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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
2026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K +$27.3K +272 New
GTAM
2027
Global Trust Asset Management
Florida
$27.2K -$134K -1,340 -83%
ADL
2028
Asset Dedication LLC
California
$27.1K +$1.71K +17 +7%
MFP
2029
Meramec Financial Planners
Missouri
$26.6K +$26.7K +266 New
CA
2030
Cresta Advisors
Texas
$25.5K +$25.6K +255 New
BA
2031
Blueline Advisors
New Hampshire
$25.1K +$25.2K +251 New
VNA
2032
Valley National Advisers
Pennsylvania
$25K +$20.1K +200 +339%
SA
2033
SRH Advisors
Kansas
$25K – – –
PCM
2034
Palouse Capital Management
Washington
$24.3K +$24.4K +243 New
VWM
2035
Vermillion Wealth Management
Minnesota
$23.7K +$301 +3 +1%
HIA
2036
HFM Investment Advisors
New Jersey
$23.7K +$4.11K +41 +21%
AC
2037
AlphaCore Capital
California
$22.4K +$3.11K +31 +16%
KCM
2038
Key Capital Management
Tennessee
$22.3K +$22.4K +223 New
SIC
2039
SJS Investment Consulting
Ohio
$22.1K – – –
CNBTD
2040
Citizens National Bank Trust Department
Mississippi
$22K -$3.01K -30 -12%
HNB
2041
Hilltop National Bank
Wyoming
$22K – – –
SWM
2042
SHP Wealth Management
Massachusetts
$21.8K +$22K +219 New
PAG
2043
Paladin Advisory Group
Iowa
$20.5K – – –
TF
2044
Tompkins Financial
New York
$20.4K – – –
IRC
2045
Investors Research Corp
Georgia
$20.3K – – –
TLA
2046
Tanglewood Legacy Advisors
Texas
$20.1K +$6.72K +67 +50%
EPIM
2047
Evelyn Partners Investment Management
$20K – – –
FCMT
2048
Founders Capital Management (Texas)
Texas
$20K – – –
KTC
2049
Kentucky Trust Company
Kentucky
$19.4K – – –
FP
2050
Financial Perspectives
Minnesota
$19K – – –
80 81
82
83 84