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
CCA
476
Catalyst Capital Advisors
New York
$13.1M +$1.3M +13,030 +11%
SMAM
477
Sugar Maple Asset Management
Wisconsin
$13M +$13.1M +131,390 New
EIP
478
Easterly Investment Partners
Massachusetts
$13M – – –
GM
479
GeoWealth Management
Illinois
$13M +$5.12M +51,169 +64%
HNW
480
High Note Wealth
Minnesota
$13M +$763K +7,622 +6%
SHWM
481
Smith & Howard Wealth Management
Georgia
$13M -$92.7K -927 -0.7%
MSWM
482
McGlone Suttner Wealth Management
Wisconsin
$13M +$795K +7,950 +6%
HIA
483
HTG Investment Advisors
Connecticut
$12.9M +$981K +9,805 +8%
SC
484
Savant Capital
Illinois
$12.8M +$7.72M +77,165 +150%
VA
485
Valmark Advisers
Ohio
$12.7M -$12M -119,641 -48%
AIA
486
Accelerate Investment Advisors
California
$12.7M +$193K +1,926 +2%
MCC
487
Money Concepts Capital
Florida
$12.7M +$244K +2,438 +2%
AAP
488
Arax Advisory Partners
Colorado
$12.6M -$32.9M -329,115 -72%
LWP
489
LMG Wealth Partners
Louisiana
$12.5M +$635K +6,351 +5%
TSS
490
Two Sigma Securities
New York
$12.5M +$12M +120,092 +2,207%
PFM
491
Peak Financial Management
Massachusetts
$12.4M +$605K +6,045 +5%
TFP
492
Townsend Financial Planning
Kentucky
$12.3M +$695K +6,947 +6%
NL
493
NWAM LLC
Washington
$12.3M -$881K -8,806 -7%
ANC
494
Ames National Corp
Iowa
$12.3M +$999K +9,985 +9%
CBT
495
Central Bank & Trust
Kentucky
$12.3M -$488K -4,877 -4%
IWM
496
IHT Wealth Management
Illinois
$12.3M -$733K -7,327 -6%
LFS
497
Lighthouse Financial Services
California
$12.2M +$213K +2,124 +2%
HWM
498
HB Wealth Management
Georgia
$12.1M -$951K -9,506 -7%
CT
499
Colonial Trust
South Carolina
$12.1M +$994K +9,932 +9%
CPO
500
Cerity Partners OCIO
New York
$12M -$4.23M -42,318 -26%
18 19
20
21 22