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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.37B +$177M +1,793,268 +2%
Wells Fargo
2
Wells Fargo
California
$5.3B +$16.6M +167,492 +0.3%
RJA
3
Raymond James & Associates
Florida
$5.09B +$413M +4,178,414 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.11B +$639M +6,466,535 +19%
Bank of America
5
Bank of America
North Carolina
$4.08B +$89M +901,021 +2%
BlackRock
6
BlackRock
New York
$4.01B -$302M -3,056,713 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.59B +$401M +4,058,353 +18%
US Bancorp
8
US Bancorp
Minnesota
$2.17B +$517M +5,226,719 +32%
Goldman Sachs
9
Goldman Sachs
New York
$1.83B -$30.5M -308,482 -2%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$1.55B -$90.3M -913,570 -6%
Creative Planning
11
Creative Planning
Kansas
$1.11B -$34.6M -349,620 -3%
Northern Trust
12
Northern Trust
Illinois
$1.03B +$57.8M +584,695 +6%
Ameriprise
13
Ameriprise
Minnesota
$935M +$93.3M +943,629 +11%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$892M +$442M +4,467,853 +100%
Charles Schwab
15
Charles Schwab
California
$848M -$67.3M -681,076 -7%
Betterment LLC
16
Betterment LLC
New York
$828M +$38M +384,936 +5%
AA
17
Acorns Advisers
California
$826M +$42.9M +433,946 +6%
WI
18
WealthNavi Inc
Japan
$752M +$46.1M +466,205 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$707M +$155M +1,570,349 +28%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$633M +$340M +3,441,866 +118%
FCBT
21
First Citizens Bank & Trust
North Carolina
$614M +$564M +5,707,468 +1,251%
TF
22
TIAA FSB
Florida
$585M +$51.8M +524,108 +10%
LPL Financial
23
LPL Financial
California
$583M -$85.2M -861,824 -13%
UBS Group
24
UBS Group
Switzerland
$558M +$1.06M +10,697 +0.2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$542M +$54.5M +551,224 +11%
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