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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1601
Goodwin Investment Advisory
Georgia
$2.63K -$12.8K -133 -83%
FRA
1602
Front Row Advisors
California
$2.54K – – –
CCM
1603
Chilton Capital Management
Texas
$1.6K – – –
DJSG
1604
D.J. St. Germain
Massachusetts
$1.6K – – –
PWMG
1605
Prestige Wealth Management Group
New Jersey
$1.32K – – –
WWM
1606
Wolff Wiese Magana
California
$941 – – –
CWA
1607
Carolina Wealth Advisors
South Carolina
$846 -$3.76K -39 -81%
FCAS
1608
First Command Advisory Services
Texas
$564 +$578 +6 New
LAS
1609
LWM Advisory Services
Florida
$486 +$482 +5 New
AIA
1610
Armor Investment Advisors
North Carolina
$282 – – –
IHWM
1611
Iron Horse Wealth Management
Iowa
$231 – – –
FA
1612
Faithward Advisors
Pennsylvania
$75 -$154K -1,598 -100%
TAIM
1613
TD Ameritrade Investment Management
Nebraska
– -$1.49B -15,193,021 Closed
NL
1614
NEPC LLC
Massachusetts
– -$243M -2,483,505 Closed
OPAM
1615
Ocean Park Asset Management
California
– -$237M -2,422,865 Closed
OWM
1616
Orgel Wealth Management
Wisconsin
– -$121M -1,237,818 Closed
SMM
1617
Stadion Money Management
Georgia
– -$54.1M -552,151 Closed
MGB
1618
Mass General Brigham
Massachusetts
– -$32.2M -328,893 Closed
PL
1619
Protective Life
Alabama
– -$28.9M -294,890 Closed
LFA
1620
Legacy Financial Advisors
Kentucky
– -$28.7M -292,722 Closed
SSA
1621
Schonfeld Strategic Advisors
New York
– -$14.2M -144,589 Closed
RA
1622
Ruggaard & Associates
Ohio
– -$10.7M -108,971 Closed
OBWP
1623
O'Brien Wealth Partners
Massachusetts
– -$9.38M -95,794 Closed
CS
1624
Credit Suisse
Switzerland
– -$8.73M -89,177 Closed
FPCG
1625
Forum Private Client Group
Indiana
– -$7.69M -78,479 Closed
63 64
65
66 67