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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1126
Prestige Wealth Management Group
New Jersey
$41K +$22.5K +200 +120%
LWANC
1127
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K +$13.4K +119 +50%
HCC
1128
Hirtle Callaghan & Co
Pennsylvania
$39K – – –
EWM
1129
EPG Wealth Management
Georgia
$39K +$39.6K +351 New
HIM
1130
HawsGoodwin Investment Management
Tennessee
$38K +$37.8K +335 New
DOA
1131
D'Orazio & Associates
Virginia
$37K -$153K -1,359 -81%
TIM
1132
Tortoise Investment Management
New York
$37K -$2.37K -21 -6%
RFWA
1133
RPg Family Wealth Advisory
Massachusetts
$36.3K – – –
ACM
1134
Allred Capital Management
Texas
$34.7K +$34.8K +309 New
ACM
1135
Anfield Capital Management
California
$34K +$33.9K +301 New
BRC
1136
Bell Rock Capital
Delaware
$33K -$676 -6 -2%
WAS
1137
Winch Advisory Services
Wisconsin
$30K – – –
SAM
1138
S.A. Mason
Michigan
$30K +$30.4K +270 New
ACA
1139
Aptus Capital Advisors
Alabama
$30K +$30.9K +274 New
JFA
1140
Johanson Financial Advisors
California
$28K +$28.2K +250 New
BCA
1141
Bray Capital Advisors
Florida
$28K – – –
SA
1142
SRH Advisors
Kansas
$28K – – –
WQ
1143
Wealth Quarterback
New Jersey
$27.1K +$27.3K +242 New
HDIM
1144
Hanson & Doremus Investment Management
Vermont
$27K – – –
SMFS
1145
Squar Milner Financial Services
California
$24K +$24.1K +214 New
BAMG
1146
Brand Asset Management Group
Missouri
$23K – – –
AWM
1147
AllSquare Wealth Management
New York
$22K – – –
AIM
1148
Arcadia Investment Management
Michigan
$22K – – –
MWM
1149
Maltin Wealth Management
New Jersey
$22K +$22.5K +200 New
JAM
1150
JCIC Asset Management
Ontario, Canada
$22K +$49.6K +440 New
44 45
46
47 48