AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1051
SignalPoint Asset Management
Missouri
$506K +$15.7K +137 +3%
SWA
1052
SOA Wealth Advisors
New York
$505K +$86.4K +754 +21%
RTS
1053
Round Table Services
New Jersey
$502K -$508K -4,433 -50%
AIM
1054
Axiom Investment Management
New York
$500K -$18.7K -163 -4%
WW
1055
Westshore Wealth
California
$498K +$154K +1,342 +45%
KCM
1056
Kanawha Capital Management
Virginia
$496K -$36.8K -321 -7%
MCG
1057
McCollum Christoferson Group
New York
$496K +$63K +550 +15%
NGA
1058
Naples Global Advisors
Florida
$494K +$2.29K +20 +0.5%
ACM
1059
Alamar Capital Management
California
$494K +$80.2K +700 +20%
FM
1060
Family Management
New York
$493K – – –
MYIA
1061
Mount Yale Investment Advisors
Colorado
$492K +$344 +3 +0.1%
VFA
1062
Valeo Financial Advisors
Indiana
$491K -$28.7M -250,716 -98%
LA
1063
Latitude Advisors
Florida
$488K -$118K -1,027 -20%
CCA
1064
Childress Capital Advisors
Texas
$488K +$96.1K +839 +25%
V
1065
Veritable
Delaware
$487K – – –
AFC
1066
AFT Forsyth & Company
Florida
$484K – – –
MWM
1067
Mattern Wealth Management
Kansas
$481K -$387K -3,376 -45%
CFS
1068
CRA Financial Services
New Jersey
$481K -$2.86K -25 -0.6%
MPCG
1069
Matrix Private Capital Group
New York
$481K +$31.7K +277 +7%
SFG
1070
StrategIQ Financial Group
Indiana
$478K -$7.33K -64 -2%
TNB
1071
Thomasville National Bank
Georgia
$477K -$144K -1,259 -23%
TF
1072
Trek Financial
Arizona
$476K -$2.29K -20 -0.5%
PNAA
1073
Pictet North America Advisors
Switzerland
$473K – – –
PMA
1074
Prudent Man Advisors
Illinois
$471K +$468K +4,084 New
CA
1075
Continuum Advisory
Idaho
$470K -$49.5K -432 -10%
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43
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