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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
476
Wedbush Securities
California
$239K +$242K +2,198 New
W
477
Wealthquest
Ohio
$236K – – –
SFA
478
Sequoia Financial Advisors
Ohio
$233K -$16.2K -147 -6%
NIC
479
Northwest Investment Counselors
Oregon
$232K -$58.1K -528 -20%
VHAM
480
Van Hulzen Asset Management
California
$228K -$74.2K -675 -24%
CW
481
Cabot-Wellington
Massachusetts
$226K +$228K +2,077 New
BHB
482
Bank Hapoalim BM
Israel
$220K – – –
AL
483
Aspiriant LLC
California
$218K +$220K +2,003 New
HR
484
Howe & Rusling
New York
$217K – – –
SHA
485
Smith Hayes Advisers
Nebraska
$212K +$14.4K +131 +7%
PL
486
Parthenon LLC
Kentucky
$210K -$34.5K -314 -14%
BC
487
Burney Company
Virginia
$210K +$212K +1,928 New
DWM
488
Dakota Wealth Management
Florida
$208K -$89.3K -812 -30%
MCM
489
Manchester Capital Management
Vermont
$206K -$233K -2,115 -53%
WPC
490
Waters Parkerson & Co
Louisiana
$204K -$9.13K -83 -4%
AC
491
Alexandria Capital
Virginia
$204K -$2.75K -25 -1%
SC
492
Scotia Capital
Ontario, Canada
$202K -$4.95K -45 -2%
CCT
493
Country Club Trust
Missouri
$201K -$68.2K -620 -25%
PFO
494
Pathstone Family Office
New Jersey
$194K +$190K +1,726 +3,257%
PAI
495
Pittenger & Anderson Inc
Nebraska
$192K – – –
APCM
496
Alaska Permanent Capital Management
Alaska
$186K – – –
DSC
497
Duncker Streett & Co
Missouri
$185K -$120K -1,091 -39%
PSUF
498
People's United Financial
Connecticut
$180K +$104K +949 +135%
APSP
499
Asset Planning Services (Pennsylvania)
Pennsylvania
$179K +$181K +1,642 New
BFEC
500
Benjamin F. Edwards & Company
Missouri
$171K – – –
18 19
20
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