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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Affiance Financial
Minnesota
$2.49M +$540K +5,605 +27%
TPWA
727
TRUE Private Wealth Advisors
Oregon
$2.49M -$30.4M -315,308 -92%
BFIC
728
Bedell Frazier Investment Counselling
California
$2.46M +$34.7K +360 +1%
ONB
729
Old National Bancorp
Indiana
$2.45M +$5.49K +57 +0.2%
HKIM
730
Hayek Kallen Investment Management
Alabama
$2.44M -$171K -1,775 -6%
CTWM
731
Cherry Tree Wealth Management
Minnesota
$2.42M +$194K +2,013 +8%
MA
732
Mosaic Advisors
Texas
$2.41M +$1.33M +13,778 +116%
DC
733
Davenport & Co
Virginia
$2.41M +$818K +8,489 +50%
CA
734
CGN Advisors
Kansas
$2.4M +$1.15M +11,943 +88%
BIA
735
Bigelow Investment Advisors
Maine
$2.4M -$120K -1,242 -5%
OCM
736
Objective Capital Management
Ohio
$2.4M +$824K +8,551 +50%
FIB
737
First Interstate Bank
Montana
$2.39M +$465K +4,833 +23%
APCM
738
Alaska Permanent Capital Management
Alaska
$2.38M – – –
TWC
739
TD Waterhouse Canada
Ontario, Canada
$2.38M +$560K +5,812 +29%
MM
740
Main Management
California
$2.37M -$93K -966 -4%
HSA
741
HBK Sorce Advisory
Pennsylvania
$2.35M -$301K -3,122 -11%
SIA
742
Soltis Investment Advisors
Utah
$2.35M -$560K -5,815 -19%
ATWA
743
Arbor Trust Wealth Advisors
Michigan
$2.34M +$898K +9,322 +60%
FTUS
744
Flow Traders U.S.
New York
$2.31M -$1.36M -14,118 -37%
CCA
745
Cobblestone Capital Advisors
New York
$2.31M -$882K -9,159 -27%
EW
746
Element Wealth
Mississippi
$2.31M -$360K -3,733 -13%
FPW
747
Flagship Private Wealth
Massachusetts
$2.3M -$143K -1,482 -6%
PCG
748
Prosperity Consulting Group
Maryland
$2.28M +$2.34M +24,287 New
CIS
749
Continental Investors Services
Washington
$2.27M -$2.22M -23,059 -49%
CWM
750
C2C Wealth Management
Arizona
$2.27M – – –
28 29
30
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