AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Patron Partners
Texas
$468K -$18.2K -189 -4%
BWP
1302
Bernardo Wealth Planning
Pennsylvania
$464K -$60.1K -623 -12%
AP
1303
Americana Partners
Texas
$462K -$131K -1,356 -22%
MYIA
1304
Mount Yale Investment Advisors
Colorado
$460K -$11.2K -116 -2%
FCA
1305
Fortis Capital Advisors
Kansas
$459K -$68K -704 -13%
GC
1306
GFG Capital
Florida
$456K – – –
EWA
1307
EverSource Wealth Advisors
Alabama
$456K +$5.6K +58 +1%
BFA
1308
Beaumont Financial Advisors
Massachusetts
$455K +$13.5K +140 +3%
MWM
1309
Melfa Wealth Management
Massachusetts
$454K +$23K +238 +5%
RFA
1310
RTD Financial Advisors
Pennsylvania
$452K +$450K +4,660 New
MI
1311
Motiv8 Investments
Florida
$452K +$25.4K +263 +6%
VFPI
1312
Vantage Financial Partners (Illinois)
Illinois
$451K +$290 +3 +0.1%
NCM
1313
Noesis Capital Mangement
Florida
$450K +$150K +1,559 +51%
OFG
1314
Oxford Financial Group
Indiana
$449K +$143K +1,479 +47%
SA
1315
Strategic Advocates
Utah
$447K -$1.46M -15,155 -77%
HHGA
1316
Halbert Hargrove Global Advisors
California
$447K +$4.05K +42 +0.9%
CCG
1317
Coastwise Capital Group
California
$446K -$7.43K -77 -2%
SF
1318
SWP Financial
California
$446K -$7.54M -78,141 -94%
DFA
1319
Davies Financial Advisors
California
$446K -$2.96M -30,700 -87%
CD
1320
Chapin Davis
Maryland
$446K +$386 +4 +0.1%
JWCA
1321
J.W. Coons Advisors
Ohio
$445K – – –
GAB
1322
German American Bancorp
Indiana
$441K – – –
GS
1323
GTS Securities
Florida
$435K +$433K +4,485 New
WAM
1324
Worth Asset Management
Texas
$435K +$432K +4,477 New
CA
1325
Continuum Advisory
Idaho
$433K +$37.1K +384 +9%
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