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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
526
GFS Private Wealth
Florida
$1.13M +$1.13M +10,312 New
SSG
527
Summit Securities Group
New York
$1.12M +$1.12M +10,276 New
G
528
GenTrust
Florida
$1.11M +$1.12M +10,201 New
KSA
529
Ken Stern & Associates
California
$1.1M +$1.1M +10,054 New
PA
530
Pinnacle Associates
New York
$1.09M -$273K -2,499 -20%
CCM
531
Colorado Capital Management
Colorado
$1.09M -$50.1K -458 -4%
CM
532
Cornerstone Management
Georgia
$1.09M +$252K +2,307 +30%
ATC
533
Adirondack Trust Company
New York
$1.09M -$2.73K -25 -0.3%
CM
534
Columbus Macro
Pennsylvania
$1.08M +$1.08M +9,912 New
GKWIM
535
Gerber Kawasaki Wealth & Investment Management
California
$1.08M +$436K +3,988 +68%
GCA
536
Gradient Capital Advisors
California
$1.07M +$1.07M +9,827 New
FIB
537
First Interstate Bank
Montana
$1.07M +$9.51K +87 +0.9%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$1.07M +$25.8K +236 +2%
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$1.06M – – –
DC
540
Davenport & Co
Virginia
$1.06M +$157K +1,433 +17%
TRCT
541
Tower Research Capital (TRC)
New York
$1.06M -$41.7K -381 -4%
IWC
542
Integrated Wealth Concepts
Massachusetts
$1.03M +$1.03M +9,465 New
PO
543
Private Ocean
California
$1.02M – – –
LFG
544
LifePlan Financial Group
Ohio
$1.02M – – –
CCM
545
Crabel Capital Management
California
$990K +$990K +9,052 New
EWM
546
Empirical Wealth Management
Washington
$982K -$104K -952 -10%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$982K – – –
AFM
548
Andesa Financial Management
Pennsylvania
$957K +$958K +8,759 New
FA
549
Fortis Advisors
Pennsylvania
$952K +$702K +6,420 +280%
CA
550
Cambridge Advisors
Nebraska
$950K – – –
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