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
LA
1226
Latitude Advisors
Florida
$428K +$6.48K +67 +2%
TAM
1227
Tocqueville Asset Management
New York
$427K – – –
HHGA
1228
Halbert Hargrove Global Advisors
California
$426K +$3.87K +40 +0.9%
SWA
1229
SOA Wealth Advisors
New York
$426K -$55.5K -574 -12%
SS
1230
Sunbelt Securities
Texas
$425K +$132K +1,364 +45%
EIA
1231
Edgemoor Investment Advisors
Maryland
$423K -$1.45K -15 -0.3%
WFA
1232
Wellspring Financial Advisors
Ohio
$422K +$421K +4,354 New
BPWM
1233
Badgley Phelps Wealth Managers
Washington
$422K +$55.9K +578 +15%
OWA
1234
Octavia Wealth Advisors
Ohio
$421K +$420K +4,343 New
MCG
1235
McCollum Christoferson Group
New York
$417K – – –
TSWM
1236
Tyler-Stone Wealth Management
Ohio
$415K +$137K +1,418 +50%
MIH
1237
Meitav Investment House
Israel
$415K -$82.3K -851 -17%
CW
1238
CIC Wealth
Maryland
$414K +$413K +4,273 New
FWP
1239
Falcon Wealth Planning
California
$414K -$1.63M -16,888 -80%
AA
1240
ACT Advisors
North Carolina
$414K -$22.9K -237 -5%
HWA
1241
Heritage Wealth Advisors
Virginia
$411K -$774 -8 -0.2%
LWM
1242
Lyell Wealth Management
California
$410K -$447K -4,625 -52%
TBWA
1243
Three Bridge Wealth Advisors
California
$409K -$21.1K -218 -5%
FCM
1244
Family Capital Management
Michigan
$408K +$407K +4,207 New
NEPPG
1245
New England Professional Planning Group
Rhode Island
$406K +$67K +693 +20%
SIM
1246
SSI Investment Management
California
$401K -$2.52K -26 -0.6%
BPC
1247
Banque Pictet & Cie
Switzerland
$398K -$2.68M -27,700 -87%
PNAA
1248
Pictet North America Advisors
Switzerland
$398K – – –
JSW
1249
Journey Strategic Wealth
New Jersey
$397K +$395K +4,089 New
EWMCB
1250
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$395K -$19.9K -206 -5%
48 49
50
51 52