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
LIG
1201
Lokken Investment Group
Delaware
$610K +$64.7K +661 +12%
BWG
1202
Boomfish Wealth Group
Georgia
$608K +$608K +6,209 New
WW
1203
Westshore Wealth
California
$608K +$299K +3,058 +97%
AP
1204
Americana Partners
Texas
$599K +$153K +1,563 +34%
FAM
1205
Family Asset Management
South Carolina
$597K +$30.5K +312 +5%
RT
1206
Rockland Trust
Massachusetts
$597K – – –
TCWM
1207
Total Clarity Wealth Management
Illinois
$597K +$70.2K +717 +13%
T
1208
Tidemark
California
$595K +$141K +1,442 +31%
PS
1209
Planned Solutions
California
$593K -$4.01K -41 -0.7%
WP
1210
WealthPLAN Partners
Nebraska
$593K -$5.68K -58 -0.9%
APWA
1211
Atlas Private Wealth Advisors
New Jersey
$592K -$667K -6,817 -53%
CSIA
1212
Charles Schwab Investment Advisory
California
$584K +$42.4K +433 +8%
LWM
1213
LJI Wealth Management
Indiana
$583K +$39.7K +406 +7%
MWA
1214
MN Wealth Advisors
Kansas
$580K -$37.3K -381 -6%
GLA
1215
Good Life Advisors
Pennsylvania
$579K -$881 -9 -0.2%
EFG
1216
Ehrlich Financial Group
California
$577K +$352K +3,598 +157%
CA
1217
Cornerstone Advisory
Maryland
$577K +$140K +1,433 +32%
SFG
1218
Sovereign Financial Group
Connecticut
$576K +$80K +817 +16%
OWM
1219
OneAscent Wealth Management
Alabama
$574K +$31.5K +322 +6%
SMA
1220
Sage Mountain Advisors
Georgia
$574K +$456K +4,660 +389%
BCP
1221
Berkeley Capital Partners
Georgia
$572K +$572K +5,840 New
NW
1222
Naviter Wealth
Arkansas
$569K -$16.9K -173 -3%
ICM
1223
IMS Capital Management
Oregon
$568K +$567K +5,798 New
FWP
1224
FAS Wealth Partners
Kansas
$564K -$178K -1,817 -24%
PAM
1225
Palisade Asset Management
Minnesota
$563K -$383K -3,912 -41%
47 48
49
50 51