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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TMWM
2026
Taylor & Morgan Wealth Management
Michigan
– -$211K -2,179 Closed
CCA
2027
Cadent Capital Advisors
Oklahoma
– -$210K -2,172 Closed
KC
2028
Knuff & Co
California
– -$189K -1,950 Closed
FWA
2029
Flagship Wealth Advisors
Massachusetts
– -$162K -1,671 Closed
OSNBOA
2030
Old Second National Bank of Aurora
Illinois
– -$102K -1,051 Closed
RCM
2031
Ravenstone Capital Management
– -$96.9K -1,000 Closed
MDCM
2032
Morgan Dempsey Capital Management
Wisconsin
– -$81.6K -842 Closed
QC
2033
Quent Capital
New York
– -$78.5K -810 Closed
EBA
2034
Eagle Bay Advisors
New York
– -$61K -629 Closed
HCA
2035
Heck Capital Advisors
Wisconsin
– -$61K -629 Closed
FFO
2036
Fortitude Family Office
Arizona
– -$54.8K -566 Closed
VC
2037
Vestor Capital
Illinois
– -$54K -560 Closed
AIA
2038
Angeles Investment Advisors
California
– -$53.7K -554 Closed
CJ
2039
Caitlin John
Michigan
– -$52.3K -540 Closed
PIS
2040
POM Investment Strategies
North Carolina
– -$44.8K -462 Closed
KB
2041
Kimelman & Baird
New York
– -$36.3K -375 Closed
VWM
2042
Venturi Wealth Management
Texas
– -$30.5K -315 Closed
KA
2043
Kozak & Associates
Colorado
– -$25.9K -268 Closed
HFS
2044
Hopwood Financial Services
Virginia
– -$21.9K -226 Closed
IF
2045
Integrity Financial
Wyoming
– -$19.4K -200 Closed
POIA
2046
Pin Oak Investment Advisors
Texas
– -$16K -158 Closed
MFG
2047
Menard Financial Group
Texas
– -$6.3K -65 Closed
HFM
2048
Hartford Financial Management
Connecticut
– -$5.23K -54 Closed
BBHC
2049
Brown Brothers Harriman & Co
New York
– -$4.46K -46 Closed
FC
2050
Fairscale Capital
New Hampshire
– -$3.1K -32 Closed
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