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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$942K -$57K -518 -6%
SIA
327
Stancorp Investment Advisers
Oregon
$935K +$934K +8,488 New
WA
328
WFG Advisors
Texas
$934K +$183K +1,665 +24%
FAM
329
Foothills Asset Management
Arizona
$926K +$925K +8,410 New
GIP
330
Greatmark Investment Partners
Georgia
$925K -$179K -1,630 -16%
JIP
331
Jaffetilchin Investment Partners
Florida
$887K +$186K +1,691 +27%
BWP
332
BSW Wealth Partners
Colorado
$852K -$16.1K -146 -2%
HJA
333
Hugh Johnson Advisors
New York
$851K -$29.6K -269 -3%
MVIP
334
Mar Vista Investment Partners
California
$842K – – –
WWM
335
Willingdon Wealth Management
North Carolina
$820K +$35.1K +319 +4%
WPC
336
White Pine Capital
Minnesota
$818K +$77K +700 +10%
WA
337
Wealth Architects
California
$812K +$812K +7,378 New
SCM
338
Shelton Capital Management
Colorado
$809K -$116K -1,058 -13%
BOTW
339
Bank of the West
California
$809K +$68.3K +621 +9%
DAM
340
Delta Asset Management
Tennessee
$793K – – –
SFSG
341
Stearns Financial Services Group
North Carolina
$786K +$432K +3,927 +122%
EAMA
342
EFG Asset Management (Americas)
Florida
$785K +$785K +7,130 New
BAS
343
Brown Advisory Securities
Maryland
$765K +$55K +500 +8%
PO
344
Private Ocean
California
$763K +$27.1K +246 +4%
CWM
345
Concert Wealth Management
California
$758K +$260K +2,366 +52%
HB
346
Homrich & Berg
Georgia
$754K -$485K -4,404 -39%
TAM
347
Taurus Asset Management
New York
$749K – – –
HTC
348
Haverford Trust Company
Pennsylvania
$746K -$77K -700 -9%
CBB
349
Citizens Business Bank
California
$741K -$49.8K -453 -6%
PC
350
Palo Capital
California
$727K +$726K +6,600 New
12 13
14
15 16