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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
551
Shelton Capital Management
Colorado
$757K -$44.2K -417 -6%
CFGF
552
Compass Financial Group (Florida)
Florida
$752K -$20.4K -192 -3%
OWM
553
Orgel Wealth Management
Wisconsin
$744K +$226K +2,127 +44%
BC
554
Burney Company
Virginia
$742K +$134K +1,265 +22%
PAM
555
Palisade Asset Management
Minnesota
$733K +$79.2K +747 +12%
PWM
556
Perigon Wealth Management
California
$732K +$626K +5,902 +602%
JCM
557
Janney Capital Management
Pennsylvania
$720K -$45K -424 -6%
SWM
558
Stockman Wealth Management
Montana
$720K +$20.7K +195 +3%
B
559
Bridgeworth
Alabama
$717K -$15.7K -148 -2%
DWM
560
Doyle Wealth Management
Florida
$714K +$712K +6,715 New
SIA
561
Starfire Investment Advisers
Michigan
$706K -$214K -2,022 -23%
EWM
562
Empirical Wealth Management
Washington
$701K -$107K -1,010 -13%
WPA
563
West Paces Advisors
Georgia
$699K -$90.7K -855 -12%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$691K -$18.6K -175 -3%
FWM
565
Frontier Wealth Management
Missouri
$682K – – –
NCM
566
New Capital Management
Texas
$682K +$72.4K +683 +11%
RA
567
Rational Advisors
New York
$677K +$327K +3,081 +94%
AIA
568
Avalon Investment & Advisory
Texas
$663K – – –
AFP
569
Ausdal Financial Partners
Iowa
$661K +$80.9K +763 +14%
BMCM
570
Bryn Mawr Capital Management
Pennsylvania
$660K -$160K -1,512 -20%
SC
571
Slow Capital
California
$660K -$139K -1,311 -17%
DC
572
Davenport & Co
Virginia
$660K -$37.8K -356 -5%
VA
573
Valmark Advisers
Ohio
$656K -$42.2K -398 -6%
HTC
574
Haverford Trust Company
Pennsylvania
$655K – – –
CAM
575
Concorde Asset Management
Michigan
$647K +$1.59K +15 +0.2%
21 22
23
24 25