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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1976
Comprehensive Financial Planning
Pennsylvania
$49.9K -$21.3K -215 -30%
PWMG
1977
Prestige Wealth Management Group
New Jersey
$49.2K +$47.8K +483 +3,450%
MNA
1978
Manning & Napier Advisors
New York
$47K – – –
HNB
1979
Hilltop National Bank
Wyoming
$46.6K +$24.8K +251 +114%
FP
1980
Financial Perspectives
Minnesota
$45.3K +$27.5K +278 +154%
FFA
1981
Frazier Financial Advisors
Ohio
$44.6K – – –
C
1982
Covestor
United Kingdom
$43K +$3.66K +37 +9%
SEP
1983
Signature Equity Partners
Ohio
$40.9K – – –
EWA
1984
Elevate Wealth Advisory
Georgia
$40.8K +$8.51K +86 +26%
AC
1985
AlphaCore Capital
California
$40.2K +$8.01K +81 +25%
ETS
1986
ESL Trust Services
New York
$36.5K -$5.05K -51 -12%
NL
1987
NEPC LLC
Massachusetts
$35.8K +$35.8K +362 New
IRC
1988
Investors Research Corp
Georgia
$34.8K +$14.7K +149 +73%
NA
1989
Networth Advisors
Pennsylvania
$34.7K -$66K -667 -66%
SC
1990
Steph & Co
Wisconsin
$33.7K – – –
BCM
1991
Boreal Capital Management
Florida
$33.7K +$33.6K +340 New
RBC
1992
Roble Belko & Company
Pennsylvania
$33K – – –
CWM
1993
Copia Wealth Management
Oregon
$32.8K – – –
MCM
1994
Manchester Capital Management
Vermont
$32.7K +$1.98K +20 +6%
DFA
1995
DHJJ Financial Advisors
Illinois
$32.2K – – –
JAM
1996
JCIC Asset Management
Ontario, Canada
$31.3K – – –
CWP
1997
Concord Wealth Partners
Virginia
$31.2K +$31.2K +315 New
MSG
1998
Main Street Group
Virginia
$30.1K – – –
BCPWM
1999
Bradley & Co Private Wealth Management
Florida
$29.9K – – –
PAIM
2000
Punch & Associates Investment Management
Minnesota
$29.7K – – –
78 79
80
81 82