AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1476
Defined Wealth Management
Oregon
$382K +$17.8K +182 +5%
PAA
1477
Peregrine Asset Advisers
Oregon
$382K -$48K -490 -11%
RIG
1478
RiverFront Investment Group
Virginia
$381K -$477K -4,865 -56%
MHR
1479
Matthew Hamilton Rosenberg
$381K -$77.5K -791 -17%
JIC
1480
Joel Isaacson & Co
New York
$380K -$6.96K -71 -2%
FSA
1481
Financial Sense Advisors
California
$374K +$6.86K +70 +2%
SSA
1482
SSA Swiss Advisors
$373K -$105K -1,073 -22%
BCG
1483
Bravias Capital Group
New Jersey
$372K -$34.6K -353 -9%
APA
1484
Astoria Portfolio Advisors
New York
$371K – – –
LCWP
1485
Legacy Capital Wealth Partners
Arkansas
$370K +$2.06K +21 +0.6%
PBF
1486
Petix & Botte Financial
California
$369K +$392 +4 +0.1%
SIM
1487
SSI Investment Management
California
$369K -$6.37K -65 -2%
CCMI
1488
Creative Capital Management Investments
California
$369K – – –
MA
1489
Montag & Associates
Georgia
$365K -$255K -2,600 -41%
TCG
1490
Transcendent Capital Group
Oklahoma
$365K -$6.47K -66 -2%
CIR
1491
Clear Investment Research
Georgia
$365K +$980 +10 +0.3%
SIS
1492
Strategic Investment Solutions
Illinois
$364K -$17.5K -179 -5%
S
1493
Sachetta
Massachusetts
$364K – – –
WAL
1494
W Advisors LLC
Tennessee
$364K -$2.55K -26 -0.7%
SEIA
1495
Signature Estate & Investment Advisors
California
$363K -$186K -1,900 -34%
CBA
1496
Coastal Bridge Advisors
Connecticut
$363K +$28.7K +293 +9%
NSIM
1497
North Star Investment Management
Illinois
$361K +$1.86K +19 +0.5%
NG
1498
Northstar Group
New York
$360K – – –
SPA
1499
Sentinel Pension Advisors
Massachusetts
$360K -$52K -531 -13%
CA
1500
Claro Advisors
Massachusetts
$360K -$142K -1,454 -29%
58 59
60
61 62