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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
901
Westwind Capital
New Mexico
$90K +$524 +5 +0.6%
SSB
902
Sandy Spring Bank
Maryland
$87K -$180K -1,716 -68%
CCM
903
Covington Capital Management
California
$85K – – –
FANJ
904
Financial Architects (New Jersey)
New Jersey
$81K -$15.1K -144 -16%
AWA
905
Artemis Wealth Advisors
New York
$76.7K – – –
BAM
906
Bruderman Asset Management
New York
$76K +$16.3K +155 +28%
BAM
907
Barrett Asset Management
New York
$75K – – –
PO
908
Private Ocean
California
$67K -$149K -1,421 -69%
BWA
909
Burt Wealth Advisors
Maryland
$67K -$4.2K -40 -6%
CCM
910
Cribstone Capital Management
Maine
$66K – – –
BHWM
911
Bay Harbor Wealth Management
Maryland
$64K +$62.6K +597 New
HT
912
Heritage Trust
Oklahoma
$63K -$28.7K -274 -32%
WCM
913
Whitener Capital Management
North Carolina
$62K – – –
WCM
914
WealthBridge Capital Management
Ohio
$60K +$59.6K +568 New
QCIG
915
Quad-Cities Investment Group
Iowa
$59K +$41.4K +395 +247%
AIM
916
Anchor Investment Management
South Carolina
$57.3K -$1.66M -15,827 -97%
BHB
917
Bank Hapoalim BM
Israel
$56K – – –
FDCDDQ
918
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.5K -$18.9K -180 -26%
PG
919
Proffitt & Goodson
Tennessee
$53K +$524 +5 +1%
GI
920
Gradient Investments
Minnesota
$52K -$315 -3 -0.6%
PWMG
921
Prestige Wealth Management Group
New Jersey
$50K +$48.9K +466 New
PMFA
922
Plante Moran Financial Advisors
Michigan
$50K +$49.1K +468 New
AC
923
Avestar Capital
New York
$48K – – –
JAM
924
JCIC Asset Management
Ontario, Canada
$47K +$13.1K +125 +40%
AWM
925
Avior Wealth Management
Nebraska
$47K +$46.6K +444 New
35 36
37
38 39