AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1126
SOA Wealth Advisors
New York
$460K -$19.3K -188 -4%
EIA
1127
Edgemoor Investment Advisors
Maryland
$460K – – –
WA
1128
Wealthstar Advisors
Texas
$460K – – –
P
1129
&Partners
Tennessee
$455K – – –
BRM
1130
Boston Research & Management
Massachusetts
$454K +$8.94K +87 +2%
MIC
1131
Means Investment Company
Maine
$453K +$195K +1,902 +74%
SAMC
1132
Spectrum Asset Management (Connecticut)
Connecticut
$452K -$10M -97,357 -96%
TWP
1133
Tempus Wealth Planning
California
$450K +$63.8K +621 +16%
AFM
1134
Andesa Financial Management
Pennsylvania
$449K -$9.97K -97 -2%
TAM
1135
Tocqueville Asset Management
New York
$447K – – –
EWMCB
1136
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$445K +$186K +1,812 +71%
TBWA
1137
Three Bridge Wealth Advisors
California
$442K +$199K +1,933 +80%
HHGA
1138
Halbert Hargrove Global Advisors
California
$440K -$464K -4,518 -51%
SFP
1139
Sandbox Financial Partners
Maryland
$440K -$74.9K -729 -14%
SS
1140
Sunbelt Securities
Texas
$438K -$59K -574 -12%
SCA
1141
Sage Capital Advisors
South Dakota
$438K -$36.3K -353 -8%
CIR
1142
Clear Investment Research
Georgia
$437K -$34.2K -333 -7%
MCG
1143
McCollum Christoferson Group
New York
$437K – – –
PCMC
1144
Private Capital Management (Colorado)
Colorado
$436K – – –
FAN
1145
Financial Advisors Network
California
$434K -$63.9K -622 -13%
RWA
1146
River Wealth Advisors
Pennsylvania
$430K – – –
HWA
1147
Heritage Wealth Advisors
Virginia
$429K -$158K -1,540 -27%
V
1148
Veritable
Delaware
$429K – – –
WFA
1149
Wade Financial Advisory
California
$429K +$3.08K +30 +0.7%
TC
1150
Tenret Company
Florida
$428K -$9.3M -90,485 -96%
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