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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1401
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$30.5K +259 New
SWM
1402
Selective Wealth Management
Virginia
$31K +$31.3K +266 New
CWM
1403
Curi Wealth Management
North Carolina
$30K +$30.2K +256 New
FFC
1404
First Financial Corp
Indiana
$29K -$4.95K -42 -15%
BFC
1405
Bedel Financial Consulting
Indiana
$29K +$118 +1 +0.4%
TWA
1406
TCI Wealth Advisors
Arizona
$29K +$11.3K +96 +64%
PP
1407
Pacifica Partners
Canada
$29K +$11.7K +99 +66%
AIA
1408
Arcadia Investment Advisors
Idaho
$28.2K +$28.2K +239 New
DWM
1409
Defined Wealth Management
Oregon
$28K +$28K +238 New
TC
1410
Truvestments Capital
Florida
$24K +$24.9K +211 New
BFO
1411
Biltmore Family Office
North Carolina
$23K -$68.8K -584 -75%
TIM
1412
Tortoise Investment Management
New York
$23K -$9.42K -80 -29%
AWM
1413
AllSquare Wealth Management
New York
$23K – – –
JAWM
1414
J. Arnold Wealth Management
Ohio
$22K +$2.36K +20 +12%
CPWM
1415
Cypress Point Wealth Management
Texas
$22K +$21.4K +182 New
MIM
1416
Merrion Investment Management
New Jersey
$22K +$21.8K +185 New
KTC
1417
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
ME
1418
McIlrath & Eck
Washington
$21K – – –
PIP
1419
Peachtree Investment Partners
Florida
$20K – – –
CHA
1420
Carmichael Hill & Associates
Maryland
$17K – – –
WLPWM
1421
Walled Lake Planning & Wealth Management
Illinois
$15K -$15.3K -130 -50%
PK
1422
Pflug Koory
Nebraska
$15K – – –
FRA
1423
Front Row Advisors
California
$14K -$8.25K -70 -38%
PWA
1424
Phoenix Wealth Advisors
North Carolina
$14K +$14.1K +120 New
RFWA
1425
RPg Family Wealth Advisory
Massachusetts
$11.8K – – –
55 56
57
58 59