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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Confluence Wealth Management
Oregon
$795K -$380K -3,371 -32%
VCS
777
Vaughan & Co Securities
New Jersey
$783K +$785K +6,967 New
NDSI
778
Newman Dignan & Sheerar Inc
Rhode Island
$782K +$156K +1,386 +25%
ATC
779
Argent Trust Co
Tennessee
$774K +$21.4K +190 +3%
AIS
780
American Investment Services
Massachusetts
$774K +$152K +1,346 +24%
IP
781
Intellectus Partners
California
$772K +$135K +1,199 +21%
AIA
782
Avalon Investment & Advisory
Texas
$771K +$10.1K +90 +1%
RWB
783
RMR Wealth Builders
New Jersey
$764K +$766K +6,800 New
DFA
784
Delta Financial Advisors
Louisiana
$758K +$31.2K +277 +4%
NFG
785
NewFocus Financial Group
Washington
$750K +$57.5K +510 +8%
NCM
786
New Capital Management
Texas
$746K +$58.3K +517 +8%
SCM
787
Smith Capital Management
Arkansas
$743K +$79.4K +705 +12%
GCM
788
Gables Capital Management
Florida
$739K -$260K -2,308 -26%
PA
789
Pinnacle Associates
New York
$739K -$22.5K -200 -3%
OFS
790
Oldfather Financial Services
Nebraska
$734K +$724K +6,421 New
RWM
791
RKL Wealth Management
Pennsylvania
$722K -$7.21K -64 -1%
PFPT
792
Pinnacle Financial Partners (Tennessee)
Tennessee
$719K +$3.38K +30 +0.5%
CCM
793
Coldstream Capital Management
Washington
$718K -$858K -7,616 -54%
PB
794
Pinnacle Bancorp
Nebraska
$718K +$45.5K +404 +7%
RPWA
795
Regent Peak Wealth Advisors
Georgia
$713K +$715K +6,349 New
CMP
796
Courage Miller Partners
Virginia
$707K -$1.58K -14 -0.2%
BFPW
797
BOK Financial Private Wealth
Colorado
$703K +$705K +6,252 New
RIA
798
Realta Investment Advisors
Delaware
$700K +$138K +1,222 +24%
CMO
799
Covenant Multifamily Offices
Texas
$698K +$240K +2,130 +48%
ANBT
800
American National Bank & Trust
Texas
$696K +$16.9K +150 +2%
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