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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2001
Moisand Fitzgerald Tamayo
Florida
$29.6K +$11.2K +113 +61%
BMC
2002
Bear Mountain Capital
Washington
$29.3K -$1.48K -15 -5%
WAG
2003
Wiser Advisor Group
Arizona
$29.3K +$297 +3 +1%
MCA
2004
McGuire Capital Advisors
Oklahoma
$27.3K – – –
RRMM
2005
Regatta Research & Money Management
Louisiana
$27.2K +$27.2K +275 New
FA
2006
Fedenia Advisers
Wisconsin
$26.9K +$26.9K +272 New
VL
2007
Vima LLC
Michigan
$26.5K +$26.5K +268 New
HIA
2008
HFM Investment Advisors
New Jersey
$26.3K -$792 -8 -3%
CHC
2009
City Holding Co
West Virginia
$25.7K -$81.6K -825 -76%
FMTCOCP
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
SA
2011
SRH Advisors
Kansas
$24.7K – – –
VWM
2012
Vermillion Wealth Management
Minnesota
$23.8K +$99 +1 +0.4%
HC
2013
Hurley Capital
New York
$23.7K +$99 +1 +0.4%
BWM
2014
Bullock Wealth Management
Indiana
$23.1K +$890 +9 +4%
NWS
2015
Nvest Wealth Strategies
Ohio
$22.4K – – –
SIC
2016
SJS Investment Consulting
Ohio
$22.4K – – –
BA
2017
Blueline Advisors
New Hampshire
$22K -$1.48K -15 -6%
CCWM
2018
Cassaday & Co Wealth Management
Virginia
$22K -$73.5K -743 -77%
CNBTD
2019
Citizens National Bank Trust Department
Mississippi
$21.8K – – –
KCM
2020
Key Capital Management
Tennessee
$21.4K -$14.9K -151 -41%
TF
2021
Tompkins Financial
New York
$20.2K – – –
LCM
2022
Logan Capital Management
Pennsylvania
$20K +$20K +202 New
FCMT
2023
Founders Capital Management (Texas)
Texas
$19.8K – – –
OL
2024
one8zero8 LLC
North Carolina
$19.8K – – –
SMBT
2025
Southern Michigan Bank & Trust
Michigan
$19.8K – – –
79 80
81
82 83