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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
226
Oxford Asset Management
United Kingdom
$10.6M +$1.14M +10,454 +12%
AMG
227
Asset Management Group
Connecticut
$10.6M +$31.4K +287 +0.3%
CWM
228
Confluence Wealth Management
Oregon
$10.5M -$658K -6,021 -6%
ACP
229
Aveo Capital Partners
Colorado
$10.5M -$509K -4,657 -5%
ASN
230
Advisory Services Network
Georgia
$10.4M +$3.61M +33,032 +53%
SIM
231
SSI Investment Management
California
$10.4M +$186K +1,700 +2%
HCM
232
Howard Capital Management
Georgia
$10.4M +$10.4M +94,865 New
FTIOP
233
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.3M +$10.3M +94,472 New
CAM
234
Caprin Asset Management
Virginia
$10.3M -$40.5K -370 -0.4%
LFAS
235
Level Four Advisory Services
Texas
$10.3M -$3.77M -34,498 -27%
CB
236
Commerce Bank
Missouri
$10.2M -$643K -5,878 -6%
OCM
237
One Capital Management
California
$10.2M +$225K +2,060 +2%
VIM
238
VCU Investment Management
Virginia
$10.1M – – –
SFS
239
Sowell Financial Services
Arkansas
$9.98M +$1.1M +10,095 +12%
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$9.72M +$14.1M +129,077 New
CJA
241
C-J Advisory
California
$9.68M +$917K +8,392 +10%
FFS
242
Founders Financial Securities
Maryland
$9.63M +$895K +8,183 +10%
RFS
243
Rockefeller Financial Services
New York
$9.56M -$20K -183 -0.2%
SPIA
244
Steward Partners Investment Advisory
New York
$9.55M -$1.56M -14,297 -14%
GWM
245
Geneos Wealth Management
Colorado
$9.51M +$2M +18,264 +27%
ZCA
246
Zeke Capital Advisors
Pennsylvania
$9.42M +$543K +4,968 +6%
DT
247
Diversified Trust
Tennessee
$9.32M +$924K +8,455 +11%
DRS
248
Deane Retirement Strategies
Louisiana
$9.28M -$211K -1,926 -2%
HGWM
249
Harvest Group Wealth Management
Massachusetts
$9.11M +$9.11M +83,325 New
SFP
250
Shepherd Financial Partners
Massachusetts
$8.88M -$784K -7,175 -8%
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