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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2026
Elevate Wealth Advisory
Georgia
$31.1K – – –
MCM
2027
Manchester Capital Management
Vermont
$31K +$31.1K +310 New
BCPWM
2028
Bradley & Co Private Wealth Management
Florida
$30.2K +$4.82K +48 +19%
PAIM
2029
Punch & Associates Investment Management
Minnesota
$30K – – –
WAG
2030
Wiser Advisor Group
Arizona
$29.1K +$401 +4 +1%
SHF
2031
Safe Harbor Fiduciary
Florida
$29.1K +$29.2K +291 New
FCAS
2032
First Command Advisory Services
Texas
$27.8K +$21.3K +212 +321%
LWCFA
2033
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.3K +$27.3K +272 New
GTAM
2034
Global Trust Asset Management
Florida
$27.2K -$134K -1,340 -83%
ADL
2035
Asset Dedication LLC
California
$27.1K +$1.71K +17 +7%
MFP
2036
Meramec Financial Planners
Missouri
$26.6K +$26.7K +266 New
CA
2037
Cresta Advisors
Texas
$25.5K +$25.6K +255 New
BA
2038
Blueline Advisors
New Hampshire
$25.1K +$25.2K +251 New
VNA
2039
Valley National Advisers
Pennsylvania
$25K +$20.1K +200 +339%
SA
2040
SRH Advisors
Kansas
$25K – – –
PCM
2041
Palouse Capital Management
Washington
$24.3K +$24.4K +243 New
VWM
2042
Vermillion Wealth Management
Minnesota
$23.7K +$301 +3 +1%
HIA
2043
HFM Investment Advisors
New Jersey
$23.7K +$4.11K +41 +21%
AC
2044
AlphaCore Capital
California
$22.4K +$3.11K +31 +16%
KCM
2045
Key Capital Management
Tennessee
$22.3K +$22.4K +223 New
SIC
2046
SJS Investment Consulting
Ohio
$22.1K – – –
CNBTD
2047
Citizens National Bank Trust Department
Mississippi
$22K -$3.01K -30 -12%
HNB
2048
Hilltop National Bank
Wyoming
$22K – – –
SWM
2049
SHP Wealth Management
Massachusetts
$21.8K +$22K +219 New
PAG
2050
Paladin Advisory Group
Iowa
$20.5K – – –
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