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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
351
Peak Financial Management
Massachusetts
$10.6M +$676K +5,839 +7%
SHIM
352
Stone House Investment Management
Pennsylvania
$10.6M – – –
PAS
353
Park Avenue Securities
New York
$10.5M +$2.19M +18,927 +26%
YIA
354
YHB Investment Advisors
Connecticut
$10.5M +$5.03M +43,397 +90%
RWG
355
Regal Wealth Group
California
$10.5M +$364K +3,142 +4%
JGIA
356
Jackson Grant Investment Advisers
Connecticut
$10.4M +$782K +6,751 +8%
HFS
357
HBC Financial Services
Washington
$10.4M +$1.02M +8,843 +11%
FFS
358
Founders Financial Securities
Maryland
$10.4M -$3.56M -30,769 -25%
EWA
359
EP Wealth Advisors
California
$10.3M -$5.16M -44,543 -33%
MLICM
360
Metropolitan Life Insurance Company (MetLife)
New York
$10.3M – – –
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$10.1M +$501K +4,326 +5%
CAG
362
Crestwood Advisors Group
Massachusetts
$10.1M +$118K +1,019 +1%
PAG
363
Pinnacle Advisory Group
Maryland
$10.1M +$2.09M +18,040 +26%
SFG
364
Summit Financial Group
West Virginia
$10.1M -$4.28M -36,941 -29%
SXL
365
Summit X LLC
Missouri
$10.1M +$1.22M +10,502 +13%
BPA
366
Beacon Pointe Advisors
California
$10.1M -$296K -2,560 -3%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$9.88M +$8.27M +71,408 +464%
PFT
368
Providence First Trust
Arizona
$9.83M +$439K +3,795 +5%
CIP
369
Capital Insight Partners
Arizona
$9.71M -$2M -17,254 -17%
FTA
370
Financial & Tax Architects
Missouri
$9.54M +$9.71M +83,848 New
GFG
371
Greystone Financial Group
Michigan
$9.49M +$6.96M +60,103 +261%
NEIRG
372
New England Investment & Retirement Group
Massachusetts
$9.47M -$20.1M -173,172 -68%
ACS
373
Archford Capital Strategies
Illinois
$9.42M +$741K +6,395 +8%
CCT
374
Capital City Trust
Florida
$9.26M – – –
KFP
375
KMG Fiduciary Partners
Ohio
$9.24M +$1.93M +16,642 +26%
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