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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
576
Banque Pictet & Cie
Switzerland
$790K +$342K +3,130 +76%
GFP
577
Gryphon Financial Partners
Ohio
$789K +$789K +7,217 New
VCM
578
Vivaldi Capital Management
Illinois
$789K +$789K +7,220 New
CC
579
Cedar Capital
Illinois
$787K +$109K +999 +16%
ST
580
Smithfield Trust
Pennsylvania
$784K – – –
CB
581
CNB Bank
Pennsylvania
$783K +$784K +7,169 New
NFG
582
NewFocus Financial Group
Washington
$782K -$29K -265 -4%
TF
583
Tompkins Financial
New York
$781K -$44.7K -409 -5%
WWM
584
Willingdon Wealth Management
North Carolina
$779K +$34.8K +318 +5%
NCM
585
New Capital Management
Texas
$778K -$121K -1,107 -13%
VA
586
Valmark Advisers
Ohio
$771K +$265K +2,428 +52%
WC
587
Weil Company
California
$770K +$770K +7,045 New
BC
588
Burney Company
Virginia
$766K +$199K +1,820 +35%
WPA
589
West Paces Advisors
Georgia
$755K +$120K +1,100 +19%
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$752K +$661K +6,043 +721%
BOTW
591
Bank of the West
California
$750K +$163K +1,488 +28%
CPA
592
Clear Perspective Advisors
Illinois
$747K +$298K +2,725 +66%
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$746K -$6.45K -59 -0.9%
JCM
594
Janney Capital Management
Pennsylvania
$745K -$26.3K -241 -3%
CGL
595
Clarius Group LLC
Washington
$744K +$25.5K +233 +4%
TA
596
Townsend & Associates
Colorado
$742K +$742K +6,791 New
NDSI
597
Newman Dignan & Sheerar Inc
Rhode Island
$737K +$77.3K +707 +12%
BHBT
598
Burke & Herbert Bank & Trust
Virginia
$729K -$98.4K -900 -12%
FFA
599
First Foundation Advisors
California
$723K +$510K +4,668 +240%
TC
600
Telemus Capital
Michigan
$715K +$434K +3,969 +154%
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