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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2001
Nvest Wealth Strategies
Ohio
$22.4K – – –
SIC
2002
SJS Investment Consulting
Ohio
$22.4K – – –
BA
2003
Blueline Advisors
New Hampshire
$22K -$1.48K -15 -6%
CCWM
2004
Cassaday & Co Wealth Management
Virginia
$22K -$73.5K -743 -77%
CNBTD
2005
Citizens National Bank Trust Department
Mississippi
$21.8K – – –
KCM
2006
Key Capital Management
Tennessee
$21.4K -$14.9K -151 -41%
TF
2007
Tompkins Financial
New York
$20.2K – – –
LCM
2008
Logan Capital Management
Pennsylvania
$20K +$20K +202 New
FCMT
2009
Founders Capital Management (Texas)
Texas
$19.8K – – –
OL
2010
one8zero8 LLC
North Carolina
$19.8K – – –
SMBT
2011
Southern Michigan Bank & Trust
Michigan
$19.8K – – –
GCP
2012
Gill Capital Partners
Colorado
$19.8K +$19.8K +200 New
LFASL
2013
Lugano Financial Advisors SA (LFA)
Switzerland
$19.7K +$19.7K +199 New
MI
2014
Markowski Investments
Florida
$19.4K +$19.4K +196 New
LI
2015
LRI Investments
Florida
$19.3K +$1.88K +19 +11%
OAG
2016
Oakmont Advisory Group
New Mexico
$19.3K +$19.3K +195 New
KTC
2017
Kentucky Trust Company
Kentucky
$19.2K – – –
APW
2018
Aventura Private Wealth
Florida
$18.4K – – –
GSEP
2019
Golden State Equity Partners
California
$16.7K -$19.1M -193,108 -100%
MAFA
2020
MJT & Associates Financial Advisory
Minnesota
$16K – – –
LB
2021
Legacy Bridge
Iowa
$15.6K – – –
BC
2022
Barrett & Company
Rhode Island
$15.1K – – –
LAS
2023
Lloyd Advisory Services
Georgia
$15K -$987K -9,977 -98%
ACA
2024
American Capital Advisory
Idaho
$14.5K -$30.5K -308 -68%
CAM
2025
Chesapeake Asset Management
New York
$14K -$22.4K -226 -62%
79 80
81
82 83