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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Pointe Capital Management
Michigan
$592K – – –
LWA
552
Lenox Wealth Advisors
New York
$590K -$7.25K -66 -1%
BOTW
553
Bank of the West
California
$589K -$222K -2,021 -27%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$580K – – –
FA
555
Fagan Associates
New York
$580K +$66K +601 +13%
SFSG
556
Stearns Financial Services Group
North Carolina
$579K +$580K +5,281 New
OCG
557
Opus Capital Group
Ohio
$578K +$329 +3 +0.1%
BC
558
Burney Company
Virginia
$569K +$314K +2,863 +123%
BAM
559
Brave Asset Management
New Jersey
$562K -$840K -7,652 -60%
SA
560
SL Advisors
New Jersey
$561K – – –
SCM
561
Stellar Capital Management
Arizona
$558K -$49.4K -450 -8%
BCM
562
Brookmont Capital Management
Texas
$550K -$1.98K -18 -0.4%
CAM
563
Cidel Asset Management
Ontario, Canada
$550K – – –
SCG
564
Sonata Capital Group
Washington
$550K – – –
RA
565
RFG Advisory
Alabama
$528K +$83.6K +762 +19%
CWM
566
Cornerstone Wealth Management
Missouri
$523K -$550K -5,007 -51%
AFP
567
Ausdal Financial Partners
Iowa
$523K -$69.8K -636 -12%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$512K +$110K +998 +27%
GWM
569
Greenwich Wealth Management
Connecticut
$508K +$8.23K +75 +2%
SFSIG
570
San Francisco Sentry Investment Group
California
$508K +$382K +3,481 +301%
VA
571
Valmark Advisers
Ohio
$507K +$56.9K +518 +13%
AT
572
Arden Trust
Delaware
$496K -$701K -6,383 -59%
BWAM
573
Boyd Watterson Asset Management
Ohio
$492K – – –
GT
574
Greenleaf Trust
Michigan
$489K -$22K -200 -4%
TIM
575
Tortoise Investment Management
New York
$488K +$106K +970 +28%
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