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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
2026
Gill Capital Partners
Colorado
$19.8K +$19.8K +200 New
LFASL
2027
Lugano Financial Advisors SA (LFA)
Switzerland
$19.7K +$19.7K +199 New
MI
2028
Markowski Investments
Florida
$19.4K +$19.4K +196 New
LI
2029
LRI Investments
Florida
$19.3K +$1.88K +19 +11%
OAG
2030
Oakmont Advisory Group
New Mexico
$19.3K +$19.3K +195 New
KTC
2031
Kentucky Trust Company
Kentucky
$19.2K – – –
APW
2032
Aventura Private Wealth
Florida
$18.4K – – –
GSEP
2033
Golden State Equity Partners
California
$16.7K -$19.1M -193,108 -100%
MAFA
2034
MJT & Associates Financial Advisory
Minnesota
$16K – – –
LB
2035
Legacy Bridge
Iowa
$15.6K – – –
BC
2036
Barrett & Company
Rhode Island
$15.1K – – –
LAS
2037
Lloyd Advisory Services
Georgia
$15K -$987K -9,977 -98%
ACA
2038
American Capital Advisory
Idaho
$14.5K -$30.5K -308 -68%
CAM
2039
Chesapeake Asset Management
New York
$14K -$22.4K -226 -62%
SCM
2040
Sterling Capital Management
North Carolina
$13.9K – – –
PWA
2041
Principia Wealth Advisory
Texas
$13.3K -$230K -2,325 -95%
HIA
2042
Harbor Investment Advisory
Maryland
$13K +$4.06K +41 +46%
AI
2043
Arvest Investments
Arkansas
$12.6K +$2.28K +23 +22%
NWM
2044
Nova Wealth Management
Florida
$12.5K – – –
HPIA
2045
Hamilton Point Investment Advisors
North Carolina
$12.4K +$12.4K +125 New
TLA
2046
Tanglewood Legacy Advisors
Texas
$12.2K -$7.82K -79 -39%
PCFFS
2047
Pacific Center for Financial Services
California
$11.3K -$4.95K -50 -30%
DF
2048
Downshift Financial
Colorado
$10.1K +$10.1K +102 New
MIM
2049
MTM Investment Management
South Carolina
$9.9K -$3.96K -40 -29%
HA
2050
Hyposwiss Advisors
$9.9K – – –
80 81
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83 84