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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2001
Bailard
California
– -$350K -3,458 Closed
ZCI
2002
Zevenbergen Capital Investments
Washington
– -$316K -3,120 Closed
CPA
2003
Clear Point Advisors
New York
– -$302K -2,987 Closed
HBS
2004
Howard Bailey Securities
Indiana
– -$302K -2,979 Closed
PIN
2005
Prudent Investors Network
California
– -$301K -2,971 Closed
WC
2006
Wexford Capital
Florida
– -$298K -2,942 Closed
WCFA
2007
Walkner Condon Financial Advisors
Wisconsin
– -$290K -2,861 Closed
RAS
2008
RPS Advisory Solutions
Kentucky
– -$271K -2,672 Closed
SMG
2009
Smart Money Group
Texas
– -$257K -2,612 Closed
AFS
2010
AFG Fiduciary Services
Massachusetts
– -$259K -2,598 Closed
LMKC
2011
L.M. Kohn & Company
Ohio
– -$263K -2,597 Closed
WF
2012
WoodTrust Financial
Wisconsin
– -$262K -2,586 Closed
JF
2013
Jump Financial
Illinois
– -$258K -2,550 Closed
RFP
2014
Root Financial Partners
California
– -$257K -2,541 Closed
FA
2015
Fiduciary Alliance
South Carolina
– -$253K -2,496 Closed
PIM
2016
Penobscot Investment Management
Massachusetts
– -$250K -2,470 Closed
TPWA
2017
TRUE Private Wealth Advisors
Oregon
– -$245K -2,423 Closed
NWM
2018
Northwest Wealth Management
Iowa
– -$233K -2,303 Closed
WI
2019
Wedgewood Investors
Pennsylvania
– -$230K -2,267 Closed
ABC
2020
Associated Banc-Corp
Wisconsin
– -$228K -2,256 Closed
FWP
2021
Falcon Wealth Planning
California
– -$222K -2,193 Closed
TWM
2022
Tanglewood Wealth Management
Texas
– -$214K -2,114 Closed
GIA
2023
Guyasuta Investment Advisors
Pennsylvania
– -$214K -2,109 Closed
IFWM
2024
Institute for Wealth Management
Colorado
– -$212K -2,095 Closed
CFA
2025
Cahill Financial Advisors
Minnesota
– -$212K -2,089 Closed
79 80
81
82 83