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
DP
1026
Dearborn Partners
Illinois
$267K +$43.9K +385 +20%
CQS
1027
Credential Qtrade Securities
$267K – – –
SW
1028
SteelPeak Wealth
California
$265K -$370K -3,245 -59%
CF
1029
Centaurus Financial
California
$258K -$183K -1,604 -42%
SFSG
1030
Stearns Financial Services Group
North Carolina
$258K -$32.7K -287 -11%
THWM
1031
Taylor Hoffman Wealth Management
Virginia
$257K – – –
CCMG
1032
Clark Capital Management Group
Pennsylvania
$256K -$11.5K -101 -4%
FC
1033
Fusion Capital
South Carolina
$255K -$166K -1,453 -40%
CPIG
1034
Chicago Partners Investment Group
Illinois
$255K +$456 +4 +0.2%
RMDI
1035
R.M. Davis Inc
Maine
$252K – – –
QPWM
1036
Quadrant Private Wealth Management
Pennsylvania
$251K +$248K +2,178 New
MMA
1037
Miracle Mile Advisors
California
$247K +$11.4K +100 +5%
SXL
1038
Summit X LLC
Missouri
$245K +$2.62K +23 +1%
WAG
1039
Winthrop Advisory Group
Massachusetts
$244K -$4.79K -42 -2%
IA
1040
Independence Advisors
Pennsylvania
$244K +$221K +1,937 +1,070%
W
1041
WealthOne
New York
$241K +$238K +2,086 New
BHBT
1042
Burke & Herbert Bank & Trust
Virginia
$240K – – –
NB
1043
NBT Bank
New York
$239K -$10.8K -95 -4%
CSM
1044
CAMG Solamere Management
North Carolina
$239K – – –
TTWM
1045
TCV Trust & Wealth Management
Virginia
$238K – – –
WCG
1046
Wall Capital Group
Arizona
$237K -$78K -684 -25%
TWM
1047
Titus Wealth Management
California
$237K +$234K +2,050 New
AFC
1048
AFT Forsyth & Company
Florida
$237K – – –
LA
1049
LVW Advisors
New York
$236K -$31.3M -274,978 -99%
VFM
1050
Vivid Financial Management
California
$236K -$292K -2,566 -56%
40 41
42
43 44