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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Barrett Asset Management
New York
$59K – – –
DOA
1227
D'Orazio & Associates
Virginia
$57K +$17.9K +153 +47%
HPC
1228
HM Payson & Co
Maine
$55K – – –
SFA
1229
Semmax Financial Advisors
North Carolina
$55K – – –
FA
1230
Faithward Advisors
Pennsylvania
$50K – – –
AAMA
1231
Advanced Asset Management Advisors
Ohio
$48K – – –
FDCDDQ
1232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.3K +$23.4K +200 +100%
RCA
1233
Rowland Carmichael Advisors
Arizona
$47K – – –
CICI
1234
Capital Investment Counsel Inc
North Carolina
$44K – – –
FMII
1235
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
HCC
1236
Hirtle Callaghan & Co
Pennsylvania
$41K – – –
AIM
1237
Anchor Investment Management
South Carolina
$40.5K -$5.27K -45 -12%
SC
1238
Steph & Co
Wisconsin
$40K +$5.03K +43 +15%
OFG
1239
Oxford Financial Group
Indiana
$40K +$39.7K +339 New
LWANC
1240
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K -$1.17K -10 -3%
EDRH
1241
Edmond de Rothschild Holding
Switzerland
$39K +$15.2K +130 +65%
RFWA
1242
RPg Family Wealth Advisory
Massachusetts
$38.2K – – –
MRC
1243
Millburn Ridgefield Corp
New York
$37K +$21.4K +183 +139%
BHWM
1244
Bay Harbor Wealth Management
Maryland
$34K +$34.1K +291 New
ACA
1245
Aptus Capital Advisors
Alabama
$33K +$1.52K +13 +5%
TIM
1246
Tortoise Investment Management
New York
$32K -$117 -1 -0.4%
WAS
1247
Winch Advisory Services
Wisconsin
$32K – – –
WLPWM
1248
Walled Lake Planning & Wealth Management
Illinois
$31K +$234 +2 +0.8%
SA
1249
SRH Advisors
Kansas
$30K – – –
BFC
1250
Bedel Financial Consulting
Indiana
$29K +$117 +1 +0.4%
48 49
50
51 52