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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
226
Oarsman Capital
Wisconsin
$1.09M +$1.12M +10,179 New
PMFA
227
Plante Moran Financial Advisors
Michigan
$1.07M +$1.1M +10,029 New
CPO
228
Cerity Partners OCIO
New York
$1.06M +$1.09M +9,887 New
LIM
229
Leavell Investment Management
Alabama
$1.03M +$1.05M +9,586 New
PA
230
Pinnacle Associates
New York
$1.02M +$1.05M +9,544 New
LWA
231
Lenox Wealth Advisors
New York
$1.01M +$1.04M +9,434 New
LW
232
Linscomb Wealth
Texas
$975K +$999K +9,094 New
MFS
233
MSI Financial Services
Massachusetts
$970K +$994K +9,052 New
AFC
234
AFT Forsyth & Company
Florida
$948K +$972K +8,845 New
CBU
235
CIBC Bank USA
Illinois
$934K +$956K +8,700 New
HW
236
Hancock Whitney
Mississippi
$926K +$949K +8,635 New
AA
237
Alesco Advisors
New York
$897K +$919K +8,365 New
ACM
238
Avalon Capital Management
California
$896K +$918K +8,360 New
JIR
239
James Investment Research
Ohio
$886K – – –
VFS
240
VSR Financial Services
Kansas
$867K +$888K +8,088 New
NB
241
NBT Bank
New York
$853K +$874K +7,961 New
DAM
242
Delta Asset Management
Tennessee
$843K +$864K +7,865 New
DSA
243
Davis Selected Advisers
Arizona
$831K +$851K +7,750 New
WCA
244
Westover Capital Advisors
Delaware
$825K +$845K +7,692 New
MVIP
245
Mar Vista Investment Partners
California
$820K +$840K +7,649 New
SFSG
246
Stearns Financial Services Group
North Carolina
$813K +$833K +7,585 New
KFS
247
KMS Financial Services
Washington
$796K +$816K +7,431 New
1IC
248
1919 Investment Counsel
Maryland
$785K +$804K +7,322 New
BPBT
249
Boston Private Bank & Trust
Massachusetts
$783K +$803K +7,306 New
KT
250
Kanaly Trust
Texas
$756K +$775K +7,055 New
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