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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
601
Tobias Financial Advisors
Florida
$2.61M -$399K -3,408 -13%
FAN
602
Financial Advisors Network
California
$2.6M -$388K -3,313 -13%
DCM
603
Donaldson Capital Management
Indiana
$2.6M -$13.5K -115 -0.5%
SFPM
604
Sensible Financial Planning & Management
Massachusetts
$2.6M -$83.8K -716 -3%
MHR
605
Matthew Hamilton Rosenberg
$2.59M -$1.46M -12,496 -36%
RWP
606
RWA Wealth Partners
Massachusetts
$2.58M +$576K +4,919 +29%
PIMG
607
Patriot Investment Management Group
Tennessee
$2.55M -$17.6K -150 -0.7%
VA
608
Valmark Advisers
Ohio
$2.55M +$163K +1,393 +7%
PCA
609
Personal Capital Advisors
California
$2.54M -$28.9M -246,731 -92%
HMS
610
Hanseatic Management Services
New Mexico
$2.53M +$1.27M +10,831 +102%
TL
611
TrueWealth LLC
Georgia
$2.53M +$6.79K +58 +0.3%
WS
612
Wedbush Securities
California
$2.52M -$439K -3,752 -15%
CAM
613
Chandler Asset Management
California
$2.47M – – –
WMA
614
Wealth Management Associates
New Jersey
$2.47M +$3.4K +29 +0.1%
KA
615
Kovack Advisors
Florida
$2.43M -$14.3K -122 -0.6%
CFFP
616
Center for Financial Planning
Michigan
$2.41M -$55.1M -471,072 -96%
WA
617
Wealth Alliance
New York
$2.41M +$1.47M +12,558 +161%
PWPCM
618
Perella Weinberg Partners Capital Management
New York
$2.4M – – –
SMC
619
Smith, Moore & Co
Missouri
$2.4M +$322K +2,754 +16%
GBT
620
Grove Bank & Trust
Florida
$2.4M +$395K +3,374 +20%
MG
621
Mather Group
Illinois
$2.38M +$413K +3,525 +21%
CMBA
622
C.M. Bidwell & Associates
Hawaii
$2.37M +$21K +179 +0.9%
CC
623
Cedar Capital
Illinois
$2.34M +$120K +1,029 +5%
WAM
624
Wolverine Asset Management
Illinois
$2.32M +$2.23M +19,057 +3,145%
PTC
625
Private Trust Company
Ohio
$2.32M -$639K -5,455 -22%
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