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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
476
Shelton Capital Management
Colorado
$931K +$21.1K +193 +2%
HTC
477
Haverford Trust Company
Pennsylvania
$927K +$38.3K +350 +4%
JWS
478
Juncture Wealth Strategies
Arizona
$920K +$341K +3,110 +58%
NCM
479
New Capital Management
Texas
$919K +$932K +8,509 New
IG
480
ING Group
Netherlands
$899K -$96.4M -880,000 -99%
HSA
481
HBK Sorce Advisory
Pennsylvania
$899K -$21.4K -195 -2%
DAS
482
Dynamic Advisor Solutions
Arizona
$887K -$116K -1,059 -11%
EFS
483
Essex Financial Services
Connecticut
$886K -$984K -8,977 -52%
NDSI
484
Newman Dignan & Sheerar Inc
Rhode Island
$886K -$51.5K -470 -5%
EDRH
485
Edmond de Rothschild Holding
Switzerland
$870K -$2.98M -27,170 -77%
CM
486
Cornerstone Management
Georgia
$863K +$122K +1,117 +16%
WS
487
Wedbush Securities
California
$861K -$89.8K -820 -9%
F
488
Filament
Washington
$858K -$151K -1,377 -15%
CSM
489
CAMG Solamere Management
North Carolina
$858K +$868K +7,925 New
CWM
490
Cranbrook Wealth Management
Michigan
$840K -$27K -246 -3%
BWAM
491
Boyd Watterson Asset Management
Ohio
$835K +$205K +1,867 +32%
BOTW
492
Bank of the West
California
$828K -$98.3K -897 -10%
SSWM
493
Sheets Smith Wealth Management
North Carolina
$823K +$11.6K +106 +1%
SCA
494
Snowden Capital Advisors
New York
$818K +$223K +2,034 +37%
CCM
495
Coldstream Capital Management
Washington
$804K -$1.92M -17,549 -70%
HCA
496
Harbour Capital Advisors
Virginia
$797K – – –
STMM
497
South Texas Money Management
Texas
$789K -$146K -1,332 -15%
TF
498
Tompkins Financial
New York
$779K +$187K +1,704 +31%
SMC
499
Smith, Moore & Co
Missouri
$772K -$2.85K -26 -0.4%
EAMA
500
EFG Asset Management (Americas)
Florida
$770K – – –
18 19
20
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