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
BCM
751
BTC Capital Management
Iowa
$1.3M – – –
DTC
752
Davidson Trust Company
Washington
$1.3M +$218K +1,859 +20%
HIC
753
Holderness Investments Company
North Carolina
$1.3M -$581K -4,967 -31%
NFG
754
Norris Financial Group
South Carolina
$1.26M +$95.3K +814 +8%
EWA
755
Exencial Wealth Advisors
Oklahoma
$1.25M +$736K +6,284 +148%
GM
756
GeoWealth Management
Illinois
$1.24M +$1.23M +10,524 New
KCM
757
Karp Capital Management
California
$1.24M +$554K +4,735 +82%
SFG
758
SNS Financial Group
Minnesota
$1.24M -$42.1K -360 -3%
W
759
Wealthquest
Ohio
$1.24M +$1.23M +10,485 New
RTS
760
Round Table Services
New Jersey
$1.22M +$34.2K +292 +3%
FC
761
Financial Consulate
Maryland
$1.22M -$35.1K -300 -3%
NFG
762
NewFocus Financial Group
Washington
$1.22M +$372K +3,178 +45%
PA
763
Paracle Advisors
Washington
$1.21M -$51.3K -438 -4%
PCG
764
Private Capital Group
Connecticut
$1.2M +$533K +4,549 +81%
MPW
765
MA Private Wealth
California
$1.2M +$30.7K +262 +3%
DA
766
Duality Advisers
Florida
$1.2M +$1.19M +10,128 New
WP
767
WealthPLAN Partners
Nebraska
$1.19M -$223K -1,902 -16%
VCM
768
Vivaldi Capital Management
Illinois
$1.19M +$566K +4,835 +93%
BG
769
Berry Group
Massachusetts
$1.19M +$34.1K +291 +3%
BCP
770
Blue Chip Partners
Michigan
$1.18M +$484K +4,136 +71%
CAG
771
Csenge Advisory Group
Florida
$1.16M +$836K +7,143 +265%
EVM
772
Eaton Vance Management
Massachusetts
$1.16M -$49.2K -420 -4%
GT
773
Greenleaf Trust
Michigan
$1.16M +$761K +6,498 +197%
HB
774
Homrich & Berg
Georgia
$1.16M -$12.3K -105 -1%
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$17.9K +153 +2%
29 30
31
32 33