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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2001
Avestar Capital
New York
– -$262K -2,700 Closed
NCM
2002
Noesis Capital Mangement
Florida
– -$255K -2,627 Closed
STFP
2003
Signal Tree Financial Partners
Ohio
– -$254K -2,618 Closed
LWM
2004
Liberty Wealth Management
California
– -$251K -2,595 Closed
I
2005
INVST
Indiana
– -$251K -2,588 Closed
CC
2006
Commons Capital
Massachusetts
– -$248K -2,559 Closed
ARG
2007
Advisory Resource Group
Oklahoma
– -$248K -2,558 Closed
PL
2008
Plancorp LLC
Missouri
– -$245K -2,528 Closed
CIA
2009
Cascade Investment Advisors
Oregon
– -$242K -2,500 Closed
CFA
2010
CWS Financial Advisors
Michigan
– -$242K -2,493 Closed
BMWS
2011
Brady Martz Wealth Solutions
North Dakota
– -$238K -2,480 Closed
DFG
2012
Dynamic Financial Group
Iowa
– -$239K -2,464 Closed
WG
2013
Watchman Group
Texas
– -$237K -2,448 Closed
HG
2014
Harbor Group
New Hampshire
– -$237K -2,445 Closed
EP
2015
Edgestream Partners
New Jersey
– -$236K -2,432 Closed
CIA
2016
Cohen Investment Advisors
New Hampshire
– -$233K -2,400 Closed
EFS
2017
Essex Financial Services
Connecticut
– -$232K -2,394 Closed
NIM
2018
Nicollet Investment Management
Minnesota
– -$231K -2,388 Closed
SIA
2019
Spectrum Investment Advisors
Wisconsin
– -$221K -2,282 Closed
GCA
2020
Gallagher Capital Advisors
Texas
– -$220K -2,269 Closed
1WM
2021
1900 Wealth Management
Texas
– -$218K -2,247 Closed
MSA
2022
Marino Stram & Associates
Massachusetts
– -$216K -2,229 Closed
RMAM
2023
Raab & Moskowitz Asset Management
New Jersey
– -$216K -2,228 Closed
DWM
2024
Dopkins Wealth Management
New York
– -$215K -2,217 Closed
PPW
2025
Parcion Private Wealth
Washington
– -$212K -2,183 Closed
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81
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