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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Steph & Co
Wisconsin
$33.7K – – –
BCM
1977
Boreal Capital Management
Florida
$33.7K +$33.6K +340 New
RBC
1978
Roble Belko & Company
Pennsylvania
$33K – – –
CWM
1979
Copia Wealth Management
Oregon
$32.8K – – –
MCM
1980
Manchester Capital Management
Vermont
$32.7K +$1.98K +20 +6%
DFA
1981
DHJJ Financial Advisors
Illinois
$32.2K – – –
JAM
1982
JCIC Asset Management
Ontario, Canada
$31.3K – – –
CWP
1983
Concord Wealth Partners
Virginia
$31.2K +$31.2K +315 New
MSG
1984
Main Street Group
Virginia
$30.1K – – –
BCPWM
1985
Bradley & Co Private Wealth Management
Florida
$29.9K – – –
PAIM
1986
Punch & Associates Investment Management
Minnesota
$29.7K – – –
MFT
1987
Moisand Fitzgerald Tamayo
Florida
$29.6K +$11.2K +113 +61%
BMC
1988
Bear Mountain Capital
Washington
$29.3K -$1.48K -15 -5%
WAG
1989
Wiser Advisor Group
Arizona
$29.3K +$297 +3 +1%
MCA
1990
McGuire Capital Advisors
Oklahoma
$27.3K – – –
RRMM
1991
Regatta Research & Money Management
Louisiana
$27.2K +$27.2K +275 New
FA
1992
Fedenia Advisers
Wisconsin
$26.9K +$26.9K +272 New
VL
1993
Vima LLC
Michigan
$26.5K +$26.5K +268 New
HIA
1994
HFM Investment Advisors
New Jersey
$26.3K -$792 -8 -3%
CHC
1995
City Holding Co
West Virginia
$25.7K -$81.6K -825 -76%
FMTCOCP
1996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
SA
1997
SRH Advisors
Kansas
$24.7K – – –
VWM
1998
Vermillion Wealth Management
Minnesota
$23.8K +$99 +1 +0.4%
HC
1999
Hurley Capital
New York
$23.7K +$99 +1 +0.4%
BWM
2000
Bullock Wealth Management
Indiana
$23.1K +$23.3K +235 New
78 79
80
81 82