We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
226
Evolve Private Wealth
California
$44M +$1.13M +11,372 +3%
DFC
227
DB Fitzpatrick & Co
Idaho
$44M +$1.45M +14,644 +3%
AG
228
Ascent Group
Virginia
$44M +$624K +6,302 +1%
EI
229
eCIO Inc
Wisconsin
$43.9M +$4.32M +43,703 +11%
TCM
230
Towercrest Capital Management
Pennsylvania
$43.9M +$3.47M +35,099 +9%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$43.8M +$3.62M +36,599 +9%
CBU
232
CIBC Bancorp USA
Illinois
$43.1M +$2.54M +25,691 +6%
SC
233
Syon Capital
California
$43M +$3.99M +40,319 +10%
NRI
234
NFP Retirement Inc
California
$42.9M +$1.16M +11,735 +3%
BWS
235
Buck Wealth Strategies
Colorado
$41.7M +$1.48M +14,975 +4%
SC
236
Savant Capital
Illinois
$41.6M +$29M +292,947 +228%
AIA
237
Arbor Investment Advisors
North Carolina
$41.2M +$918K +9,274 +2%
NMIMC
238
Northwestern Mutual Investment Management Company
Wisconsin
$40.7M -$2.63M -26,578 -6%
CFS
239
Commonwealth Financial Services
West Virginia
$40.3M +$40.3M +407,606 New
PAG
240
Private Advisor Group
New Jersey
$39.4M -$8.46M -85,514 -18%
VWA
241
Visionary Wealth Advisors
Illinois
$39M +$2.37M +23,988 +6%
DAS
242
Daybright Advisory Services
Florida
$38.5M +$4.27M +43,117 +12%
BIAS
243
Beacon Investment Advisory Services
New Jersey
$38.5M +$1.85M +18,742 +5%
FBFS
244
First Business Financial Services
Wisconsin
$38.5M +$1.28M +12,940 +3%
TA
245
Tectonic Advisors
Texas
$38.4M +$2.69M +27,142 +8%
BBES
246
Buffalo Business & Estate Services
New York
$38.3M -$42.3M -427,728 Closed
VCA
247
Verdence Capital Advisors
Maryland
$38.3M +$1.61M +16,269 +4%
IWC
248
Integrated Wealth Concepts
Massachusetts
$38M +$17.1M +172,890 +82%
BAM
249
Brave Asset Management
New Jersey
$37.9M -$1.68M -16,947 -4%
LWA
250
Lineweaver Wealth Advisors
Ohio
$37.5M +$1.09M +11,048 +3%
8 9
10
11 12