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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1676
Planning Capital Management Corporation
Pennsylvania
$23.8K +$23.8K +243 New
CWP
1677
Concord Wealth Partners
Virginia
$23.6K -$112K -1,148 -83%
AWM
1678
AllSquare Wealth Management
New York
$23K – – –
SVCP
1679
Silicon Valley Capital Partners
California
$22.7K +$98 +1 +0.4%
HNB
1680
Hilltop National Bank
Wyoming
$21.5K +$21.5K +220 New
TLA
1681
Tanglewood Legacy Advisors
Texas
$21.4K -$68K -695 -76%
SIC
1682
SJS Investment Consulting
Ohio
$20.7K -$4.21K -43 -17%
FCMT
1683
Founders Capital Management (Texas)
Texas
$19.6K -$29.4K -300 -60%
MSG
1684
Main Street Group
Virginia
$19.4K – – –
LWANC
1685
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8K – – –
GWS
1686
Glassman Wealth Services
Virginia
$17K +$4.99K +51 +41%
EAM
1687
Eukles Asset Management
Ohio
$16.7K – – –
VAG
1688
VisionPoint Advisory Group
Texas
$16.2K +$16.1K +165 +16,500%
VNA
1689
Valley National Advisers
Pennsylvania
$16K +$98 +1 +0.6%
IWP
1690
IAG Wealth Partners
Wisconsin
$16K – – –
APC
1691
Aspire Private Capital
North Carolina
$15.7K +$15.7K +160 New
POIA
1692
Pin Oak Investment Advisors
Texas
$15K -$2.94K -30 -16%
BC
1693
Barrett & Company
Rhode Island
$15K – – –
IRC
1694
Investors Research Corp
Georgia
$14.7K – – –
ME
1695
McIlrath & Eck
Washington
$14.7K +$587 +6 +4%
LWA
1696
Lowe Wealth Advisors
Maryland
$13.9K – – –
FWM
1697
FSA Wealth Management
Massachusetts
$13.3K – – –
DF
1698
DecisionPoint Financial
Arizona
$13.2K +$13.5K +138 New
TCPG
1699
Trivant Custom Portfolio Group
California
$13.1K – – –
MAWCM
1700
Mine & Arao Wealth Creation & Management
California
$12.4K – – –
66 67
68
69 70