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
NB
626
NBT Bank
New York
$357K – – –
KF
627
Krilogy Financial
Missouri
$328K +$147K +1,342 +81%
NFG
628
Next Financial Group
Texas
$325K -$310K -2,828 -49%
MWM
629
Meridian Wealth Management
Kentucky
$317K +$329 +3 +0.1%
VIA
630
Vantage Investment Advisors
Pennsylvania
$315K +$29.1K +265 +10%
BJ
631
Brouwer & Janachowski
California
$312K – – –
SSWM
632
Sheets Smith Wealth Management
North Carolina
$310K +$439 +4 +0.1%
MCIA
633
Mountain Capital Investment Advisors
Colorado
$308K +$1.98K +18 +0.6%
CIC
634
Carnegie Investment Counsel
Ohio
$305K -$6.26K -57 -2%
SSB
635
Sandy Spring Bank
Maryland
$304K -$29.7K -271 -9%
RFA
636
Reilly Financial Advisors
California
$303K +$1.21K +11 +0.4%
VF
637
Virtu Financial
New York
$296K +$297K +2,705 New
OWM
638
Orgel Wealth Management
Wisconsin
$293K +$59.3K +540 +25%
GLRA
639
Gerald L. Ray & Associates
Texas
$292K – – –
CBU
640
CIBC Bank USA
Illinois
$288K -$13.2K -120 -4%
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$288K – – –
WI
642
Wedgewood Investors
Pennsylvania
$288K – – –
NFG
643
Nations Financial Group
Iowa
$284K +$55.1K +502 +24%
TC
644
Telemus Capital
Michigan
$282K -$14.4K -131 -5%
AIM
645
Arcadia Investment Management
Michigan
$281K – – –
LIM
646
Leavell Investment Management
Alabama
$281K – – –
RI
647
Ridgewood Investments
New Jersey
$277K -$2.85K -26 -1%
GT
648
Glenview Trust
Kentucky
$277K – – –
HH
649
Hilltop Holdings
Texas
$276K -$2.09M -19,014 -88%
WA
650
Wealth Architects
California
$276K -$51.4K -468 -16%
24 25
26
27 28