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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1301
West Coast Financial
California
$208K +$5.38K +47 +3%
ABC
1302
Associated Banc-Corp
Wisconsin
$207K +$206K +1,795 New
RI
1303
Ridgewood Investments
New Jersey
$206K – – –
AFA
1304
American Financial Advisors
Georgia
$205K -$7.1K -62 -3%
CSPAM
1305
Cary Street Partners Asset Management
Virginia
$205K – – –
DFA
1306
DHJJ Financial Advisors
Illinois
$204K +$203K +1,769 New
MWM
1307
MBE Wealth Management
Wisconsin
$203K -$8.36K -73 -4%
NP
1308
NorthRock Partners
Minnesota
$203K -$8.36K -73 -4%
LWA
1309
Lenox Wealth Advisors
New York
$200K -$17K -148 -8%
NFSG
1310
Newbridge Financial Services Group
Florida
$200K +$110K +956 +123%
KOMWMG
1311
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K +$199K +1,735 New
BBHC
1312
Brown Brothers Harriman & Co
New York
$197K +$24.3K +212 +14%
PG
1313
Proffitt & Goodson
Tennessee
$196K – – –
SNT
1314
Security National Trust
West Virginia
$195K +$105K +920 +119%
JAM
1315
JCIC Asset Management
Ontario, Canada
$194K +$45.3K +395 +41%
EPM
1316
Elm Partners Management
Pennsylvania
$193K – – –
GCA
1317
Genesee Capital Advisors
New York
$193K +$191K +1,671 New
IA
1318
IAM Advisory
Pennsylvania
$193K +$191K +1,671 New
PO
1319
Private Ocean
California
$184K +$183K +1,595 New
AWM
1320
Atticus Wealth Management
Florida
$181K -$24.9K -217 -12%
OC
1321
Oakworth Capital
Alabama
$176K – – –
BCA
1322
Bray Capital Advisors
Florida
$167K +$16K +140 +11%
1IA
1323
1834 Investment Advisors
Wisconsin
$165K – – –
FFA
1324
Founders Financial Alliance
North Carolina
$165K +$45.3K +395 +38%
VNIM
1325
Vaughan Nelson Investment Management
Texas
$164K +$163K +1,426 New
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