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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
351
Sheets Smith Wealth Management
North Carolina
$883K +$193K +1,740 +28%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$877K -$76.5K -689 -8%
VIA
353
Vantage Investment Advisors
Pennsylvania
$877K +$447K +4,025 +105%
CANC
354
Culbertson A N & Co
Virginia
$868K +$182K +1,640 +27%
CWM
355
Concert Wealth Management
California
$861K +$482K +4,336 +63%
SFSG
356
Stearns Financial Services Group
North Carolina
$856K +$60K +540 +8%
JIP
357
Jaffetilchin Investment Partners
Florida
$854K -$42.8K -385 -5%
BWP
358
BSW Wealth Partners
Colorado
$853K -$9.11K -82 -1%
MVIP
359
Mar Vista Investment Partners
California
$852K – – –
BAS
360
Brown Advisory Securities
Maryland
$842K +$66.6K +600 +9%
HJA
361
Hugh Johnson Advisors
New York
$831K -$29.4K -265 -3%
WPC
362
White Pine Capital
Minnesota
$828K – – –
ICAS
363
Investors Capital Advisory Services
Massachusetts
$818K +$152K +1,366 +23%
DAM
364
Delta Asset Management
Tennessee
$802K – – –
SCM
365
Shelton Capital Management
Colorado
$792K -$26.8K -241 -3%
CCFCSB
366
Cape Cod Five Cents Savings Bank
Massachusetts
$779K -$435K -3,920 -36%
WA
367
Wealth Architects
California
$774K -$48.2K -434 -6%
HCA
368
Harbour Capital Advisors
Virginia
$768K +$164K +1,480 +27%
TAM
369
Taurus Asset Management
New York
$758K – – –
HTC
370
Haverford Trust Company
Pennsylvania
$754K – – –
CAM
371
Cidel Asset Management
Ontario, Canada
$747K +$744K +6,700 New
TSW
372
Thompson Siegel & Walmsley
Virginia
$738K +$178K +1,600 +32%
PC
373
Palo Capital
California
$735K – – –
FWIA
374
Fort Washington Investment Advisors
Ohio
$724K – – –
AWA
375
Arete Wealth Advisors
Illinois
$724K +$260K +2,338 +56%
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15
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