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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
576
West Paces Advisors
Georgia
$624K -$69.5K -655 -10%
GC
577
Grimes & Company
Massachusetts
$623K +$145K +1,367 +30%
SC
578
Slow Capital
California
$615K -$40.1K -378 -6%
SCG
579
Sonata Capital Group
Washington
$614K – – –
CDIA
580
Capital Directions Investment Advisors
Georgia
$601K -$1.44M -13,588 -70%
CAM
581
Concorde Asset Management
Michigan
$600K -$41.8K -394 -6%
FCBT
582
First Citizens Bank & Trust
North Carolina
$599K +$137K +1,291 +29%
WPC
583
White Pine Capital
Minnesota
$598K +$29K +273 +5%
SIA
584
Starfire Investment Advisers
Michigan
$596K -$105K -991 -15%
DAM
585
Delta Asset Management
Tennessee
$594K -$8.38K -79 -1%
PV
586
Private Vista
Illinois
$592K +$12.8K +121 +2%
AFP
587
Ausdal Financial Partners
Iowa
$591K -$65K -613 -10%
HTC
588
Haverford Trust Company
Pennsylvania
$587K -$63.6K -600 -10%
ATFA
589
All Terrain Financial Advisors
Minnesota
$583K +$14.3K +135 +3%
VCM
590
Vivaldi Capital Management
Illinois
$578K +$636 +6 +0.1%
EWF
591
Epstein & White Financial
California
$577K -$321K -3,022 -36%
PIA
592
Peachtree Investment Advisors
Georgia
$577K – – –
CWM
593
Cranbrook Wealth Management
Michigan
$575K -$31.7K -299 -5%
SHWM
594
Smith & Howard Wealth Management
Georgia
$572K – – –
CAM
595
Cidel Asset Management
Ontario, Canada
$555K – – –
FA
596
Fagan Associates
New York
$551K +$106 +1 +0%
BWAM
597
Boyd Watterson Asset Management
Ohio
$544K – – –
CFD
598
Creative Financial Designs
Indiana
$538K +$180K +1,696 +50%
SFG
599
StrategIQ Financial Group
Indiana
$526K -$46.9K -442 -8%
KIA
600
KCM Investment Advisors
California
$525K +$528K +4,975 New
22 23
24
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