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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1126
SCS Capital Management
Massachusetts
$589K -$754K -7,630 -56%
RI
1127
Rinkey Investments
California
$587K +$303K +3,067 +105%
PIA
1128
Pinion Investment Advisors
Kansas
$582K +$588K +5,945 New
CWAG
1129
Carlsbad Wealth Advisory Group
California
$581K +$586K +5,931 New
GS
1130
GTS Securities
Florida
$580K +$585K +5,917 New
WF
1131
Welch & Forbes
Massachusetts
$578K +$80.5K +814 +16%
CWM
1132
Cornerstone Wealth Management
Missouri
$573K -$47.9K -485 -8%
CM
1133
Columbus Macro
Pennsylvania
$573K -$1.01M -10,184 -64%
PAM
1134
Palisade Asset Management
Minnesota
$572K – – –
SCG
1135
Sonata Capital Group
Washington
$570K – – –
SF
1136
Symphony Financial
Texas
$570K +$325K +3,283 +129%
ANBT
1137
American National Bank & Trust
Texas
$568K -$453K -4,587 -44%
LA
1138
Lifeworks Advisors
Michigan
$568K -$446K -4,510 -44%
CQS
1139
Credential Qtrade Securities
$563K – – –
CCM
1140
Colorado Capital Management
Colorado
$563K +$341K +3,451 +150%
MLA
1141
My Legacy Advisors
Oregon
$560K +$151K +1,523 +37%
SAM
1142
Synergy Asset Management
Washington
$559K +$108K +1,096 +24%
FWP
1143
FAS Wealth Partners
Kansas
$554K -$103K -1,042 -16%
TDWM
1144
Topel & Distasi Wealth Management
California
$552K +$1.98K +20 +0.4%
ETIA
1145
Epic Trust Investment Advisors
Washington
$552K -$5.04K -51 -0.9%
HIM
1146
Hanlon Investment Management
New Jersey
$549K +$137K +1,381 +33%
HWM
1147
Horizons Wealth Management
North Carolina
$549K -$10.9K -110 -2%
LNWWM
1148
Laird Norton Wetherby Wealth Management
California
$548K +$71.1K +719 +15%
CCA
1149
Childress Capital Advisors
Texas
$544K +$29.8K +301 +6%
IWN
1150
Independent Wealth Network
Iowa
$541K +$22.9K +232 +4%
44 45
46
47 48