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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2026
Altus Wealth Group
Colorado
– -$211K -2,088 Closed
YWM
2027
Yoder Wealth Management
California
– -$208K -2,052 Closed
EWM
2028
Evercore Wealth Management
New York
– -$207K -2,045 Closed
PHIC
2029
Pine Haven Investment Counsel
Massachusetts
– -$207K -2,040 Closed
RWI
2030
Red Wave Investments
Pennsylvania
– -$203K -2,008 Closed
MCG
2031
McCollum Christoferson Group
New York
– -$203K -2,000 Closed
WSCM
2032
Wellington Shields Capital Management
New York
– -$203K -2,000 Closed
GT
2033
Greenleaf Trust
Michigan
– -$202K -1,995 Closed
SFG
2034
Sovereign Financial Group
Connecticut
– -$201K -1,983 Closed
RWM
2035
Reston Wealth Management
Virginia
– -$164K -1,616 Closed
BCM
2036
Blume Capital Management
California
– -$143K -1,416 Closed
MFG
2037
Mendota Financial Group
Wisconsin
– -$141K -1,392 Closed
PMFA
2038
Plante Moran Financial Advisors
Michigan
– -$126K -1,243 Closed
WSC
2039
Wellington Shields & Co
New York
– -$99K -978 Closed
SWC
2040
Spectrum Wealth Counsel
Indiana
– -$78.4K -774 Closed
HWP
2041
Highline Wealth Partners
California
– -$67.9K -670 Closed
WC
2042
Westwind Capital
New Mexico
– -$61K -601 Closed
GGI
2043
Godsey & Gibb Inc
Virginia
– -$58.9K -582 Closed
CYG
2044
Clean Yield Group
Vermont
– -$41.1K -406 Closed
BWP
2045
Baldwin Wealth Partners
Massachusetts
– -$34.6K -342 Closed
CICI
2046
Capital Investment Counsel Inc
North Carolina
– -$24.1K -238 Closed
SVCP
2047
Silicon Valley Capital Partners
California
– -$23.9K -236 Closed
EAM
2048
Eukles Asset Management
Ohio
– -$17.3K -171 Closed
MFA
2049
McClarren Financial Advisors
Pennsylvania
– -$5K -101 Closed
LFA
2050
Legend Financial Advisors
Pennsylvania
– -$9.82K -97 Closed
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