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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
2026
Tanglewood Legacy Advisors
Texas
$20.1K +$100 +1 +0.5%
OL
2027
one8zero8 LLC
North Carolina
$19.9K -$21K -210 -51%
EPIM
2028
Evelyn Partners Investment Management
$19.9K – – –
FCMT
2029
Founders Capital Management (Texas)
Texas
$19.9K – – –
SMBT
2030
Southern Michigan Bank & Trust
Michigan
$19.9K +$20K +200 New
KTC
2031
Kentucky Trust Company
Kentucky
$19.3K – – –
MFT
2032
Moisand Fitzgerald Tamayo
Florida
$18.5K -$14.5K -145 -44%
APW
2033
Aventura Private Wealth
Florida
$18.5K – – –
FP
2034
Financial Perspectives
Minnesota
$17.9K -$1K -10 -5%
LI
2035
LRI Investments
Florida
$17.5K – – –
EIP
2036
Essential Investment Partners
Colorado
$17.3K +$17.4K +174 New
S
2037
Sachetta
Massachusetts
$16.4K +$16.5K +165 New
PCFFS
2038
Pacific Center for Financial Services
California
$16.3K +$16.4K +164 New
MAFA
2039
MJT & Associates Financial Advisory
Minnesota
$16.1K -$400 -4 -2%
LB
2040
Legacy Bridge
Iowa
$15.7K +$13.3K +133 +532%
BC
2041
Barrett & Company
Rhode Island
$15.2K – – –
WFA
2042
Wells Financial Advisors
Massachusetts
$14.1K -$126K -1,255 -90%
SCM
2043
Sterling Capital Management
North Carolina
$14K – – –
MIM
2044
MTM Investment Management
South Carolina
$13.9K +$14K +140 New
MWC
2045
MBM Wealth Consultants
Missouri
$13.8K +$13.9K +139 New
NWM
2046
Nova Wealth Management
Florida
$12.5K +$12.6K +126 New
IWMA
2047
Ironwood Wealth Management (Arizona)
Arizona
$11.6K -$900 -9 -7%
SN
2048
Sittner & Nelson
Oregon
$11.6K – – –
QC
2049
Quent Capital
New York
$11.3K – – –
MMCM
2050
Murphy & Mullick Capital Management
New York
$10.8K – – –
80 81
82
83 84