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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
951
Squar Milner Financial Services
California
$23K – – –
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$22K +$20.4K +190 +2,111%
ACS
953
Archford Capital Strategies
Illinois
$22K +$21.4K +200 New
NWA
954
New World Advisors
Massachusetts
$22K +$22.1K +206 New
AWM
955
AllSquare Wealth Management
New York
$21K – – –
LWS
956
Lucia Wealth Services
California
$21K +$20.9K +195 New
OFW
957
Omnia Family Wealth
Florida
$18K – – –
RWA
958
Ropes Wealth Advisors
Massachusetts
$17K +$17.2K +160 New
SNT
959
Security National Trust
West Virginia
$16K – – –
CIM
960
Cambria Investment Management
California
$16K +$11.6K +108 New
MWC
961
MKD Wealth Coaches
Michigan
$15K -$512K -4,778 -97%
PAI
962
Pittenger & Anderson Inc
Nebraska
$15K – – –
LA
963
Legacy Advisors
Pennsylvania
$15K +$14.3K +133 New
FPB
964
First PREMIER Bank
South Dakota
$14K – – –
ME
965
McIlrath & Eck
Washington
$14K – – –
PK
966
Pflug Koory
Nebraska
$14K – – –
TWA
967
TCI Wealth Advisors
Arizona
$13K +$8.69K +81 +231%
LWM
968
Liberty Wealth Management
California
$12K – – –
SFG
969
SevenBridge Financial Group
Pennsylvania
$12K – – –
ARMC
970
American Research & Management Company
Massachusetts
$11K – – –
CB
971
Community Bank
New York
$11K – – –
DWA
972
Dougherty Wealth Advisers
Minnesota
$11K – – –
LWM
973
Lenox Wealth Management
Ohio
$9K +$8.36K +78 New
PFBT
974
Parkside Financial Bank & Trust
Missouri
$9K +$8.79K +82 New
RFM
975
Royal Fund Management
Florida
$8K +$8.36K +78 New
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