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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1926
Front Row Advisors
California
$2.62K – – –
NA
1927
Nordwand Advisors
Pennsylvania
$2.62K – – –
DJSG
1928
D.J. St. Germain
Massachusetts
$2.42K -$25.1K -255 -91%
JFG
1929
JDM Financial Group
Texas
$2.42K +$2.46K +25 New
GWS
1930
Glassman Wealth Services
Virginia
$2.23K – – –
FUBT
1931
First United Bank & Trust
Maryland
$1.94K – – –
WA
1932
WPG Advisers
Maryland
$1.94K +$1.97K +20 New
MHIP
1933
Mountain Hill Investment Partners
New Jersey
$1.73K +$1.77K +18 New
NS
1934
NBC Securities
Alabama
$1.7K -$1.64M -16,621 -100%
HWM
1935
HighMark Wealth Management
Minnesota
$1.66K -$995K -10,107 -100%
TIM
1936
Tortoise Investment Management
New York
$1.44K +$295 +3 +25%
PWMG
1937
Prestige Wealth Management Group
New Jersey
$1.36K – – –
SWM
1938
Sugarloaf Wealth Management
Georgia
$1.17K – – –
NRC
1939
New Republic Capital
North Carolina
$1.16K -$93.5K -949 -99%
GIM
1940
GE Investment Management
Connecticut
$969 – – –
PWA
1941
Principia Wealth Advisory
Texas
$969 +$985 +10 New
RCM
1942
Raleigh Capital Management
North Carolina
$678 – – –
LB
1943
Legacy Bridge
Iowa
$485 – – –
BIG
1944
Brooklyn Investment Group
New York
$485 +$492 +5 New
CWP
1945
Clark Wealth Partners
Illinois
$291 +$295 +3 New
IHWM
1946
Iron Horse Wealth Management
Iowa
$250 – – –
PWM
1947
Parkworth Wealth Management
California
$217 +$197 +2 New
SHF
1948
Safe Harbor Fiduciary
Florida
$97 – – –
HI
1949
Hoey Investments
Pennsylvania
$75 – – –
SOMRS
1950
State of Michigan Retirement System
Michigan
– -$419M -4,135,000 Closed
76 77
78
79 80