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
4WM
1201
4J Wealth Management
Virginia
$321K +$320K +2,716 New
RG
1202
Rathbones Group
United Kingdom
$320K – – –
HCP
1203
Hexagon Capital Partners
Arkansas
$319K -$10K -85 -3%
SBIA
1204
Sheaff Brock Investment Advisors
Indiana
$319K – – –
SFC
1205
SYM Financial Corp
Indiana
$319K +$3.06K +26 +1%
PWP
1206
Principle Wealth Partners
Connecticut
$319K +$318K +2,696 New
NPT
1207
Nixon Peabody Trust
Massachusetts
$317K +$21.4K +182 +7%
MWM
1208
Modera Wealth Management
New Jersey
$317K +$44.3K +376 +16%
DP
1209
Dearborn Partners
Illinois
$316K – – –
BFG
1210
Beacon Financial Group
Texas
$315K – – –
PBF
1211
Petix & Botte Financial
California
$315K +$118 +1 +0%
LWM
1212
Lyell Wealth Management
California
$315K +$83.5K +709 +36%
BOTW
1213
Bank of the West
California
$314K -$49K -416 -14%
FWIA
1214
Fort Washington Investment Advisors
Ohio
$314K +$1.18K +10 +0.4%
NEPPG
1215
New England Professional Planning Group
Rhode Island
$314K +$314K +2,668 New
RI
1216
Ridgewood Investments
New Jersey
$312K – – –
OWA
1217
Octavia Wealth Advisors
Ohio
$312K +$311K +2,637 New
WI
1218
Wedgewood Investors
Pennsylvania
$310K – – –
WPC
1219
Waters Parkerson & Co
Louisiana
$306K +$5.89K +50 +2%
CPSC
1220
Carl P. Sherr & Co
Massachusetts
$296K – – –
SB
1221
Simmons Bank
Arkansas
$293K -$26.5K -225 -8%
AWM
1222
Avondale Wealth Management
Texas
$293K – – –
CWM
1223
Cordatus Wealth Management
Pennsylvania
$291K -$124K -1,052 -30%
JCM
1224
Janney Capital Management
Pennsylvania
$287K -$236 -2 -0.1%
HVM
1225
Harvest Volatility Management
Connecticut
$287K +$286K +2,427 New
47 48
49
50 51