AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
351
Paragon Capital Management (Colorado)
Colorado
$5.68M +$264K +2,346 +5%
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$5.63M +$281K +2,499 +5%
PFT
353
Providence First Trust
Arizona
$5.56M +$1.22M +10,869 +28%
PA
354
Planning Alternatives
Michigan
$5.54M -$143K -1,272 -3%
BBA
355
BLB&B Advisors
Pennsylvania
$5.52M +$768K +6,830 +16%
DWM
356
Darwin Wealth Management
Florida
$5.49M -$2.7K -24 -0%
AF
357
Advisornet Financial
Minnesota
$5.49M +$1.91M +17,014 +54%
WA
358
Winfield Associates
Ohio
$5.45M +$3.05M +27,135 +129%
RA
359
RFG Advisory
Alabama
$5.45M -$447K -3,973 -8%
IWC
360
Integrated Wealth Concepts
Massachusetts
$5.44M +$572K +5,084 +12%
SP
361
Sarasin & Partners
United Kingdom
$5.32M -$163K -1,450 -3%
WCG
362
Weaver Consulting Group
California
$5.3M +$92K +818 +2%
SS
363
Sunbelt Securities
Texas
$5.25M +$1.89M +16,856 +57%
FNBT
364
FineMark National Bank & Trust
Florida
$5.16M +$124K +1,105 +2%
MLFP
365
MPS Loria Financial Planners
Illinois
$5.16M -$336K -2,989 -6%
PCA
366
Peddock Capital Advisors
Massachusetts
$5.13M -$79.9K -711 -2%
QCM
367
Quest Capital Management
Texas
$5.11M +$4.87M +43,316 +2,383%
LW
368
Linscomb Wealth
Texas
$5.08M -$11.8K -105 -0.2%
AL
369
Aspiriant LLC
California
$5.05M +$725K +6,451 +17%
OCM
370
One Capital Management
California
$5.05M -$280K -2,491 -5%
SW
371
SVB Wealth
Massachusetts
$4.93M +$197K +1,750 +4%
MPPLM
372
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.88M -$2.1M -18,636 -30%
ACP
373
Aveo Capital Partners
Colorado
$4.86M -$1.01M -8,958 -17%
GC
374
Garde Capital
Washington
$4.86M +$44.4K +395 +0.9%
GIA
375
Gladstone Institutional Advisory
Florida
$4.84M +$246K +2,192 +5%
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