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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1201
Retirement Group
California
$137K +$45.4K +383 +49%
SIM
1202
Sonora Investment Management
Arizona
$136K +$23.1K +195 +20%
SIC
1203
Salem Investment Counselors
North Carolina
$135K -$7.95K -67 -6%
SFSIG
1204
San Francisco Sentry Investment Group
California
$133K +$14.8K +125 +12%
CCA
1205
Column Capital Advisors
Indiana
$123K -$34.2K -288 -22%
HFRG
1206
Houlihan Financial Resource Group
Virginia
$122K +$123K +1,041 New
TFA
1207
Toth Financial Advisory
Virginia
$121K -$2.02K -17 -2%
JCM
1208
Jacobi Capital Management
Pennsylvania
$118K -$1.3M -10,975 -92%
HS
1209
Horan Securities
United States
$115K -$21.4K -180 -16%
PG
1210
Proffitt & Goodson
Tennessee
$115K -$1.78K -15 -2%
SFPG
1211
Stonebridge Financial Planning Group
Florida
$101K -$59.2K -499 -37%
FFA
1212
Founders Financial Alliance
North Carolina
$100K +$101K +855 New
PAI
1213
Pittenger & Anderson Inc
Nebraska
$97K +$4.39K +37 +5%
RIM
1214
Rockbridge Investment Management
New York
$96K – – –
VRM
1215
Vectors Research Management
New York
$95K – – –
FDCDDQ
1216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.4K +$47.4K +400 +100%
CCM
1217
Covington Capital Management
California
$94K – – –
BFO
1218
Biltmore Family Office
North Carolina
$92K – – –
HPC
1219
HM Payson & Co
Maine
$87K +$32.7K +276 +59%
AWA
1220
Artemis Wealth Advisors
New York
$85.1K +$119 +1 +0.1%
SSB
1221
Sandy Spring Bank
Maryland
$85K – – –
ADL
1222
Asset Dedication LLC
California
$82K -$345K -2,909 -81%
OFG
1223
Oxford Financial Group
Indiana
$79K +$39.5K +333 +98%
LFASL
1224
Lugano Financial Advisors SA (LFA)
Switzerland
$78K – – –
AIL
1225
AGF Investments LLC
Ontario, Canada
$78K +$14.8K +125 +23%
47 48
49
50 51