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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCIM
676
Red Cedar Investment Management
Michigan
$2.56M +$119K +1,010 +5%
MHS
677
M Holdings Securities
Oregon
$2.56M +$341K +2,896 +15%
MCM
678
Monument Capital Management
Virginia
$2.53M +$222K +1,884 +10%
PCA
679
Personal Capital Advisors
California
$2.5M +$636K +5,400 +34%
FPW
680
Flagship Private Wealth
Massachusetts
$2.5M +$2.51M +21,278 New
CAM
681
Chandler Asset Management
California
$2.47M – – –
TFA
682
Tranquilli Financial Advisor
New Jersey
$2.46M +$2.45M +20,783 New
BWA
683
BDO Wealth Advisors
Florida
$2.45M -$39.6K -336 -2%
BP
684
Ballentine Partners
Massachusetts
$2.42M -$52.4K -445 -2%
WA
685
Wealth Alliance
New York
$2.42M +$31.5K +267 +1%
BJL
686
Brighton Jones LLC
Washington
$2.39M +$75K +637 +3%
PCA
687
Providence Capital Advisors
North Carolina
$2.39M +$53.8K +457 +2%
RA
688
RiverTree Advisors
Florida
$2.37M +$2.36M +20,053 New
KPW
689
Kore Private Wealth
New York
$2.37M – – –
LMIM
690
Lockheed Martin Investment Management
Maryland
$2.36M -$168M -1,425,000 -99%
EW
691
Emerson Wealth
Michigan
$2.36M +$2.86M +24,288 +27%
TSW
692
Thompson Siegel & Walmsley
Virginia
$2.36M -$922K -7,829 -28%
SMC
693
Smith, Moore & Co
Missouri
$2.35M -$2.83K -24 -0.1%
PAMG
694
Patton Albertson Miller Group
Tennessee
$2.35M +$1.7M +14,419 +247%
BA
695
Ballast Advisors
Minnesota
$2.34M +$46.9K +398 +2%
RWB
696
RMR Wealth Builders
New Jersey
$2.33M -$4.12M -34,949 -64%
NB
697
Northwest Bancshares
Pennsylvania
$2.31M -$815K -6,922 -26%
TIM
698
Total Investment Management
Arizona
$2.3M -$11.2K -95 -0.5%
CST
699
Charles Schwab Trust
Nevada
$2.29M +$556K +4,723 +32%
SFPM
700
Sensible Financial Planning & Management
Massachusetts
$2.28M -$197K -1,669 -8%
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