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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
501
Brookmont Capital Management
Texas
$596K +$11.2K +101 +2%
OC
502
Oakworth Capital
Alabama
$595K +$125K +1,129 +27%
BHTS
503
Bar Harbor Trust Services
Maine
$583K +$31.2K +281 +6%
BIAS
504
Beacon Investment Advisory Services
New Jersey
$582K +$574K +5,169 New
CAM
505
Cidel Asset Management
Ontario, Canada
$565K -$187K -1,687 -25%
SCG
506
Sonata Capital Group
Washington
$565K +$46.3K +417 +9%
AGA
507
Accuvest Global Advisors
Utah
$559K -$175K -1,575 -24%
KWMG
508
King Wealth Management Group
Florida
$553K +$67.3K +606 +14%
SCA
509
Snowden Capital Advisors
New York
$551K -$93.5K -842 -15%
ATC
510
Argent Trust Co
Tennessee
$544K +$298K +2,681 +125%
FPCP
511
Fort Point Capital Partners
California
$542K +$50.4K +454 +10%
WA
512
Wealth Architects
California
$540K -$49K -441 -8%
CIC
513
Cutler Investment Counsel
Oregon
$531K -$900K -8,105 -63%
OCG
514
Opus Capital Group
Ohio
$531K +$333 +3 +0.1%
NB
515
NBT Bank
New York
$525K -$1.05M -9,469 -67%
LWM
516
Lenox Wealth Management
Ohio
$523K – – –
SPWA
517
SteelBridge Private Wealth Advisors
Florida
$519K +$305K +2,750 +148%
CCFCSB
518
Cape Cod Five Cents Savings Bank
Massachusetts
$514K – – –
NFG
519
Next Financial Group
Texas
$509K +$132K +1,188 +36%
AA
520
Ancora Advisors
Ohio
$502K +$161K +1,450 +48%
ADL
521
Asset Dedication LLC
California
$501K +$259K +2,328 +110%
FC
522
FCA Corp
Texas
$499K +$30.5K +275 +7%
MFW
523
Mosaic Family Wealth
Missouri
$497K +$111 +1 +0%
TRCT
524
Tower Research Capital (TRC)
New York
$497K +$490K +4,411 New
SA
525
SL Advisors
New Jersey
$494K +$488K +4,392 New
19 20
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