AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1101
Insight Wealth Strategies
California
$434K -$46.9K -409 -10%
AFS
1102
Annapolis Financial Services
Maryland
$434K – – –
BA
1103
Bridge Advisory
California
$434K +$573 +5 +0.1%
TCWM
1104
Total Clarity Wealth Management
Illinois
$433K -$104K -909 -20%
MAWCM
1105
Mine & Arao Wealth Creation & Management
California
$432K +$5.84K +51 +1%
BA
1106
Bristlecone Advisors
Washington
$429K +$82K +716 +24%
NFG
1107
Nations Financial Group
Iowa
$428K +$2.18K +19 +0.5%
WA
1108
Wealth Architects
California
$428K +$114K +994 +37%
AWA
1109
Arete Wealth Advisors
Illinois
$428K +$2.77M +24,204 +49%
TA
1110
TruWealth Advisors
Louisiana
$427K -$311K -2,712 -42%
CHC
1111
City Holding Co
West Virginia
$425K -$30.2K -264 -7%
THWM
1112
Taylor Hoffman Wealth Management
Virginia
$425K +$167K +1,461 +66%
EWF
1113
Epstein & White Financial
California
$424K +$161K +1,409 +62%
RCM
1114
Rain Capital Management
Oregon
$423K +$1.83K +16 +0.4%
CWM
1115
Cranbrook Wealth Management
Michigan
$422K +$4.13K +36 +1%
CAM
1116
Cubic Asset Management
Massachusetts
$417K – – –
TCOV
1117
Trust Company of Vermont
Vermont
$417K – – –
BAS
1118
Brown Advisory Securities
Maryland
$414K -$40.3K -352 -9%
EFS
1119
Essex Financial Services
Connecticut
$413K – – –
CSIA
1120
Charles Schwab Investment Advisory
California
$412K +$34K +297 +9%
TWP
1121
Tempus Wealth Planning
California
$410K +$407K +3,556 New
RWA
1122
Ropes Wealth Advisors
Massachusetts
$409K – – –
OFG
1123
Oxford Financial Group
Indiana
$406K +$359K +3,132 +807%
SGCA
1124
Steel Grove Capital Advisors
Tennessee
$405K -$44.5K -388 -10%
WF
1125
Welch & Forbes
Massachusetts
$404K – – –
43 44
45
46 47