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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
MorganRosel Wealth Management
Colorado
$2.6M +$116K +1,005 +5%
TCM
652
Traynor Capital Management
Pennsylvania
$2.53M -$539K -4,647 -17%
FC
653
FCA Corp
Texas
$2.52M +$148K +1,277 +6%
FFA
654
Fragasso Financial Advisors
Pennsylvania
$2.52M +$2.09K +18 +0.1%
ACA
655
Anchor Capital Advisors
Massachusetts
$2.52M -$143K -1,230 -5%
WMA
656
Wealth Management Associates
New Jersey
$2.49M +$121K +1,042 +5%
TFA
657
Tranquilli Financial Advisor
New Jersey
$2.47M -$25.5K -220 -1%
LFAS
658
Level Four Advisory Services
Texas
$2.46M -$575K -4,959 -19%
TC
659
Telemus Capital
Michigan
$2.44M -$245K -2,111 -9%
CST
660
Charles Schwab Trust
Nevada
$2.43M +$162K +1,396 +7%
CPO
661
Cerity Partners OCIO
New York
$2.43M +$65K +561 +3%
IFAM
662
Institutional & Family Asset Management
Colorado
$2.42M -$68.5K -591 -3%
WA
663
Wealth Alliance
New York
$2.41M +$332K +2,861 +16%
CAM
664
Chandler Asset Management
California
$2.4M – – –
JIR
665
James Investment Research
Ohio
$2.38M +$231K +1,991 +11%
SFPM
666
Sensible Financial Planning & Management
Massachusetts
$2.37M +$105K +908 +5%
AIA
667
Avalon Investment & Advisory
Texas
$2.35M +$493K +4,255 +26%
SMC
668
Smith, Moore & Co
Missouri
$2.35M +$42.9K +370 +2%
CRCM
669
Corbett Road Capital Management
Virginia
$2.35M +$39.6K +342 +2%
ACP
670
Aviance Capital Partners
Florida
$2.34M +$2.36M +20,397 New
TSW
671
Thompson Siegel & Walmsley
Virginia
$2.32M -$101K -875 -4%
CCT
672
Chemung Canal Trust
New York
$2.31M +$11.6K +100 +0.5%
TLFA
673
True Link Financial Advisors
California
$2.28M +$1.77M +15,288 +334%
SIM
674
Stratos Investment Management
Ohio
$2.27M +$2.29M +19,796 New
WFAG
675
Wescott Financial Advisory Group
Pennsylvania
$2.27M +$38.5K +332 +2%
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