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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
426
Private Ocean
California
$999K +$200K +1,782 +25%
SFPM
427
Sensible Financial Planning & Management
Massachusetts
$988K -$44.5K -396 -4%
WS
428
Wedbush Securities
California
$988K +$7.76K +69 +0.8%
HB
429
Homrich & Berg
Georgia
$984K +$315K +2,802 +47%
CA
430
Cambridge Advisors
Nebraska
$976K – – –
NDSI
431
Newman Dignan & Sheerar Inc
Rhode Island
$974K -$76.6K -681 -7%
WA
432
WFG Advisors
Texas
$974K +$54.5K +485 +6%
STMM
433
South Texas Money Management
Texas
$970K -$3.38M -30,037 -78%
BOTW
434
Bank of the West
California
$962K -$12.6K -112 -1%
HSA
435
HBK Sorce Advisory
Pennsylvania
$958K -$34.4K -306 -3%
PCM
436
Pointe Capital Management
Michigan
$953K -$10.1K -90 -1%
SCM
437
Shelton Capital Management
Colorado
$947K +$1.35K +12 +0.1%
MHS
438
M Holdings Securities
Oregon
$942K +$194K +1,721 +26%
HTC
439
Haverford Trust Company
Pennsylvania
$925K – – –
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$914K – – –
BC
441
Brinker Capital
Pennsylvania
$902K -$16.9K -150 -2%
CWM
442
Cranbrook Wealth Management
Michigan
$902K +$16.5K +147 +2%
NG
443
NatWest Group
United Kingdom
$898K +$898K +7,990 New
CGL
444
Clarius Group LLC
Washington
$897K -$20K -178 -2%
MVIP
445
Mar Vista Investment Partners
California
$860K – – –
CC
446
Cedar Capital
Illinois
$859K -$1.53M -13,608 -64%
AFP
447
Ausdal Financial Partners
Iowa
$856K -$292K -2,599 -25%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$844K +$222K +1,975 +36%
WCM
449
Wealthcare Capital Management
Virginia
$843K +$18.9K +168 +2%
WPC
450
White Pine Capital
Minnesota
$835K – – –
16 17
18
19 20