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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
401
Fusion Investment Group
Pennsylvania
$602K -$7.33M -67,218 -92%
CCM
402
Coldstream Capital Management
Washington
$597K -$31.7K -291 -5%
CM
403
Cornerstone Management
Georgia
$595K +$10.9K +100 +2%
FFC
404
First Financial Corp
Indiana
$592K -$707K -6,483 -55%
DAS
405
Dynamic Advisor Solutions
Arizona
$585K +$583K +5,342 New
WA
406
Waverly Advisors
Alabama
$577K -$953K -8,736 -62%
WF
407
Welch & Forbes
Massachusetts
$574K – – –
STMM
408
South Texas Money Management
Texas
$573K -$83.9K -769 -13%
IGIM
409
I.G. Investment Management
Manitoba, Canada
$571K +$569K +5,215 New
NB
410
NBT Bank
New York
$566K – – –
ACP
411
Aviance Capital Partners
Florida
$565K +$20.3K +186 +4%
FFA
412
First Foundation Advisors
California
$564K +$561K +5,144 New
PL
413
Plancorp LLC
Missouri
$553K +$550K +5,046 New
BCM
414
Brookmont Capital Management
Texas
$534K +$532K +4,875 New
SSWM
415
Sheets Smith Wealth Management
North Carolina
$525K -$439K -4,024 -46%
CS
416
Cannell & Spears
New York
$519K -$14.5K -133 -3%
RTS
417
Round Table Services
New Jersey
$511K -$32.7K -300 -6%
PWMAG
418
Pinnacle Wealth Management Advisory Group
New Jersey
$510K +$52.3K +480 +11%
CCFCSB
419
Cape Cod Five Cents Savings Bank
Massachusetts
$500K -$83.8K -768 -14%
TCOT
420
Trust Company of Toledo
Ohio
$500K +$7.63K +70 +2%
OCG
421
Opus Capital Group
Ohio
$495K +$4.47K +41 +0.9%
HWA
422
Heritage Wealth Advisors
Virginia
$493K -$4.36K -40 -0.9%
SFS
423
Summit Financial Strategies
Ohio
$484K -$99.1K -909 -17%
AIM
424
Advantage Investment Management
Iowa
$479K -$1.5M -13,742 -76%
LSA
425
Liberty Street Advisors
New York
$478K +$150K +1,373 +46%
15 16
17
18 19