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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Sterling Capital Management
North Carolina
$13.9K – – –
PWA
2027
Principia Wealth Advisory
Texas
$13.3K -$230K -2,325 -95%
HIA
2028
Harbor Investment Advisory
Maryland
$13K +$4.06K +41 +46%
AI
2029
Arvest Investments
Arkansas
$12.6K +$2.28K +23 +22%
NWM
2030
Nova Wealth Management
Florida
$12.5K – – –
HPIA
2031
Hamilton Point Investment Advisors
North Carolina
$12.4K +$12.4K +125 New
TLA
2032
Tanglewood Legacy Advisors
Texas
$12.2K -$7.82K -79 -39%
PCFFS
2033
Pacific Center for Financial Services
California
$11.3K -$4.95K -50 -30%
DF
2034
Downshift Financial
Colorado
$10.1K +$10.1K +102 New
MIM
2035
MTM Investment Management
South Carolina
$9.9K -$3.96K -40 -29%
HA
2036
Hyposwiss Advisors
$9.9K – – –
SOW
2037
State of Wyoming
Wyoming
$9.9K – – –
HHCP
2038
Hilton Head Capital Partners
South Carolina
$9.11K -$11K -111 -55%
BFP
2039
Birchwood Financial Partners
Minnesota
$8.83K – – –
TWD
2040
True Wealth Design
Ohio
$8.81K – – –
WTA
2041
Washington Trust Advisors
Massachusetts
$8.78K – – –
PFA
2042
Pillar Financial Advisors
Kentucky
$8.61K – – –
GG
2043
Gleason Group
Kentucky
$8.61K +$8.61K +87 New
PAG
2044
Paladin Advisory Group
Iowa
$8.31K – – –
NB
2045
NBH Bank
Colorado
$8.31K +$8.31K +84 New
LWM
2046
Lodestone Wealth Management
Washington
$8.21K – – –
QWM
2047
Quaker Wealth Management
New Jersey
$8.12K +$198 +2 +3%
YP
2048
YANKCOM Partnership
South Dakota
$7.72K – – –
GTAM
2049
Global Trust Asset Management
Florida
$7.13K -$47K -475 -87%
WFA
2050
Wells Financial Advisors
Massachusetts
$7.13K -$6.93K -70 -49%
80 81
82
83 84