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
NSIM
1401
North Star Investment Management
Illinois
$339K +$2.22K +23 +0.7%
EAM
1402
Evanson Asset Management
California
$338K +$2.99K +31 +0.9%
SDWMA
1403
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K -$53.8K -557 -14%
PIFP
1404
Partners in Financial Planning
Virginia
$334K – – –
BFA
1405
Beacon Financial Advisory
Ohio
$333K +$331K +3,431 New
HCP
1406
Hexagon Capital Partners
Arkansas
$332K +$97 +1 +0%
UWM
1407
USAdvisors Wealth Management
Minnesota
$331K -$19.2K -199 -6%
PWS
1408
Peterson Wealth Services
Utah
$330K -$98.1K -1,016 -23%
WW
1409
Westshore Wealth
California
$329K -$272K -2,817 -45%
WCWM
1410
Willow Creek Wealth Management
California
$328K – – –
PMA
1411
Prudent Man Advisors
Illinois
$326K – – –
PWMG
1412
Private Wealth Management Group
New Jersey
$325K +$323K +3,347 New
SWP
1413
Semus Wealth Partners
Florida
$324K -$7.43K -77 -2%
LWM
1414
Lakeridge Wealth Management
Ohio
$322K +$320K +3,320 New
ACS
1415
Archford Capital Strategies
Illinois
$321K – – –
RFP
1416
Root Financial Partners
California
$321K +$319K +3,304 New
SSW
1417
Stone Summit Wealth
Florida
$320K – – –
AT
1418
Arden Trust
Delaware
$320K -$19.6K -203 -6%
WBC
1419
West Branch Capital
Massachusetts
$320K – – –
TA
1420
TrueWealth Advisors
Alabama
$319K +$32.2K +334 +11%
TPA
1421
Trivium Point Advisory
Connecticut
$319K +$317K +3,283 New
GWM
1422
GDS Wealth Management
Texas
$318K -$119K -1,231 -27%
UBG
1423
United Bank (Georgia)
Georgia
$317K -$10.3K -107 -3%
SCM
1424
Stordahl Capital Management
Colorado
$317K +$12.1K +125 +4%
MC
1425
Middleton & Co
Massachusetts
$315K -$88.8K -920 -22%
55 56
57
58 59