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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
476
Burke & Herbert Bank & Trust
Virginia
$960K -$120K -1,109 -11%
BFC
477
Blue Fin Capital
Rhode Island
$955K +$268K +2,475 +39%
BC
478
Brinker Capital
Pennsylvania
$946K +$189K +1,746 +25%
CA
479
Cambridge Advisors
Nebraska
$942K – – –
EWM
480
Evercore Wealth Management
New York
$940K -$64.8K -599 -6%
SCM
481
Shelton Capital Management
Colorado
$939K +$4.54K +42 +0.5%
SFM
482
Signature Financial Management
Virginia
$938K -$109K -1,010 -10%
B
483
Bridgeworth
Alabama
$931K -$22.9K -212 -2%
TNB
484
Thomasville National Bank
Georgia
$921K +$918K +8,488 New
IG
485
ING Group
Netherlands
$904K – – –
SMDAM
486
Sumitomo Mitsui DS Asset Management
Japan
$882K +$200K +1,852 +29%
DAS
487
Dynamic Advisor Solutions
Arizona
$880K -$10.9K -101 -1%
F
488
Filament
Washington
$861K – – –
CSM
489
CAMG Solamere Management
North Carolina
$860K – – –
CWM
490
Cranbrook Wealth Management
Michigan
$859K +$15.1K +140 +2%
NCM
491
New Capital Management
Texas
$840K -$82.8K -765 -9%
PB
492
Pinnacle Bancorp
Nebraska
$831K +$829K +7,658 New
SMC
493
Smith, Moore & Co
Missouri
$829K +$54.1K +500 +7%
ASN
494
Advisory Services Network
Georgia
$828K +$826K +7,630 New
WPC
495
White Pine Capital
Minnesota
$819K +$816K +7,545 New
ACI
496
Alpha Cubed Investments
California
$817K +$289K +2,667 +55%
HCA
497
Harbour Capital Advisors
Virginia
$800K – – –
BMCM
498
Bryn Mawr Capital Management
Pennsylvania
$799K -$2.73M -25,251 -77%
CM
499
Cornerstone Management
Georgia
$799K -$67.4K -623 -8%
EDRH
500
Edmond de Rothschild Holding
Switzerland
$797K -$75.7K -700 -9%
18 19
20
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