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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
526
Wedbush Securities
California
$720K +$6.92K +63 +1%
CGL
527
Clarius Group LLC
Washington
$720K +$21.8K +199 +3%
LNB
528
Ledyard National Bank
$713K +$243K +2,210 +51%
GS
529
Girard Securities
California
$706K +$58K +528 +9%
FAM
530
Foothills Asset Management
Arizona
$704K – – –
CFD
531
Creative Financial Designs
Indiana
$689K -$77.9K -710 -10%
DAS
532
Dynamic Advisor Solutions
Arizona
$684K +$36.9K +336 +6%
GIP
533
Greatmark Investment Partners
Georgia
$683K – – –
CC
534
Cedar Capital
Illinois
$679K +$281K +2,563 +71%
SWM
535
Stockman Wealth Management
Montana
$676K +$678K +6,173 New
DAM
536
Delta Asset Management
Tennessee
$669K -$11K -100 -2%
NDSI
537
Newman Dignan & Sheerar Inc
Rhode Island
$662K +$174K +1,586 +36%
WF
538
Welch & Forbes
Massachusetts
$661K – – –
FWM
539
Frontier Wealth Management
Missouri
$655K -$143K -1,301 -18%
FWIA
540
Fort Washington Investment Advisors
Ohio
$653K – – –
IT
541
Independence Trust
Tennessee
$642K -$2.2K -20 -0.3%
GKWIM
542
Gerber Kawasaki Wealth & Investment Management
California
$641K +$292K +2,657 +83%
WPA
543
West Paces Advisors
Georgia
$637K +$442K +4,030 +226%
BIA
544
Barry Investment Advisors
Massachusetts
$636K +$637K +5,800 New
EDRH
545
Edmond de Rothschild Holding
Switzerland
$614K -$192K -1,752 -24%
PV
546
Private Vista
Illinois
$611K +$439 +4 +0.1%
KCM
547
Karp Capital Management
California
$602K +$603K +5,493 New
FIAS
548
FinTrust Investment Advisory Services
South Carolina
$602K +$603K +5,495 New
ZB
549
Zions Bancorporation
Utah
$599K – – –
FC
550
FCA Corp
Texas
$598K +$17.9K +163 +3%
20 21
22
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