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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1476
Choate Investment Advisors
Massachusetts
$4K -$9.71K -96 -72%
EWM
1477
Evermay Wealth Management
Virginia
$4K – – –
IF
1478
Integrity Financial
Wyoming
$4K +$1.21K +12 +48%
FPFS
1479
First Personal Financial Services
North Carolina
$4K +$3.74K +37 New
EC
1480
EdgeRock Capital
Colorado
$4K +$4.04K +40 New
FRA
1481
Front Row Advisors
California
$3K – – –
GIA
1482
Goodwin Investment Advisory
Georgia
$3K – – –
FIM
1483
FWL Investment Management
Texas
$3K +$3.24K +32 New
GWS
1484
Glassman Wealth Services
Virginia
$2K -$4.15K -41 -64%
SC
1485
Siena Capital
Ohio
$2K – – –
PWMG
1486
Prestige Wealth Management Group
New Jersey
$1K -$4.75K -47 -77%
FCB
1487
First Command Bank
Texas
$1K – – –
FCFS
1488
First Command Financial Services
Texas
$1K – – –
SFA
1489
Semmax Financial Advisors
North Carolina
$1K – – –
FCAG
1490
First Capital Advisors Group
New Jersey
$1K +$1.21K +12 New
TCWA
1491
Ten Capital Wealth Advisors
Washington
$1K +$1.31K +13 New
IG
1492
ING Group
Netherlands
– -$125M -1,230,000 Closed
CCWA
1493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$97.3M -956,980 Closed
CAAS
1494
Capital Asset Advisory Services
Michigan
– -$60.5M -595,420 Closed
DSAM
1495
Dock Street Asset Management
Florida
– -$12.3M -120,978 Closed
SCP
1496
Silverleafe Capital Partners
Tennessee
– -$12.2M -119,914 Closed
SAS
1497
Sage Advisory Services
Texas
– -$9.09M -89,385 Closed
RCS
1498
Retirement Capital Strategies
California
– -$8.95M -87,971 Closed
KFP
1499
KMG Fiduciary Partners
Ohio
– -$6.64M -65,355 Closed
IC
1500
Iconiq Capital
California
– -$5.98M -58,798 Closed
58 59
60
61 62