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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1526
Prestige Wealth Management Group
New Jersey
$30K – – –
ACG
1527
Allen Capital Group
Nebraska
$30K +$21.6K +189 +266%
LFG
1528
Leverty Financial Group
Wisconsin
$30K +$30.8K +269 New
TIM
1529
Tortoise Investment Management
New York
$29K +$1.37K +12 +5%
TFM
1530
TFC Financial Management
Massachusetts
$29K +$28.9K +253 New
PP
1531
Pacifica Partners
Canada
$28K – – –
AIA
1532
Arcadia Investment Advisors
Idaho
$27.3K – – –
SQA
1533
Simon Quick Advisors
New Jersey
$27K -$5.15K -45 -16%
DWP
1534
Destiny Wealth Partners
Florida
$27K +$27.1K +237 New
CCM
1535
Covington Capital Management
California
$26K -$25.6K -224 -50%
EWM
1536
EPG Wealth Management
Georgia
$26K +$114 +1 +0.4%
WTA
1537
Washington Trust Advisors
Massachusetts
$26K +$25.7K +225 New
AIM
1538
Anchor Investment Management
South Carolina
$24.3K – – –
WWMSC
1539
Wagner Wealth Management (South Carolina)
South Carolina
$24K – – –
KTC
1540
Kistler-Tiffany Companies
Pennsylvania
$23K +$2.86K +25 +14%
ACA
1541
Aptus Capital Advisors
Alabama
$22K – – –
WIA
1542
Wealthstreet Investment Advisors
Texas
$22K – – –
ME
1543
McIlrath & Eck
Washington
$21K – – –
CPFP
1544
Clear Perspectives Financial Planning
Ohio
$21K +$14.6K +128 +242%
TCM
1545
Tradewinds Capital Management
Washington
$20K -$4.58K -40 -18%
AWM
1546
AllSquare Wealth Management
New York
$20K -$915 -8 -4%
LWA
1547
Lowe Wealth Advisors
Maryland
$20K – – –
LFA
1548
Level Financial Advisors
New York
$20K +$19.9K +174 New
AFG
1549
Albion Financial Group
Utah
$20K +$20K +175 New
RDIA
1550
RE Dickinson Investment Advisors
Iowa
$19K +$18.8K +164 New
60 61
62
63 64