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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
526
Westover Capital Advisors
Delaware
$328K -$653 -6 -0.2%
BOS
527
Bingham Osborn & Scarborough
California
$324K +$762 +7 +0.2%
PAIM
528
Punch & Associates Investment Management
Minnesota
$323K +$326K +2,995 New
GWM
529
Gupta Wealth Management
California
$323K +$54K +496 +20%
ACM
530
Alpha Capital Management
Texas
$323K +$74.3K +683 +30%
CC
531
Cadinha & Co
Hawaii
$319K – – –
NIC
532
Northwest Investment Counselors
Oregon
$316K +$85.3K +784 +37%
AIA
533
Arbor Investment Advisors
North Carolina
$310K +$313K +2,872 New
CB
534
Chemical Bank
Michigan
$308K +$310K +2,851 New
TT
535
Tiedemann Trust
Delaware
$305K +$81.6K +750 +36%
GMA
536
Goldstein Munger & Associates
California
$303K – – –
KM
537
Kalos Management
Georgia
$301K +$303K +2,783 New
CCMG
538
Clark Capital Management Group
Pennsylvania
$300K -$24.2K -222 -7%
CONA
539
Capital One National Association
New York
$298K +$300K +2,757 New
APSP
540
Asset Planning Services (Pennsylvania)
Pennsylvania
$297K – – –
FNT
541
First National Trust
Pennsylvania
$296K +$299K +2,743 New
LIM
542
Leavell Investment Management
Alabama
$289K – – –
JCM
543
Janney Capital Management
Pennsylvania
$289K +$292K +2,679 New
SYBT
544
Stock Yards Bank & Trust
Kentucky
$288K +$290K +2,668 New
DJSG
545
D.J. St. Germain
Massachusetts
$286K -$8.82K -81 -3%
FIM
546
Fernwood Investment Management
Massachusetts
$283K +$285K +2,622 New
IPC
547
Independent Portfolio Consultants
Florida
$282K – – –
NSIM
548
North Star Investment Management
Illinois
$281K -$2.72K -25 -1%
GF
549
Gerstein Fisher
New York
$276K +$278K +2,554 New
BIM
550
Baldwin Investment Management
Pennsylvania
$265K +$2.18K +20 +0.8%
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