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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
Triumph Capital Management
Colorado
$809K -$336K -3,408 -29%
KAS
1227
KPP Advisory Services
Kentucky
$807K -$39K -396 -5%
CCA
1228
Childress Capital Advisors
Texas
$804K +$103K +1,050 +14%
PCM
1229
Pointe Capital Management
Michigan
$800K +$22.1K +224 +3%
MYIA
1230
Mount Yale Investment Advisors
Colorado
$799K +$12K +122 +2%
CP
1231
Castleview Partners
Texas
$798K -$95.6K -971 -11%
AA
1232
Advisory Alpha
Michigan
$793K -$31.4K -319 -4%
SFP
1233
Shepherd Financial Partners
Massachusetts
$792K -$244K -2,482 -23%
BFG
1234
Birch Financial Group
New Hampshire
$790K +$803K +8,157 New
HP
1235
Hilltop Partners
Indiana
$788K -$41.6K -422 -5%
LNWWM
1236
Laird Norton Wetherby Wealth Management
California
$785K +$788 +8 +0.1%
GCA
1237
Genesee Capital Advisors
New York
$784K +$797K +8,089 New
DAS
1238
Diversify Advisory Services
Utah
$784K -$2.15M -21,782 -73%
WSFG
1239
Wall Street Financial Group
Illinois
$783K +$796K +8,083 New
WJA
1240
Willis Johnson & Associates
Texas
$783K +$359K +3,644 +82%
FAM
1241
Flaharty Asset Management
Florida
$777K -$1.97K -20 -0.2%
BFW
1242
Brady Family Wealth
Missouri
$772K -$259K -2,627 -25%
OGF
1243
Orin Green Financial
California
$765K -$755K -7,670 Closed
DPI
1244
Diversified Portfolios Inc
Michigan
$763K -$54.5K -553 -7%
GHA
1245
GW Henssler & Associates
Georgia
$756K – – –
FNC
1246
First National Corp
Massachusetts
$755K -$747K -7,580 -49%
FLPIM
1247
F.L. Putnam Investment Management
Massachusetts
$755K +$173K +1,757 +29%
WC
1248
Whitney & Co
New York
$748K -$66K -670 -8%
IAG
1249
Investment Advisory Group
Massachusetts
$747K -$99K -1,005 -12%
SP
1250
Successful Portfolios
Florida
$746K +$788 +8 +0.1%
48 49
50
51 52