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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
901
Fernwood Investment Management
Massachusetts
$438K -$22.5K -200 -5%
EAM
902
Evanson Asset Management
California
$437K +$1.69K +15 +0.4%
FC
903
Ferris Capital
Massachusetts
$436K – – –
GC
904
Grace Capital
Massachusetts
$435K – – –
SRC
905
Sage Rhino Capital
California
$435K – – –
GIM
906
Greenwich Investment Management
Connecticut
$433K – – –
AIC
907
Archer Investment Corporation
Indiana
$433K +$55.2K +490 +15%
CF
908
Centaurus Financial
California
$431K -$82.9K -736 -16%
LWM
909
Lenox Wealth Management
Ohio
$431K +$382K +3,386 +747%
RG
910
Rathbones Group
United Kingdom
$428K – – –
BCA
911
Bay Colony Advisors
Massachusetts
$424K -$110K -977 -21%
S
912
SignatureFD
Georgia
$424K +$198K +1,754 +87%
BWP
913
BSW Wealth Partners
Colorado
$423K -$119K -1,060 -22%
HCA
914
Harbour Capital Advisors
Virginia
$421K -$25.4K -225 -6%
QCIG
915
Quad-Cities Investment Group
Iowa
$419K +$84.7K +752 +25%
GCAC
916
Guardian Capital Advisors (Canada)
Ontario, Canada
$416K -$50.7K -450 -11%
PGFC
917
Peapack-Gladstone Financial Corp
New Jersey
$416K – – –
VCM
918
Vivaldi Capital Management
Illinois
$416K +$5.75K +51 +1%
CC
919
Courier Capital
New York
$414K +$14.1K +125 +4%
CDIA
920
Capital Directions Investment Advisors
Georgia
$413K -$4.73K -42 -1%
FC
921
Fusion Capital
South Carolina
$412K +$413K +3,665 New
GA
922
Gateway Advisory
New Jersey
$411K +$38.5K +342 +10%
WF
923
Welch & Forbes
Massachusetts
$410K -$19.2K -170 -4%
CAM
924
Cubic Asset Management
Massachusetts
$407K +$11.8K +105 +3%
DSA
925
Droms Strauss Advisors
Missouri
$401K +$401K +3,561 New
35 36
37
38 39