We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
Colorado Capital Management
Colorado
$982K -$41.7K -366 -4%
HR
752
Hayden Royal
North Carolina
$976K -$27.2K -239 -3%
RWM
753
RBA Wealth Management
California
$968K +$956K +8,392 New
AF
754
Apexium Financial
Texas
$961K -$26.2K -230 -3%
AUB
755
Atlantic Union Bankshares
Virginia
$961K +$949K +8,330 New
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$955K -$73.9K -648 -7%
DC
757
Davenport & Co
Virginia
$950K +$252K +2,214 +37%
MW
758
Marcum Wealth
Ohio
$942K +$103K +902 +12%
FFBTD
759
First Financial Bank - Trust Division
Ohio
$931K -$31.6K -277 -3%
PP
760
PDS Planning
Ohio
$914K +$7.29K +64 +0.8%
EWM
761
Empirical Wealth Management
Washington
$910K +$33.6K +295 +4%
BSW
762
Buckingham Strategic Wealth
Missouri
$905K +$501K +4,398 +127%
SWM
763
Stockman Wealth Management
Montana
$903K +$39.9K +350 +5%
WA
764
Wealth Alliance
New York
$900K +$889K +7,797 New
AWMG
765
Alliance Wealth Management Group
New Jersey
$895K +$52.7K +462 +6%
BAM
766
Belpointe Asset Management
Nevada
$894K +$214K +1,875 +32%
MAS
767
Madden Advisory Services
Florida
$893K +$882K +7,743 New
NDSI
768
Newman Dignan & Sheerar Inc
Rhode Island
$882K +$63.9K +561 +8%
IA
769
IndexIQ Advisors
New York
$875K -$635K -5,575 -42%
IAIM
770
International Assets Investment Management
Florida
$874K +$863K +7,575 New
BRWM
771
B. Riley Wealth Management
Tennessee
$872K +$317K +2,781 +58%
Kayne Anderson Rudnick Investment Management
772
Kayne Anderson Rudnick Investment Management
California
$861K -$819K -7,183 -49%
WI
773
Wintrust Investments
Illinois
$860K +$480K +4,210 +130%
MWM
774
Mattern Wealth Management
Kansas
$853K -$910K -7,989 -52%
SCM
775
Stordahl Capital Management
Colorado
$839K -$7.18K -63 -0.9%