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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
626
Summit Financial Strategies
Ohio
$467K -$5.62K -53 -1%
FCBT
627
First Citizens Bank & Trust
North Carolina
$466K -$72.6K -685 -14%
BIA
628
BHK Investment Advisors
Alabama
$465K -$2.65K -25 -0.6%
F
629
Filament
Washington
$464K – – –
SYBT
630
Stock Yards Bank & Trust
Kentucky
$456K -$134K -1,264 -23%
CAMG
631
CWA Asset Management Group
Florida
$452K +$54.9K +518 +14%
DWM
632
Dakota Wealth Management
Florida
$446K +$146K +1,380 +49%
CBU
633
CIBC Bank USA
Illinois
$446K +$167K +1,574 +60%
SBH
634
Segall Bryant & Hamill
Illinois
$446K +$445K +4,192 New
PNAA
635
Pictet North America Advisors
Switzerland
$436K – – –
WI
636
Wintrust Investments
Illinois
$436K +$206K +1,944 +90%
FWM
637
Focused Wealth Management
New York
$430K – – –
LNB
638
Ledyard National Bank
$427K +$5.3K +50 +1%
LWA
639
Lenox Wealth Advisors
New York
$426K -$28.2K -266 -6%
GIM
640
Greenwich Investment Management
Connecticut
$425K +$424K +4,000 New
EFS
641
Essex Financial Services
Connecticut
$422K -$1.23M -11,582 -74%
SWP
642
Strategic Wealth Partners
Ohio
$421K -$276K -2,600 -40%
NDSI
643
Newman Dignan & Sheerar Inc
Rhode Island
$421K -$98.3K -927 -19%
NFG
644
Next Financial Group
Texas
$402K -$1.15M -10,837 -74%
FPCP
645
Fort Point Capital Partners
California
$400K -$340K -3,206 -46%
EAM
646
Evanson Asset Management
California
$398K +$954 +9 +0.2%
CAM
647
Cubic Asset Management
Massachusetts
$398K +$36.9K +348 +10%
WF
648
Welch & Forbes
Massachusetts
$397K -$118K -1,116 -23%
JIP
649
Jaffetilchin Investment Partners
Florida
$397K -$12.5K -118 -3%
PCA
650
Personal Capital Advisors
California
$397K +$110K +1,040 +39%
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