We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2001
Meramec Financial Planners
Missouri
$27.2K +$600 +6 +2%
FMTCOCP
2002
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$124K -1,242 -83%
VNA
2003
Valley National Advisers
Pennsylvania
$25K – – –
SA
2004
SRH Advisors
Kansas
$24.8K – – –
VWM
2005
Vermillion Wealth Management
Minnesota
$23.7K +$100 +1 +0.4%
HC
2006
Hurley Capital
New York
$23.7K +$9.1K +91 +61%
BA
2007
Blueline Advisors
New Hampshire
$23.6K -$1.4K -14 -6%
EWM
2008
Evermay Wealth Management
Virginia
$22.6K +$22.8K +228 New
SIC
2009
SJS Investment Consulting
Ohio
$22.4K +$500 +5 +2%
NWS
2010
Nvest Wealth Strategies
Ohio
$22.4K +$22.6K +226 New
CNBTD
2011
Citizens National Bank Trust Department
Mississippi
$21.8K – – –
HNB
2012
Hilltop National Bank
Wyoming
$21.8K – – –
BFS
2013
Burkett Financial Services
South Carolina
$21K +$21.2K +212 New
LFA
2014
Longview Financial Advisors
Alabama
$20.4K +$20.5K +205 New
TF
2015
Tompkins Financial
New York
$20.3K – – –
IRC
2016
Investors Research Corp
Georgia
$20.2K – – –
HHCP
2017
Hilton Head Capital Partners
South Carolina
$20.2K +$4K +40 +25%
TLA
2018
Tanglewood Legacy Advisors
Texas
$20.1K +$100 +1 +0.5%
OL
2019
one8zero8 LLC
North Carolina
$19.9K -$21K -210 -51%
EPIM
2020
Evelyn Partners Investment Management
$19.9K – – –
FCMT
2021
Founders Capital Management (Texas)
Texas
$19.9K – – –
SMBT
2022
Southern Michigan Bank & Trust
Michigan
$19.9K +$20K +200 New
KTC
2023
Kentucky Trust Company
Kentucky
$19.3K – – –
MFT
2024
Moisand Fitzgerald Tamayo
Florida
$18.5K -$14.5K -145 -44%
APW
2025
Aventura Private Wealth
Florida
$18.5K – – –
79 80
81
82 83