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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2001
First PREMIER Bank
South Dakota
– -$132K -1,339 Closed
TCPG
2002
Trivant Custom Portfolio Group
California
– -$109K -1,099 Closed
BAM
2003
Byrne Asset Management
New Jersey
– -$52.5K -531 Closed
GGI
2004
Godsey & Gibb Inc
Virginia
– -$45.9K -464 Closed
RWM
2005
Ruedi Wealth Management
Illinois
– -$38.7K -391 Closed
MIM
2006
MTM Investment Management
South Carolina
– -$36.6K -370 Closed
WAG
2007
Wiser Advisor Group
Arizona
– -$27.9K -282 Closed
BFP
2008
Briaud Financial Planning
Texas
– -$25K -254 Closed
GFPC
2009
Global Financial Private Client
Florida
– -$24.4K -247 Closed
KWM
2010
Kiker Wealth Management
Georgia
– -$22.3K -225 Closed
SFGP
2011
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$14.1K -143 Closed
CAWM
2012
Capital A Wealth Management
Pennsylvania
– -$14K -142 Closed
CFO
2013
Colony Family Offices
North Carolina
– -$13.4K -135 Closed
VBA
2014
von Borstel & Associates
Oregon
– -$13K -132 Closed
CWC
2015
Carolinas Wealth Consulting
North Carolina
– -$11.4K -115 Closed
BWM
2016
Bernard Wealth Management
Michigan
– -$9.89K -100 Closed
MCA
2017
Maryland Capital Advisors
Maryland
– -$9.7K -98 Closed
MFA
2018
McClarren Financial Advisors
Pennsylvania
– -$59K -98 Closed
LWANC
2019
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$8.11K -82 Closed
PAI
2020
Pittenger & Anderson Inc
Nebraska
– -$6.92K -70 Closed
NFSG
2021
Newbridge Financial Services Group
Florida
– -$6.29K -64 Closed
VEA
2022
Virtus ETF Advisers
New York
– -$5.44K -55 Closed
WAM
2023
WFA Asset Management
Wisconsin
– -$4.73K -48 Closed
WA
2024
Whipplewood Advisors
Colorado
– -$19.7K -38 Closed
HPC
2025
HM Payson & Co
Maine
– -$3.56K -36 Closed
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