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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2026
LRI Investments
Florida
$17.5K – – –
EIP
2027
Essential Investment Partners
Colorado
$17.3K +$17.4K +174 New
S
2028
Sachetta
Massachusetts
$16.4K +$16.5K +165 New
PCFFS
2029
Pacific Center for Financial Services
California
$16.3K +$16.4K +164 New
MAFA
2030
MJT & Associates Financial Advisory
Minnesota
$16.1K -$400 -4 -2%
LB
2031
Legacy Bridge
Iowa
$15.7K +$13.3K +133 +532%
BC
2032
Barrett & Company
Rhode Island
$15.2K – – –
WFA
2033
Wells Financial Advisors
Massachusetts
$14.1K -$126K -1,255 -90%
SCM
2034
Sterling Capital Management
North Carolina
$14K – – –
MIM
2035
MTM Investment Management
South Carolina
$13.9K +$14K +140 New
MWC
2036
MBM Wealth Consultants
Missouri
$13.8K +$13.9K +139 New
NWM
2037
Nova Wealth Management
Florida
$12.5K +$12.6K +126 New
IWMA
2038
Ironwood Wealth Management (Arizona)
Arizona
$11.6K -$900 -9 -7%
SN
2039
Sittner & Nelson
Oregon
$11.6K – – –
QC
2040
Quent Capital
New York
$11.3K – – –
MMCM
2041
Murphy & Mullick Capital Management
New York
$10.8K – – –
AI
2042
Arvest Investments
Arkansas
$10.3K -$639K -6,386 -98%
HA
2043
Hyposwiss Advisors
$9.93K – – –
SOW
2044
State of Wyoming
Wyoming
$9.93K – – –
HIA
2045
Harbor Investment Advisory
Maryland
$8.93K -$22.2K -222 -71%
TWD
2046
True Wealth Design
Ohio
$8.84K -$52.1K -521 -85%
WTA
2047
Washington Trust Advisors
Massachusetts
$8.81K – – –
BFP
2048
Birchwood Financial Partners
Minnesota
$8.8K +$100 +1 +1%
PFA
2049
Pillar Financial Advisors
Kentucky
$8.64K -$3.1K -31 -26%
PAG
2050
Paladin Advisory Group
Iowa
$8.34K -$12.1K -121 -59%
80 81
82
83 84