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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
2001
Bradley & Co Private Wealth Management
Florida
$30K – – –
PAIM
2002
Punch & Associates Investment Management
Minnesota
$29.8K – – –
WAG
2003
Wiser Advisor Group
Arizona
$29.1K +$200 +2 +0.7%
NRWA
2004
North Ridge Wealth Advisors
Oregon
$28.4K -$7.7K -77 -21%
VERPA
2005
Virginia Estate & Retirement Planning Advisors
Virginia
$27.4K +$4.2K +42 New
MCA
2006
McGuire Capital Advisors
Oklahoma
$27.4K +$9K +90 +48%
HIA
2007
HFM Investment Advisors
New Jersey
$27.2K +$3.6K +36 +15%
MFP
2008
Meramec Financial Planners
Missouri
$27.2K +$600 +6 +2%
FMTCOCP
2009
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$124K -1,242 -83%
VNA
2010
Valley National Advisers
Pennsylvania
$25K – – –
SA
2011
SRH Advisors
Kansas
$24.8K – – –
VWM
2012
Vermillion Wealth Management
Minnesota
$23.7K +$100 +1 +0.4%
HC
2013
Hurley Capital
New York
$23.7K +$9.1K +91 +61%
BA
2014
Blueline Advisors
New Hampshire
$23.6K -$1.4K -14 -6%
EWM
2015
Evermay Wealth Management
Virginia
$22.6K +$22.8K +228 New
SIC
2016
SJS Investment Consulting
Ohio
$22.4K +$500 +5 +2%
NWS
2017
Nvest Wealth Strategies
Ohio
$22.4K +$22.6K +226 New
BWM
2018
Bullock Wealth Management
Indiana
$22.4K -$39.9K -399 -64%
CNBTD
2019
Citizens National Bank Trust Department
Mississippi
$21.8K – – –
HNB
2020
Hilltop National Bank
Wyoming
$21.8K – – –
BFS
2021
Burkett Financial Services
South Carolina
$21K +$21.2K +212 New
LFA
2022
Longview Financial Advisors
Alabama
$20.4K +$20.5K +205 New
TF
2023
Tompkins Financial
New York
$20.3K – – –
IRC
2024
Investors Research Corp
Georgia
$20.2K – – –
HHCP
2025
Hilton Head Capital Partners
South Carolina
$20.2K +$4K +40 +25%
79 80
81
82 83