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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1051
Patron Partners
Texas
$786K -$44.7K -462 -5%
PSCM
1052
Per Stirling Capital Management
Texas
$785K +$783K +8,094 New
TSS
1053
Two Sigma Securities
New York
$784K +$781K +8,080 New
WWM
1054
Windsor Wealth Management
Indiana
$783K -$97.5K -1,008 -11%
FWM
1055
FFT Wealth Management
Pennsylvania
$782K +$780K +8,065 New
SCA
1056
Stillwater Capital Advisors
Pennsylvania
$780K -$1.45K -15 -0.2%
JIP
1057
Jaffetilchin Investment Partners
Florida
$780K -$471K -4,865 -38%
SFG
1058
SNS Financial Group
Minnesota
$779K -$150K -1,553 -16%
MAM
1059
MMA Asset Management
Pennsylvania
$774K +$44.3K +458 +6%
SFS
1060
Summit Financial Strategies
Ohio
$773K -$100K -1,039 -12%
WPW
1061
Waldron Private Wealth
Pennsylvania
$772K – – –
FWP
1062
Firethorn Wealth Partners
Georgia
$765K -$97 -1 -0%
OGF
1063
Orin Green Financial
California
$764K -$854K -8,830 -53%
PWS
1064
Peterson Wealth Services
Utah
$759K +$538K +5,566 +247%
PWP
1065
Phillips Wealth Planners
Mississippi
$759K +$743K +7,685 New
WC
1066
Whitney & Co
New York
$750K +$183K +1,891 +32%
T
1067
TRUADVICE
Florida
$749K +$727K +7,514 New
GBWM
1068
Granite Bay Wealth Management
New Hampshire
$745K -$409K -4,228 -35%
WAOI
1069
Wealth Advisors of Iowa
Iowa
$743K +$741K +7,664 New
IAG
1070
Investment Advisory Group
Massachusetts
$743K -$14.9K -154 -2%
CAM
1071
Cidel Asset Management
Ontario, Canada
$740K – – –
RFG
1072
Range Financial Group
Oregon
$739K -$4.25K -44 -0.6%
LWCFA
1073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$738K – – –
FCMT
1074
Founders Capital Management (Texas)
Texas
$737K -$1.39M -14,412 -65%
MG
1075
Mather Group
Illinois
$735K +$416K +4,305 +132%
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43
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