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
SWRP
526
Summit Wealth & Retirement Planning
California
$4.53M +$59.2K +517 +1%
VAS
527
Valicenti Advisory Services
New York
$4.52M +$628K +5,480 +16%
AL
528
Aspiriant LLC
California
$4.5M -$1.65M -14,418 -27%
CCP
529
Corient Capital Partners
California
$4.47M +$40.6K +354 +0.9%
LSPW
530
Lake Street Private Wealth
Illinois
$4.42M -$766K -6,687 -15%
GRP
531
Global Retirement Partners
California
$4.38M +$206K +1,796 +5%
MM
532
Main Management
California
$4.36M +$8.02K +70 +0.2%
HA
533
HYA Advisors
Missouri
$4.36M +$5.04K +44 +0.1%
KLCM
534
KG&L Capital Management
Louisiana
$4.3M +$100K +874 +2%
SIA
535
Soltis Investment Advisors
Utah
$4.29M -$1.14M -9,971 -21%
SC
536
Savant Capital
Illinois
$4.27M +$215K +1,873 +5%
WP
537
WealthSource Partners
California
$4.26M -$398K -3,474 -9%
HCM
538
Hollencrest Capital Management
California
$4.21M -$215K -1,878 -5%
AMG
539
Asset Management Group
Connecticut
$4.18M +$11.5K +100 +0.3%
MW
540
Marcum Wealth
Ohio
$4.17M +$317K +2,764 +8%
CMO
541
Covenant Multifamily Offices
Texas
$4.17M +$274K +2,394 +7%
VFA
542
Voya Financial Advisors
Connecticut
$4.15M -$4.13M -36,006 -50%
QCM
543
Quest Capital Management
Texas
$4.15M +$96.2K +840 +2%
SW
544
SteelPeak Wealth
California
$4.13M +$161K +1,404 +4%
TWM
545
Tolleson Wealth Management
Texas
$4.12M +$334K +2,919 +9%
AWM
546
AAF Wealth Management
Massachusetts
$4.12M +$4.09M +35,718 New
WHG
547
Westwood Holdings Group
Texas
$4.09M -$302K -2,638 -7%
NW
548
NewEdge Wealth
Pennsylvania
$4.08M +$50.8K +443 +1%
LF
549
Lee Financial
Texas
$4.06M -$2.57M -22,397 -39%
IFS
550
Ifrah Financial Services
Arkansas
$4.04M +$154K +1,347 +4%
20 21
22
23 24