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
PO
1001
Private Ocean
California
$1.31M +$23.9K +248 +2%
VFA
1002
Voya Financial Advisors
Connecticut
$1.27M -$21.7K -225 -2%
BCA
1003
Bay Colony Advisors
Massachusetts
$1.27M +$77.3K +801 +7%
TWP
1004
Total Wealth Planning
Ohio
$1.27M -$16.1K -167 -1%
GPA
1005
Garrison Point Advisors
California
$1.26M +$35.2K +365 +3%
AWM
1006
Ariadne Wealth Management
California
$1.26M +$1.25M +12,979 New
PCMF
1007
Private Capital Management (Florida)
Florida
$1.26M -$10K -104 -0.8%
BC
1008
Bakala Capital
South Carolina
$1.26M +$224K +2,316 +22%
PWG
1009
Private Wealth Group
Florida
$1.26M – – –
LCM
1010
Lazari Capital Management
California
$1.26M +$1.25M +12,934 New
LJAC
1011
L.J. Altfest & Co
New York
$1.25M +$29.9K +310 +2%
RWIA
1012
Roger Wittlin Investment Advisory
California
$1.25M +$929K +9,624 +293%
SW
1013
SteelPeak Wealth
California
$1.25M +$63.9K +662 +5%
FPGT
1014
Financial Partners Group (Tennessee)
Tennessee
$1.25M -$8.01K -83 -0.6%
PWP
1015
Phillips Wealth Planners
Mississippi
$1.23M +$51.5K +534 +4%
PCM
1016
Presidio Capital Management
California
$1.23M +$1.22M +12,663 New
SA
1017
Stewardship Advisors
Pennsylvania
$1.23M +$37.5K +388 +3%
WS
1018
Wedbush Securities
California
$1.22M -$78.2K -810 -6%
MFIM
1019
Mesirow Financial Investment Management
Illinois
$1.22M +$124K +1,287 +11%
TFGT
1020
TS Financial Group (TSFG)
Illinois
$1.22M -$39.2K -406 -3%
OP
1021
ORG Partners
Indiana
$1.21M +$1.21M +12,536 New
BWA
1022
Beam Wealth Advisors
Louisiana
$1.2M +$1.2M +12,396 New
CF
1023
Centaurus Financial
California
$1.2M +$902K +9,348 +313%
BFC
1024
Blue Fin Capital
Rhode Island
$1.19M -$40.6K -421 -3%
RIM
1025
Rakuten Investment Management
Japan
$1.19M +$1.18M +12,185 New
39 40
41
42 43