AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
1001
Grant Street Asset Management
Pennsylvania
$621K -$1.32M -11,551 -68%
SFG
1002
SageGuard Financial Group
Tennessee
$621K -$56.8K -496 -8%
PIA
1003
Perennial Investment Advisors
California
$613K -$1.06M -9,284 -64%
EWM
1004
Evercore Wealth Management
New York
$613K +$12.5K +109 +2%
MIA
1005
MainStreet Investment Advisors
Illinois
$611K – – –
BCM
1006
Beaumont Capital Management
Massachusetts
$609K -$322K -2,812 -35%
FSG
1007
Financial Strategies Group
Michigan
$606K +$115K +1,001 +24%
CBN
1008
Cadence Bank NA
Texas
$596K -$30K -262 -5%
FCA
1009
FinTrust Capital Advisors
South Carolina
$588K -$2.18K -19 -0.4%
PFC
1010
Phocas Financial Corp
California
$588K – – –
GCM
1011
Gables Capital Management
Florida
$577K – – –
RP
1012
Rice Partnership
Hawaii
$577K +$552K +4,818 +2,647%
BCM
1013
Brookmont Capital Management
Texas
$576K +$44.8K +391 +8%
SCA
1014
Sage Capital Advisors
South Dakota
$573K -$382K -3,337 -40%
VCM
1015
Vivaldi Capital Management
Illinois
$573K – – –
BS
1016
Boenning & Scattergood
Pennsylvania
$567K -$136K -1,187 -19%
OMIC
1017
Old Mission Investment Co
Michigan
$562K +$38.2K +333 +7%
SIS
1018
Sound Income Strategies
Florida
$561K -$124K -1,082 -18%
RWA
1019
River Wealth Advisors
Pennsylvania
$561K -$29.1K -254 -5%
WCFA
1020
Walkner Condon Financial Advisors
Wisconsin
$557K -$1.87M -16,281 -77%
FMN
1021
Financial Management Network
California
$556K -$271K -2,366 -33%
LNB
1022
Ledyard National Bank
$555K -$88K -768 -14%
WPC
1023
White Pine Capital
Minnesota
$549K -$82.2K -717 -13%
LJAC
1024
L.J. Altfest & Co
New York
$549K -$18.4K -161 -3%
WWM
1025
Wolff Wiese Magana
California
$546K +$15.8K +138 +3%
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