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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1101
Transcend Capital Advisors
New Jersey
$296K +$298K +2,510 New
NPT
1102
Nixon Peabody Trust
Massachusetts
$295K – – –
AWM
1103
Avondale Wealth Management
Texas
$292K – – –
AA
1104
Altman Advisors
Illinois
$291K +$293K +2,467 New
CSM
1105
CAMG Solamere Management
North Carolina
$290K – – –
LFG
1106
LifePlan Financial Group
Ohio
$288K -$4.51K -38 -2%
JCM
1107
Janney Capital Management
Pennsylvania
$287K -$43.2K -364 -13%
WAM
1108
Weatherly Asset Management
California
$286K -$12K -101 -4%
GIM
1109
Greenwich Investment Management
Connecticut
$286K – – –
MFW
1110
Mosaic Family Wealth
Missouri
$286K +$287K +2,423 New
TC
1111
TownSquare Capital
Utah
$285K +$22.8K +192 +9%
WDL
1112
Well Done LLC
Michigan
$283K – – –
MCM
1113
Mengis Capital Management
Oregon
$283K +$16.6K +140 +6%
DY
1114
Dowling & Yahnke
California
$281K -$1.42K -12 -0.5%
CSIC
1115
Clifford Swan Investment Counsel
California
$281K +$283K +2,383 New
BL
1116
BCWM LLC
Kansas
$280K -$7.59K -64 -3%
HWA
1117
HCR Wealth Advisors
California
$276K -$46.9K -395 -14%
AMIM
1118
Aull & Monroe Investment Management
Alabama
$276K – – –
ODCM
1119
Old Dominion Capital Management
Virginia
$274K – – –
FWM
1120
Frontier Wealth Management
Missouri
$274K +$276K +2,323 New
AIM
1121
Alhambra Investment Management
Florida
$273K +$274K +2,311 New
CQS
1122
Credential Qtrade Securities
$273K – – –
QPWM
1123
Quadrant Private Wealth Management
Pennsylvania
$272K – – –
MWM
1124
Modera Wealth Management
New Jersey
$272K +$274K +2,308 New
WPW
1125
Waldron Private Wealth
Pennsylvania
$270K -$16.3K -137 -6%
43 44
45
46 47