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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
2001
Peak Planning Group
Colorado
– -$241K -2,431 Closed
C1AG
2002
Client 1st Advisory Group
Florida
– -$241K -2,430 Closed
KCM
2003
Kanawha Capital Management
Virginia
– -$239K -2,407 Closed
FSA
2004
Fort Sheridan Advisors
Illinois
– -$235K -2,370 Closed
WFL
2005
Wealth Forward LLC
North Dakota
– -$233K -2,346 Closed
LOPW
2006
Live Oak Private Wealth
North Carolina
– -$229K -2,309 Closed
KFGK
2007
Keystone Financial Group (Kentucky)
Kentucky
– -$228K -2,302 Closed
EFG
2008
Ehrlich Financial Group
California
– -$227K -2,288 Closed
CPWA
2009
Cerro Pacific Wealth Advisors
California
– -$226K -2,277 Closed
WWM
2010
Waterway Wealth Management
Texas
– -$225K -2,265 Closed
PWM
2011
Palumbo Wealth Management
New York
– -$216K -2,180 Closed
VPWA
2012
Vestia Personal Wealth Advisors
Indiana
– -$215K -2,167 Closed
WMN
2013
Wealth Management Nebraska
Nebraska
– -$211K -2,155 Closed
BWL
2014
Beacon Wealthcare LLC
North Carolina
– -$209K -2,108 Closed
HCA
2015
Harbour Capital Advisors
Virginia
– -$207K -2,100 Closed
PAM
2016
PCG Asset Management
New Jersey
– -$208K -2,100 Closed
TWM
2017
TCFG Wealth Management
California
– -$201K -2,029 Closed
CWM
2018
CarsonAllaria Wealth Management
Illinois
– -$162K -1,628 Closed
RI
2019
Ridgewood Investments
New Jersey
– -$140K -1,408 Closed
PSFG
2020
Park Square Financial Group
Georgia
– -$87.1K -878 Closed
RAM
2021
Riggs Asset Management
Pennsylvania
– -$69.3K -699 Closed
CPA
2022
Compass Planning Associates
Massachusetts
– -$55.6K -561 Closed
KGP
2023
Keystone Global Partners
Colorado
– -$50.6K -509 Closed
T
2024
Transce3nd
Texas
– -$48K -484 Closed
PMFA
2025
Plante Moran Financial Advisors
Michigan
– -$31.2K -315 Closed
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