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
LWM
1076
LJI Wealth Management
Indiana
$652K +$31.4K +326 +5%
CIC
1077
Carnegie Investment Counsel
Ohio
$650K +$156K +1,621 +31%
EWM
1078
Empirical Wealth Management
Washington
$648K -$69.2K -719 -9%
CA
1079
Crewe Advisors
Utah
$644K +$639K +6,635 +3,100%
RFA
1080
Register Financial Advisors
Georgia
$644K +$47.5K +493 +8%
SWA
1081
Strategies Wealth Advisors
Michigan
$642K -$180K -1,872 -22%
BC
1082
Burney Company
Virginia
$641K -$40.4K -419 -6%
WWP
1083
Waypoint Wealth Partners
California
$639K -$1.23M -12,800 -65%
SCA
1084
Stonebridge Capital Advisors
Minnesota
$637K +$348K +3,610 +114%
SCA
1085
Snowden Capital Advisors
New York
$634K -$70K -727 -10%
AWMS
1086
Advocacy Wealth Management Services
Georgia
$633K -$4.24K -44 -0.6%
RPGK
1087
Retirement Planning Group (Kansas)
Kansas
$631K +$198K +2,055 +44%
D
1088
Diversified
Delaware
$627K -$19.7K -205 -3%
FAG
1089
Fortitude Advisory Group
Washington
$627K -$272K -2,826 -30%
NA
1090
Nottingham Advisors
New York
$619K – – –
BCA
1091
Bay Colony Advisors
Massachusetts
$617K +$632K +6,560 New
CA
1092
Cambridge Advisors
Nebraska
$616K – – –
WI
1093
Wintrust Investments
Illinois
$615K -$1.07M -11,131 -63%
TFG
1094
Tilson Financial Group
New Jersey
$612K +$627K +6,513 New
CT
1095
Cambridge Trust
Massachusetts
$608K -$48.4K -503 -7%
NW
1096
Naviter Wealth
Arkansas
$606K +$6.07K +63 +1%
CGL
1097
Clarius Group LLC
Washington
$605K +$620K +6,436 New
AAG
1098
Armstrong Advisory Group
Massachusetts
$597K +$197K +2,041 +47%
SP
1099
Successful Portfolios
Florida
$596K +$182K +1,885 +42%
FT
1100
Fiduciary Trust
Massachusetts
$595K -$12.8K -133 -2%
42 43
44
45 46