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
SQA
901
Simon Quick Advisors
New Jersey
$256K +$64.1K +570 +34%
CCFM
902
Clear Creek Financial Management
Washington
$256K +$256K +2,279 New
OC
903
Oakworth Capital
Alabama
$254K +$36.6K +326 +17%
SWA
904
Stratos Wealth Advisors
Ohio
$254K +$252K +2,241 New
AFA
905
American Financial Advisors
Georgia
$253K -$112 -1 -0%
THWM
906
Taylor Hoffman Wealth Management
Virginia
$252K – – –
LA
907
LexAurum Advisors
Kansas
$252K +$43.7K +389 +21%
FIM
908
Frontier Investment Management
Texas
$249K +$247K +2,201 New
RMDI
909
R.M. Davis Inc
Maine
$248K +$246K +2,188 New
LF
910
Lantz Financial
Illinois
$247K – – –
CCMG
911
Clark Capital Management Group
Pennsylvania
$245K -$46.5K -414 -16%
CCA
912
Checchi Capital Advisers
California
$244K -$11K -98 -4%
AFC
913
AFT Forsyth & Company
Florida
$242K – – –
WDL
914
Well Done LLC
Michigan
$240K – – –
BJ
915
Brouwer & Janachowski
California
$239K -$6.07K -54 -2%
CFA
916
Carroll Financial Associates
North Carolina
$238K -$899 -8 -0.4%
CQS
917
Credential Qtrade Securities
$236K – – –
SXL
918
Summit X LLC
Missouri
$236K -$3.71M -33,022 -94%
BHBT
919
Burke & Herbert Bank & Trust
Virginia
$236K -$5.06K -45 -2%
TTWM
920
TCV Trust & Wealth Management
Virginia
$234K – – –
UFF
921
USA Financial Formulas
Michigan
$233K -$80.3K -714 -26%
SW
922
SlateStone Wealth
Florida
$232K -$3.94K -35 -2%
FAM
923
Foothills Asset Management
Arizona
$231K – – –
CHAM
924
Clear Harbor Asset Management
Connecticut
$230K +$2.36K +21 +1%
S
925
SignatureFD
Georgia
$229K -$156K -1,391 -41%
35 36
37
38 39