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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1326
Vaughan Nelson Investment Management
Texas
$164K +$163K +1,426 New
JCM
1327
Jacobi Capital Management
Pennsylvania
$159K +$51.8K +452 +49%
SIC
1328
Salem Investment Counselors
North Carolina
$154K +$18.1K +158 +13%
CCA
1329
Column Capital Advisors
Indiana
$151K – – –
LWM
1330
Liberty Wealth Management
California
$151K +$8.71K +76 +6%
CA
1331
Centerpoint Advisors
Massachusetts
$150K +$6.53K +57 +5%
MPWT
1332
MassMutual Private Wealth & Trust
Connecticut
$150K +$63.1K +551 +73%
HBT
1333
Hills Bank & Trust
Iowa
$149K – – –
EDRH
1334
Edmond de Rothschild Holding
Switzerland
$149K +$85.9K +750 +138%
RDFA
1335
Ritter Daniher Financial Advisory
Ohio
$147K +$47.5K +415 +48%
WIM
1336
Westside Investment Management
California
$145K +$1.58M +13,788 +30%
NL
1337
NVWM LLC
Pennsylvania
$145K – – –
WBC
1338
West Branch Capital
Massachusetts
$144K +$143K +1,250 New
KFI
1339
Key Financial Inc
Pennsylvania
$133K +$11.1K +97 +9%
SSB
1340
Sandy Spring Bank
Maryland
$126K +$42.7K +373 +52%
IBOK
1341
Independence Bank of Kentucky
Kentucky
$123K -$111K -971 -48%
RIM
1342
Rockbridge Investment Management
New York
$118K – – –
PAI
1343
Pittenger & Anderson Inc
Nebraska
$117K -$215K -1,878 -65%
KFS
1344
Kelly Financial Services
Massachusetts
$116K +$42.7K +373 +59%
FGAM
1345
Financial Gravity Asset Management
Texas
$115K – – –
PP
1346
PrairieView Partners
Minnesota
$111K +$6.3K +55 +6%
CWA
1347
Clearview Wealth Advisors
Oregon
$108K +$458 +4 +0.4%
ADL
1348
Asset Dedication LLC
California
$108K +$55.6K +485 +109%
MIM
1349
Macroview Investment Management
Maryland
$102K – – –
GIA
1350
Goodwin Investment Advisory
Georgia
$99K – – –
52 53
54
55 56