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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1226
Penn Capital Management
Pennsylvania
– -$375K -3,312 Closed
EWF
1227
Epstein & White Financial
California
– -$310K -2,723 Closed
SAMC
1228
Spectrum Asset Management (Connecticut)
Connecticut
– -$306K -2,700 Closed
GJIC
1229
Gamble Jones Investment Counsel
California
– -$284K -2,510 Closed
TCB
1230
Texas Capital Bancshares
Texas
– -$283K -2,504 Closed
S
1231
Surevest
California
– -$272K -2,407 Closed
ACP
1232
Arcus Capital Partners
Georgia
– -$265K -2,338 Closed
SWA
1233
Stratos Wealth Advisors
Ohio
– -$254K -2,241 Closed
FIM
1234
Frontier Investment Management
Texas
– -$249K -2,201 Closed
UFF
1235
USA Financial Formulas
Michigan
– -$233K -2,058 Closed
OC
1236
Oarsman Capital
Wisconsin
– -$226K -1,995 Closed
DI
1237
DFPG Investments
Utah
– -$226K -1,991 Closed
CFIA
1238
Cantor Fitzgerald Investment Advisors
New York
– -$221K -1,951 Closed
CBU
1239
CIBC Bank USA
Illinois
– -$221K -1,950 Closed
MC
1240
Moors & Cabot
Massachusetts
– -$203K -1,806 Closed
OPA
1241
Old Port Advisors
Maine
– -$204K -1,790 Closed
HS
1242
Horan Securities
United States
– -$200K -1,766 Closed
SB
1243
Strategic Blueprint
Georgia
– -$110K -976 Closed
GWAG
1244
Garrett Wealth Advisory Group
Texas
– -$82.8K -731 Closed
WCM
1245
Whitener Capital Management
North Carolina
– -$72K -641 Closed
CI
1246
Conning Inc
Connecticut
– -$14K -125 Closed
NIC
1247
Northwest Investment Counselors
Oregon
– -$12K -107 Closed
BHWM
1248
Bay Harbor Wealth Management
Maryland
– -$4K -36 Closed
LDFR
1249
Lehman & Derafelo Financial Resources
Pennsylvania
– -$1K -13 Closed
HIA
1250
Harbor Investment Advisory
Maryland
– +$225 +2 New
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