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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
701
BB&T Investment Services
North Carolina
$83K +$84.1K +768 New
TIM
702
Tortoise Investment Management
New York
$82K -$2.19K -20 -3%
JFA
703
JNBA Financial Advisors
Minnesota
$81K -$103K -937 -55%
AC
704
Alexandria Capital
Virginia
$81K -$3.73K -34 -4%
CCM
705
Cribstone Capital Management
Maine
$75K – – –
LNB
706
Ledyard National Bank
$72K – – –
BIG
707
Bellwether Investment Group
Tennessee
$72K +$72.6K +663 New
CHC
708
City Holding Co
West Virginia
$70K – – –
CFS
709
Commonwealth Financial Services
West Virginia
$60K -$12.1M -110,579 -100%
AIM
710
Advantage Investment Management
Iowa
$58K -$340K -3,106 -85%
FANJ
711
Financial Architects (New Jersey)
New Jersey
$58K -$59.3K -541 -50%
MWM
712
MinichMacGregor Wealth Management
New York
$58K -$33.9K -309 -36%
AA
713
Apriem Advisors
California
$56K +$12.1K +110 +27%
CPIG
714
Chicago Partners Investment Group
Illinois
$54K +$438 +4 +0.8%
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$50.2K +$50.9K +465 New
SPL
716
Smart Portfolios LLC
Washington
$50K -$287K -2,623 -85%
CFD
717
Creative Financial Designs
Indiana
$50K +$50.8K +464 New
GI
718
Gradient Investments
Minnesota
$47K -$37.7K -344 -44%
CAL
719
Capital Analysts LLC
Pennsylvania
$42K – – –
IAS
720
INR Advisory Services
Pennsylvania
$39K – – –
AWM
721
AllSquare Wealth Management
New York
$38K +$38.6K +352 New
AP
722
Atwood & Palmer
Missouri
$30K – – –
WAS
723
Winch Advisory Services
Wisconsin
$29K – – –
SNT
724
Security National Trust
West Virginia
$27K – – –
SA
725
SRH Advisors
Kansas
$27K – – –
27 28
29
30 31