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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
376
Round Table Services
New Jersey
$305K -$10.9K -100 -3%
TIM
377
Tortoise Investment Management
New York
$300K +$21.8K +200 +8%
SSB
378
Sandy Spring Bank
Maryland
$297K – – –
RFA
379
Reilly Financial Advisors
California
$291K +$874 +8 +0.3%
CI
380
Cambiar Investors
Colorado
$288K +$288K +2,640 New
NFG
381
NewFocus Financial Group
Washington
$286K – – –
IPC
382
Independent Portfolio Consultants
Florida
$285K – – –
BIM
383
Baldwin Investment Management
Pennsylvania
$280K – – –
FPCP
384
Fort Point Capital Partners
California
$276K +$276K +2,528 New
CCMG
385
Clark Capital Management Group
Pennsylvania
$275K -$2.18K -20 -0.8%
AW
386
ACG Wealth
Georgia
$267K -$245K -2,248 -48%
FC
387
FIC Capital
New York
$262K – – –
LNWWM
388
Laird Norton Wetherby Wealth Management
California
$257K +$257K +2,353 New
WI
389
Wedgewood Investors
Pennsylvania
$253K -$10.9K -100 -4%
DJSG
390
D.J. St. Germain
Massachusetts
$246K – – –
AAM
391
Autus Asset Management
Arizona
$245K +$12K +110 +5%
CCT
392
Country Club Trust
Missouri
$244K -$42.1K -386 -15%
ACM
393
Alpha Capital Management
Texas
$229K +$18K +165 +9%
EC
394
Estate Counselors
Wisconsin
$228K – – –
BRWA
395
B. Riley Wealth Advisors
Florida
$226K -$369K -3,375 -62%
1IC
396
1919 Investment Counsel
Maryland
$219K +$68.9K +631 +46%
CDIA
397
Capital Directions Investment Advisors
Georgia
$216K -$94K -861 -30%
VAM
398
Visionary Asset Management
Texas
$207K +$207K +1,893 +63,100%
AIM
399
AMI Investment Management
Indiana
$204K +$206K +1,890 New
BHB
400
Bank Hapoalim BM
Israel
$203K – – –
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16
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