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
AMIM
1401
Aull & Monroe Investment Management
Alabama
$214K – – –
MFC
1402
Morris Financial Concepts
South Carolina
$214K +$215K +1,875 New
TFGT
1403
TS Financial Group (TSFG)
Illinois
$212K -$12.7K -111 -6%
KWM
1404
Kaydan Wealth Management
Michigan
$212K +$212K +1,856 New
SEP
1405
Southland Equity Partners
Missouri
$211K -$34.3K -300 -14%
SWM
1406
Sugarloaf Wealth Management
Georgia
$211K +$343 +3 +0.2%
BFG
1407
Barber Financial Group
Kansas
$209K – – –
LCM
1408
Liberty Capital Management
Michigan
$209K +$209K +1,829 New
HSG
1409
Helen Stephens Group
Texas
$209K +$210K +1,834 New
PBF
1410
Petix & Botte Financial
California
$208K -$401K -3,508 -66%
SIM
1411
Sadoff Investment Management
Wisconsin
$208K – – –
GIM
1412
Greenwich Investment Management
Connecticut
$208K +$208K +1,819 New
TRIA
1413
Trail Ridge Investment Advisors
Colorado
$208K +$209K +1,827 New
LWANC
1414
Laurel Wealth Advisors (North Carolina)
North Carolina
$207K -$4.58K -40 -2%
ODG
1415
O'Dell Group
Ohio
$207K – – –
IFG
1416
Investors Financial Group
Minnesota
$207K +$207K +1,810 New
BST
1417
Bath Savings Trust
Maine
$207K +$208K +1,815 New
HBT
1418
Hills Bank & Trust
Iowa
$206K +$13.4K +117 +7%
KFC
1419
Klingenstein Fields & Co
New York
$205K -$814K -7,117 -80%
SFPG
1420
Stonebridge Financial Planning Group
Florida
$205K +$114 +1 +0.1%
ES
1421
Eagle Strategies
New York
$205K +$206K +1,800 New
RI
1422
Ridgewood Investments
New Jersey
$204K – – –
DI
1423
Disciplined Investments
Oklahoma
$203K -$44.6K -390 -18%
EWMCB
1424
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$203K +$204K +1,779 New
CSPAM
1425
Cary Street Partners Asset Management
Virginia
$202K – – –
55 56
57
58 59