AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1401
Gables Capital Management
Florida
$340K -$96.5K -1,000 -22%
NSIM
1402
North Star Investment Management
Illinois
$339K +$2.22K +23 +0.7%
EAM
1403
Evanson Asset Management
California
$338K +$2.99K +31 +0.9%
SDWMA
1404
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K -$53.8K -557 -14%
PIFP
1405
Partners in Financial Planning
Virginia
$334K – – –
BFA
1406
Beacon Financial Advisory
Ohio
$333K +$331K +3,431 New
HCP
1407
Hexagon Capital Partners
Arkansas
$332K +$97 +1 +0%
UWM
1408
USAdvisors Wealth Management
Minnesota
$331K -$19.2K -199 -6%
PWS
1409
Peterson Wealth Services
Utah
$330K -$98.1K -1,016 -23%
WW
1410
Westshore Wealth
California
$329K -$272K -2,817 -45%
WCWM
1411
Willow Creek Wealth Management
California
$328K – – –
PMA
1412
Prudent Man Advisors
Illinois
$326K – – –
PWMG
1413
Private Wealth Management Group
New Jersey
$325K +$323K +3,347 New
SWP
1414
Semus Wealth Partners
Florida
$324K -$7.43K -77 -2%
LWM
1415
Lakeridge Wealth Management
Ohio
$322K +$320K +3,320 New
ACS
1416
Archford Capital Strategies
Illinois
$321K – – –
RFP
1417
Root Financial Partners
California
$321K +$319K +3,304 New
SSW
1418
Stone Summit Wealth
Florida
$320K – – –
AT
1419
Arden Trust
Delaware
$320K -$19.6K -203 -6%
WBC
1420
West Branch Capital
Massachusetts
$320K – – –
TA
1421
TrueWealth Advisors
Alabama
$319K +$32.2K +334 +11%
TPA
1422
Trivium Point Advisory
Connecticut
$319K +$317K +3,283 New
GWM
1423
GDS Wealth Management
Texas
$318K -$119K -1,231 -27%
UBG
1424
United Bank (Georgia)
Georgia
$317K -$10.3K -107 -3%
SCM
1425
Stordahl Capital Management
Colorado
$317K +$12.1K +125 +4%
55 56
57
58 59