AGG icon

iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1401
Waters Parkerson & Co
Louisiana
$246K – – –
QS
1402
Quantitative Strategies
California
$246K +$248K +2,509 New
WI
1403
Wedgewood Investors
Pennsylvania
$244K – – –
SWMP
1404
Signature Wealth Management Partners
New Jersey
$244K +$246K +2,486 New
LWP
1405
Lumature Wealth Partners
Georgia
$243K -$7.22K -73 -3%
CFS
1406
CRA Financial Services
New Jersey
$242K -$1.98K -20 -0.8%
AFG
1407
AFS Financial Group
Maryland
$241K +$2.87K +29 +1%
CFO
1408
CVA Family Office
Colorado
$241K +$16.3K +165 +7%
NL
1409
Navalign LLC
California
$241K – – –
ClearBridge Investments
1410
ClearBridge Investments
New York
$241K +$5.04K +51 +2%
HCA
1411
Horan Capital Advisors
Ohio
$239K -$2.47K -25 -1%
MFT
1412
Moisand Fitzgerald Tamayo
Florida
$238K – – –
HBW
1413
Hazlett, Burt & Watson
West Virginia
$235K +$236K +2,390 New
Barclays
1414
Barclays
United Kingdom
$235K -$15.5M -157,274 -98%
BSB
1415
Bangor Savings Bank
Maine
$230K -$47.9K -485 -17%
SOAG
1416
Silver Oak Advisory Group
Oregon
$230K +$3.16K +32 +1%
HIS
1417
Harvest Investment Services
Illinois
$230K +$232K +2,348 New
FFA
1418
Founders Financial Alliance
North Carolina
$230K +$40.6K +411 +21%
ARG
1419
Advisory Resource Group
Oklahoma
$229K +$2.87K +29 +1%
FWP
1420
Falcon Wealth Planning
California
$229K +$14K +142 +6%
AA
1421
ACT Advisors
North Carolina
$229K -$180K -1,825 -44%
CWM
1422
Cranbrook Wealth Management
Michigan
$228K – – –
SAM
1423
SignalPoint Asset Management
Missouri
$228K +$8.7K +88 +4%
FANJ
1424
Financial Architects (New Jersey)
New Jersey
$227K +$229K +2,316 New
AMIM
1425
Aull & Monroe Investment Management
Alabama
$227K – – –