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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
701
Fernwood Investment Management
Massachusetts
$359K +$359K +3,282 New
DIA
702
Denver Investment Advisors
Colorado
$358K -$17.4K -159 -5%
CFA
703
Carroll Financial Associates
North Carolina
$356K -$43.8K -401 -11%
MFT
704
Moisand Fitzgerald Tamayo
Florida
$356K -$17.3K -158 -5%
JIP
705
Jaffetilchin Investment Partners
Florida
$355K -$20.9K -191 -6%
NB
706
NBT Bank
New York
$351K -$4.7K -43 -1%
SWM
707
SeaCrest Wealth Management
New York
$346K +$346K +3,164 New
WIA
708
Wealthstreet Investment Advisors
Texas
$346K +$346K +3,166 New
CMBA
709
C.M. Bidwell & Associates
Hawaii
$345K +$345K +3,160 New
IP
710
Intellectus Partners
California
$338K +$148K +1,354 +78%
CIM
711
Confluence Investment Management
Missouri
$338K +$338K +3,091 New
NL
712
NVWM LLC
Pennsylvania
$336K +$336K +3,077 New
LIM
713
Leavell Investment Management
Alabama
$335K +$54.7K +500 +20%
JRP
714
Jasper Ridge Partners
California
$333K -$397K -3,630 -54%
UBG
715
United Bank (Georgia)
Georgia
$325K +$100K +918 +45%
MWAC
716
Mariner Wealth Advisors (Cincinnati)
Ohio
$325K +$325K +2,974 New
SSB
717
Sandy Spring Bank
Maryland
$322K +$18K +165 +6%
DG
718
Delek Group
Israel
$321K +$321K +2,937 New
LFS
719
Legacy Financial Strategies
Kansas
$319K +$319K +2,921 New
LYV
720
Live Your Vision
Pennsylvania
$317K +$319K +2,920 +24,333%
MWM
721
Meridian Wealth Management
Kentucky
$316K +$328 +3 +0.1%
NSIM
722
North Star Investment Management
Illinois
$313K +$50K +457 +19%
BJ
723
Brouwer & Janachowski
California
$312K – – –
BOS
724
Bingham Osborn & Scarborough
California
$311K -$106K -969 -25%
SSWM
725
Sheets Smith Wealth Management
North Carolina
$310K +$437 +4 +0.1%
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