AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1051
Beacon Investment Advisory Services
New Jersey
$576K -$235K -2,285 -29%
FCA
1052
FinTrust Capital Advisors
South Carolina
$573K +$62.7K +610 +12%
TWM
1053
Titus Wealth Management
California
$571K +$275K +2,679 +91%
CSPIA
1054
Cary Street Partners Investment Advisory
Virginia
$570K +$270K +2,623 +88%
LJAC
1055
L.J. Altfest & Co
New York
$569K +$23.6K +230 +4%
AIC
1056
Archer Investment Corporation
Indiana
$564K -$44.9K -437 -7%
RA
1057
RFG Advisory
Alabama
$564K +$75.3K +733 +15%
BSW
1058
Buckingham Strategic Wealth
Missouri
$563K -$63.7K -620 -10%
VCM
1059
Vivaldi Capital Management
Illinois
$562K +$24K +234 +4%
JWCA
1060
J.W. Coons Advisors
Ohio
$561K -$8.73K -85 -2%
GPC
1061
Garrison Point Capital
California
$561K – – –
IWN
1062
Independent Wealth Network
Iowa
$560K -$140K -1,359 -20%
VFA
1063
Valeo Financial Advisors
Indiana
$558K -$25.2K -245 -4%
IC
1064
Intersect Capital
California
$558K +$54.2K +527 +11%
IPW
1065
Intergy Private Wealth
Colorado
$557K -$39K -380 -6%
RCP
1066
Rothschild Capital Partners
New York
$554K -$54.5K -530 -9%
HWM
1067
Horizons Wealth Management
North Carolina
$553K +$553K +5,380 New
DSA
1068
Droms Strauss Advisors
Missouri
$552K +$7.3K +71 +1%
WAL
1069
W Advisors LLC
Tennessee
$551K -$116K -1,133 -17%
LA
1070
Latitude Advisors
Florida
$547K -$938K -9,133 -63%
IUHSA
1071
Itau Unibanco Holding S.A.
Brazil
$547K +$552K +5,376 New
LC
1072
LCNB Corp
Ohio
$545K +$164K +1,594 +42%
HWM
1073
Howard Wealth Management
Connecticut
$544K – – –
SWPG
1074
Strategic Wealth Partners Group
Illinois
$543K -$2.95M -28,718 -84%
CC
1075
Courier Capital
New York
$542K +$168K +1,637 +44%
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