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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
501
Fagan Associates
New York
$467K +$78.1K +714 +20%
NFG
502
NewFocus Financial Group
Washington
$463K +$18.1K +165 +4%
FC
503
FCA Corp
Texas
$461K +$4.16K +38 +0.9%
BFC
504
Blue Fin Capital
Rhode Island
$460K -$176K -1,609 -28%
FFC
505
First Financial Corp
Indiana
$458K -$131K -1,201 -23%
KCM
506
Karp Capital Management
California
$454K +$448K +4,095 New
JWS
507
Juncture Wealth Strategies
Arizona
$451K +$78.8K +720 +21%
GJIC
508
Gamble Jones Investment Counsel
California
$447K +$88.8K +811 +25%
WDL
509
Well Done LLC
Michigan
$443K +$438K +3,999 New
DAC
510
Dividend Assets Capital
South Carolina
$440K -$152K -1,385 -26%
PG
511
Patten Group
Tennessee
$436K +$37.8K +345 +10%
CC
512
Courier Capital
New York
$418K -$27.4K -250 -6%
TFO
513
Tarbox Family Office
California
$409K +$403K +3,687 New
TCB
514
Texas Capital Bancshares
Texas
$409K +$404K +3,693 New
SDWMA
515
Schneider Downs Wealth Management Advisors
Pennsylvania
$404K +$8.21K +75 +2%
VIA
516
Vantage Investment Advisors
Pennsylvania
$401K +$31.6K +289 +9%
TI
517
Truepoint Inc
Ohio
$400K -$8.86K -81 -2%
TCOT
518
Trust Company of Toledo
Ohio
$395K – – –
SFA
519
Sequoia Financial Advisors
Ohio
$394K -$15K -137 -4%
EDRE
520
Edmond de Rothschild (Europe)
Luxembourg
$393K – – –
AFIA
521
America First Investment Advisors
Nebraska
$391K – – –
MFT
522
Moisand Fitzgerald Tamayo
Florida
$389K -$43.6K -398 -10%
CAM
523
Cubic Asset Management
Massachusetts
$386K – – –
SSB
524
Sandy Spring Bank
Maryland
$377K -$27.4K -250 -7%
SFS
525
Summit Financial Strategies
Ohio
$375K -$83.5K -763 -18%
19 20
21
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