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
RWA
801
River Wealth Advisors
Pennsylvania
$753K +$245K +2,148 +49%
ANBT
802
American National Bank & Trust
Texas
$746K +$31.2K +274 +4%
IFWM
803
Institute for Wealth Management
Colorado
$746K +$61.3K +538 +9%
GCA
804
Gradient Capital Advisors
California
$740K -$98.6K -865 -12%
OFS
805
Oldfather Financial Services
Nebraska
$730K -$17.4K -153 -2%
TFGT
806
TS Financial Group (TSFG)
Illinois
$722K +$21.4K +188 +3%
CMP
807
Courage Miller Partners
Virginia
$719K -$6.61K -58 -0.9%
PA
808
Pinnacle Associates
New York
$718K -$39.9K -350 -5%
BOTW
809
Bank of the West
California
$709K -$628K -5,511 -47%
CIR
810
Clear Investment Research
Georgia
$709K +$228 +2 +0%
CWM
811
Confluence Wealth Management
Oregon
$708K -$108K -944 -13%
AWA
812
Arete Wealth Advisors
Illinois
$702K -$183K -1,606 -21%
JSA
813
Jacobson & Schmitt Advisors
Wisconsin
$701K -$398K -3,488 -36%
SF
814
Summit Financial
New Jersey
$694K +$349K +3,059 +103%
RWM
815
Raffa Wealth Management
District of Columbia
$693K -$829K -7,273 -55%
EW
816
Element Wealth
Mississippi
$693K -$4.47M -39,204 -87%
FSWA
817
Financial Synergies Wealth Advisors
Texas
$682K +$674K +5,910 New
BCP
818
Blue Chip Partners
Michigan
$673K +$444K +3,894 +201%
SCG
819
Sonata Capital Group
Washington
$672K – – –
CCFM
820
Clear Creek Financial Management
Washington
$671K +$383K +3,364 +142%
FF
821
Friedenthal Financial
New Jersey
$670K -$206K -1,808 -24%
CIC
822
Carnegie Investment Counsel
Ohio
$669K +$99.9K +877 +18%
KCM
823
Karp Capital Management
California
$666K +$10.3K +90 +2%
GCM
824
Gibraltar Capital Management
Oklahoma
$665K -$534K -4,685 -45%
MIA
825
MainStreet Investment Advisors
Illinois
$663K +$139K +1,222 +27%
31 32
33
34 35