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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
526
AlphaSimPlex Group
Massachusetts
$911K -$1.42M -13,210 -61%
SGCA
527
Steel Grove Capital Advisors
Tennessee
$908K -$55.8K -520 -6%
WPC
528
White Pine Capital
Minnesota
$890K – – –
SCM
529
Stordahl Capital Management
Colorado
$889K – – –
LFG
530
LifePlan Financial Group
Ohio
$872K -$127K -1,180 -13%
SP
531
Successful Portfolios
Florida
$855K +$3.97K +37 +0.5%
CSM
532
CAMG Solamere Management
North Carolina
$851K – – –
ATC
533
Argent Trust Co
Tennessee
$849K +$597K +5,558 +236%
CI
534
Cambiar Investors
Colorado
$828K – – –
BMCM
535
Bryn Mawr Capital Management
Pennsylvania
$827K -$208K -1,940 -20%
FCAG
536
First Capital Advisors Group
New Jersey
$820K -$54.4K -507 -6%
BBA
537
Braun-Bostich & Associates
Pennsylvania
$819K -$951K -8,861 -54%
TA
538
Townsend & Associates
Colorado
$817K +$88.6K +825 +12%
EWM
539
Empirical Wealth Management
Washington
$816K -$147K -1,372 -15%
MCM
540
Maryland Capital Management
Maryland
$814K -$83.6K -779 -9%
BA
541
Ballew Advisors
Mississippi
$812K +$527K +4,910 +185%
SCM
542
Shelton Capital Management
Colorado
$809K -$47.8K -445 -6%
SC
543
Slow Capital
California
$807K +$808K +7,522 New
CMBA
544
C.M. Bidwell & Associates
Hawaii
$801K +$463K +4,312 +136%
WPA
545
West Paces Advisors
Georgia
$796K +$55.3K +515 +7%
GFP
546
Gryphon Financial Partners
Ohio
$792K +$18.3K +170 +2%
CFGF
547
Compass Financial Group (Florida)
Florida
$779K -$3.35M -31,249 -81%
NFG
548
NewFocus Financial Group
Washington
$779K +$12.5K +116 +2%
BPC
549
Banque Pictet & Cie
Switzerland
$775K – – –
JCM
550
Janney Capital Management
Pennsylvania
$772K +$40K +373 +5%
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