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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
251
NBT Bank
New York
$821K -$20.1K -188 -2%
DAM
252
Delta Asset Management
Tennessee
$815K +$107 +1 +0%
MVIP
253
Mar Vista Investment Partners
California
$814K – – –
MFS
254
MSI Financial Services
Massachusetts
$813K -$9.54K -89 -1%
BTNA
255
Bremer Trust National Association
Minnesota
$810K +$458K +4,271 +128%
HMC
256
Higher Moment Capital
Massachusetts
$798K +$803K +7,500 New
ATC
257
Adirondack Trust Company
New York
$776K +$97K +905 +14%
WWM
258
Willingdon Wealth Management
North Carolina
$748K +$754K +7,034 New
TAM
259
Taurus Asset Management
New York
$724K – – –
WPC
260
White Pine Capital
Minnesota
$716K – – –
WA
261
Winfield Associates
Ohio
$714K +$719K +6,710 New
KFS
262
KMS Financial Services
Washington
$711K -$34.9K -326 -5%
FNT
263
First National Trust
Pennsylvania
$700K – – –
BAS
264
Brown Advisory Securities
Maryland
$698K +$143K +1,331 +26%
JIR
265
James Investment Research
Ohio
$696K – – –
SFA
266
Sequoia Financial Advisors
Ohio
$693K +$697K +6,507 New
FWIA
267
Fort Washington Investment Advisors
Ohio
$691K – – –
SSWM
268
Sheets Smith Wealth Management
North Carolina
$690K +$46.5K +434 +7%
HTC
269
Haverford Trust Company
Pennsylvania
$678K +$682K +6,366 New
WIM
270
Windhaven Investment Management
Massachusetts
$671K +$676K +6,310 New
BPBT
271
Boston Private Bank & Trust
Massachusetts
$640K +$14.5K +135 +2%
CHFS
272
Cobble Hill Financial Services
New Jersey
$639K – – –
KT
273
Kanaly Trust
Texas
$625K – – –
NES
274
New England Securities
New York
$614K -$42.2K -394 -6%
HCMT
275
Highland Capital Management (Tennessee)
Tennessee
$609K -$14.8K -138 -2%
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