +6 +0.3%
MGW
1871
MB Generational Wealth
Washington
$204K -$94.9K -949 -32%
CGA
1872
Crescent Grove Advisors
Illinois
$202K -$3.9K -39 -2%
FMTC
1873
Farmers & Merchants Trust Company
California
$201K – – –
TCOT
1874
Trust Company of Toledo
Ohio
$201K – – –
WIC
1875
Woodmont Investment Counsel
Tennessee
$201K – – –
73 74
75
76 77