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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
676
Haverford Trust Company
Pennsylvania
$592K – – –
ACM
677
Advisors Capital Management
New Jersey
$592K +$583K +5,559 New
PAIM
678
Punch & Associates Investment Management
Minnesota
$589K +$146K +1,390 +34%
PCG
679
Private Capital Group
Connecticut
$587K +$260K +2,474 +81%
MOS
680
MGO One Seven
Ohio
$587K +$579K +5,521 New
KF
681
Krilogy Financial
Missouri
$586K +$101K +963 +21%
PB
682
Pinnacle Bancorp
Nebraska
$577K +$568K +5,417 New
WPC
683
White Pine Capital
Minnesota
$572K -$31.3K -298 -5%
EIP
684
Ellis Investment Partners
Pennsylvania
$569K +$561K +5,345 New
SIA
685
Starfire Investment Advisers
Michigan
$567K -$34K -324 -6%
3C
686
361 Capital
Colorado
$565K +$556K +5,301 New
TA
687
Townsend & Associates
Colorado
$558K -$110K -1,051 -17%
FA
688
Fagan Associates
New York
$557K +$1.57K +15 +0.3%
W
689
WealthOne
New York
$555K +$547K +5,215 New
EW
690
Emerson Wealth
Michigan
$552K +$544K +5,185 New
SC
691
Slow Capital
California
$549K -$71.5K -682 -12%
CAN
692
Claraphi Advisory Network
United States
$548K -$119K -1,138 -18%
KIA
693
KCM Investment Advisors
California
$530K – – –
ONB
694
Old National Bancorp
Indiana
$526K -$582K -5,553 -53%
CWM
695
Cranbrook Wealth Management
Michigan
$525K -$54.4K -519 -10%
MWC
696
MKD Wealth Coaches
Michigan
$523K +$515K +4,911 New
BCM
697
Brookmont Capital Management
Texas
$516K -$2.94K -28 -0.6%
SFG
698
StrategIQ Financial Group
Indiana
$513K -$19K -181 -4%
KCM
699
Karp Capital Management
California
$513K +$18.9K +180 +4%
CWM
700
Cornerstone Wealth Management
Missouri
$513K +$505K +4,813 New
26 27
28
29 30