AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1151
Global Assets Advisory
Florida
$428K +$432K +4,203 New
LNWWM
1152
Laird Norton Wetherby Wealth Management
California
$424K -$48K -467 -10%
SIM
1153
SSI Investment Management
California
$423K -$22.5M -218,543 -98%
SB
1154
Strategic Blueprint
Georgia
$423K +$46.7K +454 +12%
AIM
1155
Alhambra Investment Management
Florida
$419K +$43.5K +423 +11%
MCWA
1156
Meadow Creek Wealth Advisors
Georgia
$418K -$7.19K -70 -2%
IFPG
1157
Intrepid Financial Planning Group
Indiana
$418K +$423K +4,115 New
ORC
1158
O'Rourke & Company
Massachusetts
$417K -$240K -2,331 -36%
PNAA
1159
Pictet North America Advisors
Switzerland
$417K – – –
DAM
1160
Delta Asset Management
Tennessee
$416K -$5.24K -51 -1%
PMA
1161
Prudent Man Advisors
Illinois
$415K – – –
CIP
1162
Chartwell Investment Partners
Pennsylvania
$414K – – –
SFO
1163
Stokes Family Office
Louisiana
$413K -$244K -2,375 -37%
BWP
1164
BSW Wealth Partners
Colorado
$413K -$4.52K -44 -1%
WCFA
1165
Walkner Condon Financial Advisors
Wisconsin
$406K -$155K -1,504 -27%
BA
1166
Bridge Advisory
California
$406K +$105K +1,021 +34%
JCM
1167
Janney Capital Management
Pennsylvania
$406K +$411K +3,997 New
BPWM
1168
Badgley Phelps Wealth Managers
Washington
$398K -$26.1K -254 -6%
UWPG
1169
Ullmann Wealth Partners Group
Florida
$396K -$3.63M -35,302 -90%
TPWM
1170
Twelve Points Wealth Management
Massachusetts
$395K -$17.1K -166 -4%
HCM
1171
Hudson Capital Management
New Jersey
$391K -$16K -156 -4%
SRC
1172
Sage Rhino Capital
California
$391K -$1.75K -17 -0.4%
DWM
1173
Darwin Wealth Management
Florida
$389K -$60.1K -585 -13%
MPCG
1174
Matrix Private Capital Group
New York
$389K +$18.4K +179 +5%
DP
1175
DDD Partners
Washington
$388K -$16.5M -160,830 -98%
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