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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
901
Mirador Capital Partners
California
$646K +$640K +5,468 New
DAM
902
Delta Asset Management
Tennessee
$642K -$29.4K -251 -4%
WPC
903
White Pine Capital
Minnesota
$642K +$83.9K +717 +15%
CPIG
904
Chicago Partners Investment Group
Illinois
$636K +$369K +3,156 +145%
SAMC
905
Spectrum Asset Management (Connecticut)
Connecticut
$635K -$3.08M -26,302 -83%
ECM
906
Evergreen Capital Management
Washington
$630K +$286K +2,442 +84%
TFS
907
Thoroughbred Financial Services
Tennessee
$619K +$613K +5,238 New
SF
908
Symphony Financial
Texas
$618K +$612K +5,228 New
AFIA
909
America First Investment Advisors
Nebraska
$616K – – –
SFS
910
Summit Financial Strategies
Ohio
$615K -$8.78K -75 -1%
TNBTD
911
Trustmark National Bank Trust Department
Mississippi
$613K +$43.8K +374 +8%
DFA
912
Delta Financial Advisors
Louisiana
$612K -$5.27K -45 -0.9%
QC
913
QCM Cayman
Texas
$611K +$605K +5,171 New
GG
914
GenWealth Group
New Jersey
$610K -$42.4K -362 -7%
CBFP
915
Cedar Brook Financial Partners
Ohio
$602K +$596K +5,095 New
JF
916
JSF Financial
California
$599K -$8.31K -71 -1%
RPSA
917
Richard P. Slaughter Associates
Texas
$599K +$593K +5,068 New
FC
918
Ferris Capital
Massachusetts
$598K +$42.7K +365 +8%
PWMG
919
Prestige Wealth Management Group
New Jersey
$597K -$58.1K -496 -9%
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$596K -$951K -8,122 -62%
SF
921
Summit Financial
New Jersey
$594K -$115K -986 -16%
JSA
922
Jacobson & Schmitt Advisors
Wisconsin
$594K -$124K -1,057 -17%
CAM
923
Claret Asset Management
Quebec, Canada
$591K -$46.8K -400 -7%
GCM
924
Gables Capital Management
Florida
$591K – – –
WIA
925
World Investment Advisors
California
$590K +$69.8K +596 +14%
35 36
37
38 39