AGZ icon

iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
126
Woodley Farra Manion Portfolio Management
Indiana
$16K – – –
MWM
127
MBE Wealth Management
Wisconsin
$16K +$16.4K +139 New
CHA
128
Carmichael Hill & Associates
Maryland
$13K – – –
HFA
129
HC Financial Advisors
California
$12K +$12.2K +103 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$10K -$13.2K -112 -58%
CFFP
131
Center for Financial Planning
Michigan
$10K +$10.1K +86 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$7K – – –
Kayne Anderson Rudnick Investment Management
133
Kayne Anderson Rudnick Investment Management
California
$5K -$2.01K -17 -28%
TF
134
Tompkins Financial
New York
$4K +$3.78K +32 New
CAAS
135
Capital Asset Advisory Services
Michigan
$3K – – –
SIS
136
Sound Income Strategies
Florida
$3K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$2K -$6.73K -57 -79%
BFC
138
Bedel Financial Consulting
Indiana
$2K – – –
William Blair & Company
139
William Blair & Company
Illinois
$1K +$590 +5 New
AIC
140
Ameritas Investment Company
Nebraska
$1K +$1.06K +9 New
CSIA
141
Charles Schwab Investment Advisory
California
– -$55.5M -479,914 Closed
BlackRock
142
BlackRock
New York
– -$17.3M -149,888 Closed
AI
143
Atria Investments
North Carolina
– -$350K -3,028 Closed
FSC
144
Full Sail Capital
Oklahoma
– -$335K -2,870 Closed
MFG
145
Menard Financial Group
Texas
– -$330K -2,854 Closed
Renaissance Technologies
146
Renaissance Technologies
New York
– -$277K -2,396 Closed
APW
147
Austin Private Wealth
Texas
– -$236K -2,043 Closed
WQ
148
Wealth Quarterback
New Jersey
– -$18 -2,018 Closed
IC
149
Innealta Capital
Texas
– -$209K -1,806 Closed
HAS
150
HBW Advisory Services
California
– -$201K -1,733 Closed