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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$103K -$2.9K -29 -3%
BIM
1927
Breakwater Investment Management
Washington
$103K – – –
PK
1928
Pflug Koory
Nebraska
$102K +$1.5K +15 +1%
BFO
1929
Biltmore Family Office
North Carolina
$102K – – –
NA
1930
Networth Advisors
Pennsylvania
$101K -$53.9K -539 -35%
EB
1931
Eastern Bank
Massachusetts
$101K -$1.09M -10,904 -91%
MFC
1932
Mechanics Financial Corp
Ohio
$99.3K – – –
AIC
1933
Archer Investment Corporation
Indiana
$99.2K +$15.9K +159 +19%
BHWM
1934
Beaird Harris Wealth Management
Texas
$98K -$60.6K -606 -38%
HBW
1935
Hazlett, Burt & Watson
West Virginia
$97K +$10.1K +101 +11%
EWM
1936
Evolution Wealth Management
Florida
$97K +$11.9K +119 +14%
OA
1937
Operose Advisors
Wisconsin
$96.3K -$115K -1,150 -54%
CCWM
1938
Cassaday & Co Wealth Management
Virginia
$95.8K +$96.5K +965 New
BSB
1939
Bangor Savings Bank
Maine
$95.3K – – –
AFC
1940
Ares Financial Consulting
California
$93.6K +$10K +100 +12%
MWA
1941
Medallion Wealth Advisors
Connecticut
$92K +$16.1K +161 +21%
GFL
1942
Granite FO LLC
New Hampshire
$89.7K – – –
HWP
1943
Highline Wealth Partners
California
$89K – – –
WAS
1944
Winch Advisory Services
Wisconsin
$85.8K – – –
TCM
1945
Tradewinds Capital Management
Washington
$79.9K – – –
BCM
1946
Boreal Capital Management
Florida
$79.4K -$352K -3,520 Closed
PFBT
1947
Parkside Financial Bank & Trust
Missouri
$79.4K +$14.5K +145 +22%
KA
1948
Kozak & Associates
Colorado
$78.4K – – –
SWA
1949
Strategic Wealth Advisors
Arizona
$76K +$6.1K +61 +9%
TFA
1950
Toth Financial Advisory
Virginia
$75.1K -$10K -100 -12%
76 77
78
79 80