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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$46K – – –
FANJ
352
Financial Architects (New Jersey)
New Jersey
$43K – – –
WRM
353
Westport Resources Management
Connecticut
$43K – – –
KTC
354
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
BFEC
355
Benjamin F. Edwards & Company
Missouri
$31K +$8.84K +83 +41%
TCCM
356
Timber Creek Capital Management
Massachusetts
$29K +$3.2K +30 +12%
SNT
357
Security National Trust
West Virginia
$27K – – –
CCM
358
Chilton Capital Management
Texas
$24.9K -$7.99K -75 -24%
PSUF
359
People's United Financial
Connecticut
$22K +$5.86K +55 +37%
PFS
360
Penseco Financial Services
Pennsylvania
$20K +$19.7K +185 New
MA
361
MCF Advisors
Kentucky
$14K +$14.1K +132 New
TAIM
362
TD Ameritrade Investment Management
Nebraska
$11K +$10.5K +99 New
PSI
363
Pinnacle Summer Investments
Virginia
$10K – – –
MWP
364
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FWM
365
Focused Wealth Management
New York
$7K +$6.82K +64 New
TIM
366
Tortoise Investment Management
New York
$6K – – –
EWM
367
Elite Wealth Management
Washington
$4K – – –
ECM
368
Exchange Capital Management
Michigan
$4K – – –
WC
369
Whitnell & Co
Illinois
$4K – – –
PFO
370
Pathstone Family Office
New Jersey
$3K – – –
SHWM
371
Smith & Howard Wealth Management
Georgia
$3K +$107 +1 +4%
MAS
372
Madden Advisory Services
Florida
$2K – – –
CFA
373
Camarda Financial Advisors
Florida
$1K -$298K -2,794 -100%
BCM
374
Bluefin Capital Management
New York
– -$35.1M -327,751 Closed
FAAM
375
First Allied Asset Management
California
– -$10.2M -94,952 Closed
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15
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