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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Arcadia Investment Management
Michigan
$117K – – –
APW
927
Acima Private Wealth
Virginia
$112K – – –
WC
928
Westwind Capital
New Mexico
$112K +$10.9K +100 +11%
TFA
929
Toth Financial Advisory
Virginia
$110K -$12.6K -115 -10%
SIC
930
Salem Investment Counselors
North Carolina
$110K +$108K +987 New
IWMA
931
Ironwood Wealth Management (Arizona)
Arizona
$109K +$6.34K +58 +6%
FCMT
932
Founders Capital Management (Texas)
Texas
$105K – – –
CAC
933
Certified Advisory Corp
Florida
$103K +$547 +5 +0.5%
GI
934
Gradient Investments
Minnesota
$100K +$43.7K +400 +81%
SFG
935
SevenBridge Financial Group
Pennsylvania
$99K +$85.1K +778 +714%
HGWM
936
Harvest Group Wealth Management
Massachusetts
$91K +$3.17K +29 +4%
CCM
937
Covington Capital Management
California
$89K – – –
VC
938
Vestor Capital
Illinois
$85K +$83.5K +764 New
AWA
939
Artemis Wealth Advisors
New York
$80.2K – – –
RCA
940
Rowland Carmichael Advisors
Arizona
$75K +$17.3K +158 +31%
WCM
941
Whitener Capital Management
North Carolina
$71K – – –
AWM
942
Apollon Wealth Management
South Carolina
$71K +$69.3K +634 New
PG
943
Proffitt & Goodson
Tennessee
$70K -$219 -2 -0.3%
BWA
944
Burt Wealth Advisors
Maryland
$70K – – –
TIM
945
Tortoise Investment Management
New York
$67K -$11.9K -109 -15%
CCM
946
Cribstone Capital Management
Maine
$67K -$2.08K -19 -3%
OIA
947
OneDigital Investment Advisors
Kansas
$63K +$20.9K +191 +51%
AIM
948
Anchor Investment Management
South Carolina
$59.9K – – –
VCM
949
Vigilant Capital Management
Maine
$59K -$8.09K -74 -12%
KPCM
950
Kings Point Capital Management
New York
$58K +$57.4K +525 New
36 37
38
39 40