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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
2001
MB Generational Wealth
Washington
– -$360K -3,556 Closed
KDA
2002
Kraft Davis & Associates
Missouri
– -$348K -3,539 Closed
B
2003
Bailard
California
– -$350K -3,458 Closed
ZCI
2004
Zevenbergen Capital Investments
Washington
– -$316K -3,120 Closed
CPA
2005
Clear Point Advisors
New York
– -$302K -2,987 Closed
HBS
2006
Howard Bailey Securities
Indiana
– -$302K -2,979 Closed
PIN
2007
Prudent Investors Network
California
– -$301K -2,971 Closed
WC
2008
Wexford Capital
Florida
– -$298K -2,942 Closed
WCFA
2009
Walkner Condon Financial Advisors
Wisconsin
– -$290K -2,861 Closed
RAS
2010
RPS Advisory Solutions
Kentucky
– -$271K -2,672 Closed
SMG
2011
Smart Money Group
Texas
– -$257K -2,612 Closed
AFS
2012
AFG Fiduciary Services
Massachusetts
– -$259K -2,598 Closed
LMKC
2013
L.M. Kohn & Company
Ohio
– -$263K -2,597 Closed
WF
2014
WoodTrust Financial
Wisconsin
– -$262K -2,586 Closed
JF
2015
Jump Financial
Illinois
– -$258K -2,550 Closed
RFP
2016
Root Financial Partners
California
– -$257K -2,541 Closed
FA
2017
Fiduciary Alliance
South Carolina
– -$253K -2,496 Closed
PIM
2018
Penobscot Investment Management
Massachusetts
– -$250K -2,470 Closed
TPWA
2019
TRUE Private Wealth Advisors
Oregon
– -$245K -2,423 Closed
NWM
2020
Northwest Wealth Management
Iowa
– -$233K -2,303 Closed
WI
2021
Wedgewood Investors
Pennsylvania
– -$230K -2,267 Closed
ABC
2022
Associated Banc-Corp
Wisconsin
– -$228K -2,256 Closed
FWP
2023
Falcon Wealth Planning
California
– -$222K -2,193 Closed
TWM
2024
Tanglewood Wealth Management
Texas
– -$214K -2,114 Closed
GIA
2025
Guyasuta Investment Advisors
Pennsylvania
– -$214K -2,109 Closed
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81
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