AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1076
Chartwell Investment Partners
Pennsylvania
$469K – – –
DBRC
1077
D.B. Root & Company
Pennsylvania
$467K -$81.6K -712 -15%
BRM
1078
Boston Research & Management
Massachusetts
$464K +$25.3K +221 +6%
SCA
1079
STALEY CAPITAL ADVISERS
Pennsylvania
$461K – – –
BONH
1080
Bank of New Hampshire
New Hampshire
$461K +$458K +3,994 New
CAC
1081
Certified Advisory Corp
Florida
$460K -$2.08M -18,111 -82%
CT
1082
Columbia Trust
Oregon
$460K +$109K +950 +31%
TPA
1083
Trivium Point Advisory
Connecticut
$458K +$455K +3,971 New
BPCE
1084
Bank Pictet & Cie (Europe)
Germany
$456K +$73.3K +640 +19%
CPW
1085
Catalyst Private Wealth
California
$456K +$78.8K +688 +21%
P
1086
&Partners
Tennessee
$455K +$452K +3,946 New
W
1087
Wealthquest
Ohio
$454K -$128K -1,118 -22%
SSCA
1088
South Shore Capital Advisors
Massachusetts
$452K -$78.7K -687 -15%
FNT
1089
First National Trust
Pennsylvania
$448K +$215K +1,877 +93%
AP
1090
Advisor Partners
California
$447K +$445K +3,881 New
AFM
1091
Andesa Financial Management
Pennsylvania
$446K +$17.1K +149 +4%
TCM
1092
Telos Capital Management
California
$446K +$100K +877 +29%
SRC
1093
Sage Rhino Capital
California
$444K – – –
MAS
1094
Managed Account Services
Florida
$443K +$49.4K +431 +13%
BPB
1095
Badgley, Phelps & Bell
Washington
$442K -$70.9K -619 -14%
CC
1096
Courier Capital
New York
$442K -$7.45K -65 -2%
HR
1097
Howe & Rusling
New York
$441K +$229 +2 +0.1%
T
1098
TrueFG
Texas
$436K -$18.1K -158 -4%
BHBT
1099
Burke & Herbert Bank & Trust
Virginia
$436K – – –
BWP
1100
BSW Wealth Partners
Colorado
$435K -$19.1K -167 -4%
42 43
44
45 46