We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1501
BlueStem Wealth Partners
Minnesota
$490K -$16K -162 -3%
BRIA
1502
Balanced Rock Investment Advisors
Massachusetts
$490K -$26K -263 -5%
HWAM
1503
Hennion & Walsh Asset Management
New Jersey
$490K +$30.4K +307 +7%
CD
1504
Chapin Davis
Maryland
$489K -$6.33K -64 -1%
RFA
1505
Resurgent Financial Advisors
Georgia
$489K +$9.2K +93 +2%
WS
1506
Wilian Securities
Minnesota
$488K +$488K +4,932 New
PA
1507
Promethium Advisors
Maryland
$484K +$484K +4,892 New
GPW
1508
Gray Private Wealth
Massachusetts
$484K +$29.7K +300 +7%
SI
1509
Shaker Investments
Ohio
$483K +$483K +4,881 New
BFG
1510
Broussard Financial Group
Louisiana
$483K +$483K +4,879 New
GJIA
1511
Glass Jacobson Investment Advisors
Maryland
$482K +$216K +2,185 +81%
CPG
1512
Cornerstone Planning Group
New Jersey
$482K -$42.2K -427 -8%
TLFA
1513
True Link Financial Advisors
California
$481K – – –
BCM
1514
Brasada Capital Management
Texas
$479K -$132K -1,334 -22%
CAL
1515
Capital Advisors Ltd
Ohio
$478K +$495 +5 +0.1%
CA
1516
Continuum Advisory
Idaho
$478K -$35.9K -363 -7%
Vontobel Holding
1517
Vontobel Holding
Switzerland
$477K +$33.6K +340 +8%
BOPW
1518
Brandywine Oak Private Wealth
Pennsylvania
$477K – – –
OP
1519
Oath Planning
Oklahoma
$475K +$36.3K +367 +8%
RFP
1520
Root Financial Partners
California
$475K +$303K +3,064 +177%
Manulife (Manufacturers Life Insurance)
1521
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$471K – – –
CA
1522
Claro Advisors
Massachusetts
$467K +$104K +1,056 +29%
RWA
1523
Redhawk Wealth Advisors
Minnesota
$466K +$189K +1,912 +68%
FIM
1524
Freedom Investment Management
Connecticut
$464K -$321K -3,246 -41%
PP
1525
Prudential plc
United Kingdom
$463K -$414K -4,185 -47%