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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
2026
Raab & Moskowitz Asset Management
New Jersey
– -$216K -2,228 Closed
DWM
2027
Dopkins Wealth Management
New York
– -$215K -2,217 Closed
PPW
2028
Parcion Private Wealth
Washington
– -$212K -2,183 Closed
TMWM
2029
Taylor & Morgan Wealth Management
Michigan
– -$211K -2,179 Closed
CCA
2030
Cadent Capital Advisors
Oklahoma
– -$210K -2,172 Closed
KC
2031
Knuff & Co
California
– -$189K -1,950 Closed
FWA
2032
Flagship Wealth Advisors
Massachusetts
– -$162K -1,671 Closed
OSNBOA
2033
Old Second National Bank of Aurora
Illinois
– -$102K -1,051 Closed
RCM
2034
Ravenstone Capital Management
– -$96.9K -1,000 Closed
MDCM
2035
Morgan Dempsey Capital Management
Wisconsin
– -$81.6K -842 Closed
QC
2036
Quent Capital
New York
– -$78.5K -810 Closed
EBA
2037
Eagle Bay Advisors
New York
– -$61K -629 Closed
HCA
2038
Heck Capital Advisors
Wisconsin
– -$61K -629 Closed
FFO
2039
Fortitude Family Office
Arizona
– -$54.8K -566 Closed
VC
2040
Vestor Capital
Illinois
– -$54K -560 Closed
AIA
2041
Angeles Investment Advisors
California
– -$53.7K -554 Closed
CJ
2042
Caitlin John
Michigan
– -$52.3K -540 Closed
PIS
2043
POM Investment Strategies
North Carolina
– -$44.8K -462 Closed
KB
2044
Kimelman & Baird
New York
– -$36.3K -375 Closed
VWM
2045
Venturi Wealth Management
Texas
– -$30.5K -315 Closed
KA
2046
Kozak & Associates
Colorado
– -$25.9K -268 Closed
HFS
2047
Hopwood Financial Services
Virginia
– -$21.9K -226 Closed
IF
2048
Integrity Financial
Wyoming
– -$19.4K -200 Closed
POIA
2049
Pin Oak Investment Advisors
Texas
– -$16K -158 Closed
MFG
2050
Menard Financial Group
Texas
– -$6.3K -65 Closed
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