AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1451
Independent Family Office
New York
$294K – – –
CWA
1452
Continuum Wealth Advisors
New York
$292K -$13.4M -138,556 -98%
HNWA
1453
Henrickson Nauta Wealth Advisors
Michigan
$290K -$33K -342 -10%
BW
1454
Basepoint Wealth
Iowa
$290K +$2.12K +22 +0.7%
HFS
1455
Hoge Financial Services
Pennsylvania
$289K +$2.61K +27 +0.9%
MAM
1456
Milestone Asset Management
Pennsylvania
$287K -$45.3K -469 -14%
JIC
1457
Joel Isaacson & Co
New York
$286K +$2.61K +27 +0.9%
ZIG
1458
Zullo Investment Group
Pennsylvania
$286K -$16.2K -168 -5%
NAS
1459
Nicolet Advisory Services
Wisconsin
$286K -$1.64K -17 -0.6%
S
1460
Sachetta
Massachusetts
$285K +$32.4K +336 +13%
GWM
1461
Gray Wealth Management
Maine
$285K – – –
AC
1462
Avestar Capital
New York
$284K – – –
HWM
1463
HFG Wealth Management
Texas
$284K +$282K +2,921 New
GWAG
1464
Garrett Wealth Advisory Group
Texas
$284K +$282K +2,921 New
TCOTS
1465
Trust Company of the South
North Carolina
$283K – – –
FWA
1466
FSM Wealth Advisors
Ohio
$283K -$26.4K -273 -9%
TYCC
1467
Texas Yale Capital Corp
Florida
$282K +$1.93K +20 +0.7%
B
1468
Bensler
Washington
$282K +$22.5K +233 +9%
AC
1469
Abbrea Capital
California
$281K -$122K -1,268 -30%
EHC
1470
Everett Harris & Co
California
$281K -$19.3K -200 -6%
AFA
1471
American Financial Advisors
Georgia
$280K +$1.83K +19 +0.7%
TFP
1472
Tilia Fiduciary Partners
North Carolina
$280K +$278K +2,885 New
MWA
1473
Midland Wealth Advisors
Illinois
$277K +$72.9K +755 +36%
IPW
1474
Impact Partnership Wealth
Georgia
$276K +$103K +1,069 +60%
BBA
1475
Braun-Bostich & Associates
Pennsylvania
$275K -$41.2K -427 -13%
57 58
59
60 61