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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Chesapeake Asset Management
New York
$40.4K +$7.02K +70 +21%
C
2002
Covestor
United Kingdom
$40K +$3.11K +31 +8%
FFO
2003
Fortitude Family Office
Arizona
$38.9K +$39K +389 New
CF
2004
Collier Financial
Colorado
$38.1K +$6.82K +68 +22%
GAMC
2005
Garner Asset Management Corp
Texas
$38K +$38.1K +380 New
FCT
2006
First Community Trust
Iowa
$37.6K +$31.2K +311 +478%
CWP
2007
Concord Wealth Partners
Virginia
$36.7K -$702 -7 -2%
NRWA
2008
North Ridge Wealth Advisors
Oregon
$36.2K +$4.92K +49 +16%
GI
2009
GAMMA Investing
California
$36.2K -$16.3K -162 -31%
RFS
2010
Richardson Financial Services
Massachusetts
$33.2K +$33.3K +332 New
MFT
2011
Moisand Fitzgerald Tamayo
Florida
$33.1K +$14.6K +145 +78%
CWM
2012
Copia Wealth Management
Oregon
$33.1K – – –
RBC
2013
Roble Belko & Company
Pennsylvania
$33K – – –
DFA
2014
DHJJ Financial Advisors
Illinois
$32.5K -$9.03K -90 -22%
CWM
2015
Consultiva Wealth Management
Puerto Rico
$31.7K – – –
JAM
2016
JCIC Asset Management
Ontario, Canada
$31.5K – – –
BMC
2017
Bear Mountain Capital
Washington
$31.2K +$201 +2 +0.6%
HIA
2018
Harbor Investment Advisory
Maryland
$31.2K -$44.8K -446 -59%
EWA
2019
Elevate Wealth Advisory
Georgia
$31.1K – – –
MCM
2020
Manchester Capital Management
Vermont
$31K +$31.1K +310 New
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$30.2K +$4.82K +48 +19%
PAIM
2022
Punch & Associates Investment Management
Minnesota
$30K – – –
WAG
2023
Wiser Advisor Group
Arizona
$29.1K +$401 +4 +1%
SHF
2024
Safe Harbor Fiduciary
Florida
$29.1K +$29.2K +291 New
FCAS
2025
First Command Advisory Services
Texas
$27.8K +$21.3K +212 +321%
79 80
81
82 83