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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
626
Valmark Advisers
Ohio
$459K -$193K -1,822 -30%
CHA
627
Cedar Hill Associates
Illinois
$452K -$119K -1,123 -21%
LNB
628
Ledyard National Bank
$441K +$17.5K +165 +4%
SFS
629
Summit Financial Strategies
Ohio
$439K -$25.5K -240 -5%
PAIM
630
Punch & Associates Investment Management
Minnesota
$437K +$439K +4,140 New
JCM
631
Jacobi Capital Management
Pennsylvania
$436K +$235K +2,217 +116%
PNAA
632
Pictet North America Advisors
Switzerland
$433K – – –
FAM
633
Foothills Asset Management
Arizona
$432K -$59.9K -565 -12%
AIM
634
Advantage Investment Management
Iowa
$432K +$208K +1,959 +92%
LWA
635
Lenox Wealth Advisors
New York
$430K +$7.53K +71 +2%
PG
636
Patten Group
Tennessee
$429K -$76.9K -725 -15%
PCA
637
Personal Capital Advisors
California
$429K +$35.5K +335 +9%
JIP
638
Jaffetilchin Investment Partners
Florida
$428K +$34.7K +327 +9%
FIM
639
Fernwood Investment Management
Massachusetts
$423K +$425K +4,011 New
OCG
640
Opus Capital Group
Ohio
$421K -$73.1K -689 -15%
SWP
641
Strategic Wealth Partners
Ohio
$407K -$10.6K -100 -3%
FWM
642
Focused Wealth Management
New York
$405K -$22.6K -213 -5%
SCA
643
Stillwater Capital Advisors
Pennsylvania
$405K +$407K +3,840 New
SBH
644
Segall Bryant & Hamill
Illinois
$400K -$42.3K -399 -10%
CAMG
645
CWA Asset Management Group
Florida
$399K -$49.9K -470 -11%
SFP
646
Shepherd Financial Partners
Massachusetts
$398K – – –
CAM
647
Cubic Asset Management
Massachusetts
$398K +$2.86K +27 +0.7%
EAM
648
Evanson Asset Management
California
$396K +$955 +9 +0.2%
CQS
649
Credential Qtrade Securities
$396K +$398K +3,750 New
WF
650
Welch & Forbes
Massachusetts
$395K – – –
24 25
26
27 28