AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
1301
Brady Family Wealth
Missouri
$351K -$8.4K -85 -2%
GEA
1302
Glen Eagle Advisors
New Jersey
$351K +$54.5K +551 +18%
MIH
1303
Meitav Investment House
Israel
$351K -$25.8K -261 -7%
OL
1304
Optas LLC
Texas
$347K -$36.3K -367 -9%
PC
1305
Prairiewood Capital
North Dakota
$347K +$890 +9 +0.3%
OWA
1306
One Wealth Advisors
California
$347K -$8.3K -84 -2%
LF
1307
Lee Financial
Texas
$344K +$4.25K +43 +1%
CAM
1308
Concorde Asset Management
Michigan
$342K +$346K +3,496 New
PG
1309
Proffitt & Goodson
Tennessee
$341K -$20.4K -206 -6%
RMC
1310
Regis Management Company
California
$339K – – –
PBF
1311
Petix & Botte Financial
California
$337K +$340K +3,436 New
RPWA
1312
Regent Peak Wealth Advisors
Georgia
$333K – – –
VF
1313
Vawter Financial
Ohio
$332K +$108K +1,088 +47%
WCWM
1314
Willow Creek Wealth Management
California
$332K +$1.28K +13 +0.4%
ATI
1315
Act Two Investors
California
$331K +$335K +3,384 New
CMP
1316
Courage Miller Partners
Virginia
$330K +$6.52K +66 +2%
CCG
1317
Coastwise Capital Group
California
$329K -$9.88K -100 -3%
V
1318
Veritable
Delaware
$329K – – –
VVP
1319
Venture Visionary Partners
Ohio
$327K +$28.3K +286 +9%
NSIM
1320
North Star Investment Management
Illinois
$326K +$79.7K +806 +32%
SC
1321
Sepio Capital
Utah
$325K +$107K +1,084 +49%
GCAC
1322
Guardian Capital Advisors (Canada)
Ontario, Canada
$325K +$328K +3,321 New
SSW
1323
Stone Summit Wealth
Florida
$324K +$87.1K +881 +36%
OCFG
1324
O'Connor Financial Group
Illinois
$324K +$327K +3,305 New
FCAG
1325
First Capital Advisors Group
New Jersey
$322K – – –
51 52
53
54 55