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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
376
HBC Financial Services
Washington
$12M +$1.33M +11,583 +12%
SA
377
Sunesis Advisors
Kansas
$12M – – –
PIM
378
Penobscot Investment Management
Massachusetts
$12M -$1.4M -12,262 -10%
DAS
379
Dynamic Advisor Solutions
Arizona
$11.8M +$2.66M +23,290 +29%
PFT
380
Providence First Trust
Arizona
$11.8M +$353K +3,084 +3%
RTC
381
Riverview Trust Company
Washington
$11.8M +$8.31M +72,624 +236%
GC
382
Gould Capital
Washington
$11.5M +$11.6M +101,141 New
ACS
383
Archford Capital Strategies
Illinois
$11.5M -$44K -385 -0.4%
RWG
384
Regal Wealth Group
California
$11.5M +$306K +2,677 +3%
HTC
385
Haverford Trust Company
Pennsylvania
$11.4M -$6.27M -54,791 -35%
BWAM
386
Boyd Watterson Asset Management
Ohio
$11.3M +$10.5M +91,552 +1,199%
VCA
387
Verdence Capital Advisors
Maryland
$11.3M -$357K -3,120 -3%
RCM
388
Regency Capital Management
Hawaii
$11.2M -$9.45M -82,617 -46%
DWM
389
Doyle Wealth Management
Florida
$11.2M -$615K -5,374 -5%
WCM
390
Wealthcare Capital Management
Virginia
$11.2M -$93K -813 -0.8%
AWA
391
Arete Wealth Advisors
Illinois
$11.2M +$1.09M +9,542 +11%
CAG
392
Crestwood Advisors Group
Massachusetts
$11.1M +$97.9K +856 +0.9%
MLICM
393
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M – – –
LGWM
394
Litman Gregory Wealth Management
California
$11M -$730K -6,379 -6%
IWM
395
IHT Wealth Management
Illinois
$10.8M -$711K -6,214 -6%
SB
396
Sunflower Bank
Texas
$10.7M -$2.34M -20,488 -18%
CL
397
CPWM LLC
Washington
$10.6M – – –
RC
398
Roundview Capital
New Jersey
$10.6M +$273K +2,383 +3%
QCG
399
Quadrant Capital Group
Ohio
$10.5M -$2.86M -24,962 -21%
SAM
400
Silverhawk Asset Management
Arizona
$10.4M +$10.5M +91,510 New
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