AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
1026
Droms Strauss Advisors
Missouri
$545K +$40.7K +355 +8%
SSC
1027
Syverson Strege & Co
Iowa
$541K -$4.93K -43 -0.9%
JSA
1028
Jacobson & Schmitt Advisors
Wisconsin
$540K -$12.6K -110 -2%
PCG
1029
Private Capital Group
Connecticut
$539K +$146K +1,275 +38%
WA
1030
Wealthstar Advisors
Texas
$539K +$537K +4,687 New
BWA
1031
Beam Wealth Advisors
Louisiana
$537K -$1.11M -9,671 -67%
IWMA
1032
Ironwood Wealth Management (Arizona)
Arizona
$533K +$25.3K +221 +5%
LNWWM
1033
Laird Norton Wetherby Wealth Management
California
$533K +$129K +1,122 +32%
WDG
1034
Wealth Dimensions Group
Ohio
$529K -$6.76K -59 -1%
MOS
1035
MGO One Seven
Ohio
$529K +$47.3K +413 +10%
TLFA
1036
True Link Financial Advisors
California
$528K -$156K -1,364 -23%
LWM
1037
Lyell Wealth Management
California
$525K -$1.15K -10 -0.2%
HWM
1038
Hemington Wealth Management
Virginia
$523K +$917 +8 +0.2%
BFG
1039
Berger Financial Group
Minnesota
$523K +$3.67K +32 +0.7%
AWA
1040
Arkadios Wealth Advisors
Georgia
$519K -$3.36M -29,338 -87%
GKWIM
1041
Gerber Kawasaki Wealth & Investment Management
California
$519K +$24.3K +212 +5%
SC
1042
Solstein Capital
California
$517K +$24.6K +215 +5%
HFA
1043
High Falls Advisors
New York
$515K -$2.84M -24,744 -85%
BIP
1044
Blueprint Investment Partners
North Carolina
$515K +$12.6K +110 +3%
NCM
1045
Noesis Capital Mangement
Florida
$515K +$52.8K +461 +12%
H
1046
HoyleCohen
California
$514K +$20.3K +177 +4%
CRI
1047
Colonial River Investments
Virginia
$514K +$36.2K +316 +8%
MG
1048
Mather Group
Illinois
$510K -$1.13M -9,877 -69%
BB
1049
Berkshire Bank
Massachusetts
$510K +$507K +4,421 New
SC
1050
SouthState Corp
Florida
$509K -$49.7K -434 -9%
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