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
VFA
701
Valeo Financial Advisors
Indiana
$740K +$85.2K +758 +13%
RWM
702
RKL Wealth Management
Pennsylvania
$736K -$239K -2,125 -25%
DFA
703
Delta Financial Advisors
Louisiana
$732K +$1.57K +14 +0.2%
CWP
704
Capital Wealth Planning
Florida
$729K +$48.7K +433 +7%
MCM
705
Maryland Capital Management
Maryland
$721K +$1.12K +10 +0.2%
PFPT
706
Pinnacle Financial Partners (Tennessee)
Tennessee
$721K +$105K +930 +17%
CMP
707
Courage Miller Partners
Virginia
$714K -$118K -1,048 -14%
CWM
708
Connecticut Wealth Management
Connecticut
$711K +$9.56K +85 +1%
FA
709
Fagan Associates
New York
$710K +$1.24K +11 +0.2%
CIR
710
Clear Investment Research
Georgia
$708K +$101K +897 +17%
WIA
711
World Investment Advisors
California
$700K -$1.12K -10 -0.2%
NFG
712
NewFocus Financial Group
Washington
$698K +$4.16K +37 +0.6%
PAM
713
Palisade Asset Management
Minnesota
$687K +$236K +2,099 +53%
ANBT
714
American National Bank & Trust
Texas
$684K -$654K -5,818 -49%
PB
715
Pinnacle Bancorp
Nebraska
$677K +$11.9K +106 +2%
FHA
716
Flagship Harbor Advisors
Massachusetts
$675K +$42.3K +376 +7%
PWG
717
Private Wealth Group
Florida
$672K +$667K +5,937 New
SCM
718
Smith Capital Management
Arkansas
$668K +$40.5K +360 +6%
SCG
719
Sonata Capital Group
Washington
$659K – – –
SP
720
Successful Portfolios
Florida
$657K +$64.3K +572 +11%
DWM
721
Doyle Wealth Management
Florida
$653K +$161K +1,428 +33%
LNB
722
Ledyard National Bank
$643K -$34.9K -310 -5%
IP
723
Intellectus Partners
California
$642K +$28.1K +250 +5%
JF
724
JSF Financial
California
$637K +$57.7K +513 +10%
NDSI
725
Newman Dignan & Sheerar Inc
Rhode Island
$631K +$208K +1,847 +50%
27 28
29
30 31