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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
476
HBK Sorce Advisory
Pennsylvania
$1.03M +$1.03M +9,443 New
SMC
477
Smith, Moore & Co
Missouri
$1.02M +$187K +1,709 +22%
CG
478
Colony Group
Massachusetts
$1.02M +$281K +2,567 +38%
PO
479
Private Ocean
California
$1.02M +$23.4K +214 +2%
PIA
480
Peachtree Investment Advisors
Georgia
$1M -$2.29M -20,958 -70%
SGCA
481
Steel Grove Capital Advisors
Tennessee
$984K -$295K -2,695 -23%
SCM
482
Shelton Capital Management
Colorado
$978K +$29.5K +270 +3%
FIB
483
First Interstate Bank
Montana
$971K +$969K +8,866 New
OBWP
484
O'Brien Wealth Partners
Massachusetts
$961K -$22.3K -204 -2%
SWA
485
SFMG Wealth Advisors
Texas
$960K -$976K -8,927 -50%
CA
486
Cambridge Advisors
Nebraska
$951K – – –
SFM
487
Signature Financial Management
Virginia
$947K – – –
EFS
488
Essex Financial Services
Connecticut
$946K +$595K +5,439 +170%
EWM
489
Evercore Wealth Management
New York
$939K -$9.84K -90 -1%
TNB
490
Thomasville National Bank
Georgia
$917K -$12.8K -117 -1%
B
491
Bridgeworth
Alabama
$915K -$21K -192 -2%
IG
492
ING Group
Netherlands
$913K – – –
AL
493
Aspiriant LLC
California
$910K -$94.5M -864,500 -99%
DC
494
Davenport & Co
Virginia
$901K +$193K +1,767 +27%
GRP
495
Global Retirement Partners
California
$901K +$101K +922 +13%
NEIRG
496
New England Investment & Retirement Group
Massachusetts
$898K -$1.61M -14,758 -64%
LFG
497
LifePlan Financial Group
Ohio
$883K -$133K -1,220 -13%
HW
498
Hedeker Wealth
Illinois
$876K -$274K -2,506 -24%
SHWM
499
Smith & Howard Wealth Management
Georgia
$873K -$112K -1,028 -11%
F
500
Filament
Washington
$869K – – –
18 19
20
21 22