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
BMA
1401
Brooks Moore & Associates
Tennessee
$485K +$492K +5,000 New
VFM
1402
Vision Financial Markets
Connecticut
$485K +$492K +5,000 New
PWM
1403
Power Wealth Management
Georgia
$484K -$46.8K -475 -9%
CIM
1404
Confluence Investment Management
Missouri
$484K +$491K +4,990 New
BFA
1405
Beacon Financial Advisory
Ohio
$482K +$34.4K +349 +8%
NA
1406
Note Advisors
New York
$482K +$490K +4,975 New
PWMG
1407
Pinnacle Wealth Management Group
Michigan
$481K -$271K -2,752 -36%
RWIA
1408
Roger Wittlin Investment Advisory
California
$479K -$396K -4,016 -45%
SI
1409
Sprott Inc
Ontario, Canada
$478K +$47.2K +479 +11%
SOS
1410
Silver Oak Securities
Tennessee
$475K -$111K -1,127 -19%
JWCA
1411
J.W. Coons Advisors
Ohio
$474K +$14K +142 +3%
GA
1412
GSG Advisors
New Jersey
$474K +$5.12K +52 +1%
CCG
1413
Coastwise Capital Group
California
$473K -$8.18K -83 -2%
CMI
1414
Clare Market Investments
Texas
$473K +$37.3K +379 +8%
CD
1415
Chapin Davis
Maryland
$473K – – –
WS
1416
Wela Strategies
Georgia
$473K +$5.93M +60,170 New
LWL
1417
Leo Wealth LLC
Texas
$466K +$5.02K +51 +1%
FNT
1418
First National Trust
Pennsylvania
$465K -$5.02K -51 -1%
IWP
1419
Insight Wealth Partners
Texas
$462K +$157K +1,593 +50%
ACA
1420
Affinity Capital Advisors
California
$462K -$443K -4,497 -48%
WIM
1421
WealthPlan Investment Management
Nebraska
$462K +$469K +4,763 New
ACA
1422
Anchor Capital Advisors
Massachusetts
$460K -$867K -8,800 -65%
GFA
1423
Gallagher Fiduciary Advisors
Illinois
$459K +$162K +1,648 +53%
CF
1424
Copperwynd Financial
Arizona
$453K +$59.5K +604 +15%
HHGA
1425
Halbert Hargrove Global Advisors
California
$453K +$2.86K +29 +0.6%
55 56
57
58 59