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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
576
Dakota Wealth Management
Florida
$202K – – –
JRP
577
Jasper Ridge Partners
California
$195K +$196K +1,803 New
CAL
578
Capital Advisors Ltd
Ohio
$187K +$55.7K +512 +42%
PFO
579
Pathstone Family Office
New Jersey
$186K -$5.77K -53 -3%
S
580
SignatureFD
Georgia
$186K +$33.7K +310 +22%
WRM
581
Westport Resources Management
Connecticut
$181K +$135K +1,240 +285%
EWM
582
Evercore Wealth Management
New York
$169K -$1.46M -13,458 -90%
BWA
583
Burt Wealth Advisors
Maryland
$162K – – –
SIG
584
Stanford Investment Group
California
$162K +$131K +1,203 +408%
VHAM
585
Van Hulzen Asset Management
California
$154K +$155K +1,425 New
IAS
586
INR Advisory Services
Pennsylvania
$148K – – –
BCA
587
Bray Capital Advisors
Florida
$130K -$21.8K -200 -14%
JIC
588
Joel Isaacson & Co
New York
$130K – – –
WIC
589
Woodmont Investment Counsel
Tennessee
$120K – – –
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$118K -$3.27K -30 -3%
WP
591
WealthPLAN Partners
Nebraska
$110K +$111K +1,018 New
BCP
592
Blue Chip Partners
Michigan
$103K +$980 +9 +1%
RFWA
593
RPg Family Wealth Advisory
Massachusetts
$102K +$103K +945 New
CS
594
Credential Securities
$99.3K – – –
RBC
595
Roble Belko & Company
Pennsylvania
$99K – – –
RWA
596
Ropes Wealth Advisors
Massachusetts
$96K – – –
GBBWRPM
597
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K +$94.8K +871 New
CFA
598
Carroll Financial Associates
North Carolina
$90K +$40.8K +375 +81%
TIM
599
Tortoise Investment Management
New York
$84K +$81.6K +750 +3,000%
UFA
600
US Financial Advisors
Massachusetts
$82K +$40.7K +374 +96%
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