AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1501
Greenleaf Trust
Michigan
$358K +$354K +3,610 New
MCWA
1502
Meadow Creek Wealth Advisors
Georgia
$358K – – –
PJWM
1503
Philip James Wealth Mangement
Georgia
$357K – – –
PSA
1504
Plum Street Advisors
Louisiana
$357K -$74.9K -764 -18%
CAL
1505
Capital Advisors Ltd
Ohio
$357K +$392 +4 +0.1%
EWM
1506
Elevatus Welath Management
New York
$356K -$17M -173,293 -98%
SWP
1507
Semus Wealth Partners
Florida
$355K +$123K +1,260 +54%
MWM
1508
MGB Wealth Management
Texas
$354K +$351K +3,579 New
SF
1509
Strategent Financial
Virginia
$353K -$25.8K -263 -7%
PRA
1510
Pine Ridge Advisers
New York
$351K +$347K +3,543 New
CWS
1511
Cypress Wealth Services
California
$350K -$55.8K -569 -14%
AAS
1512
Annex Advisory Services
Wisconsin
$349K -$56.4K -576 -14%
WA
1513
WP Advisors
California
$349K -$4.79M -48,913 -93%
TWP
1514
Tempus Wealth Planning
California
$348K -$31.1K -317 -8%
LAM
1515
Lewis Asset Management
California
$348K +$344K +3,513 New
BWM
1516
Brickley Wealth Management
California
$348K +$27.2K +278 +9%
EFG
1517
Everhart Financial Group
Ohio
$346K -$6.96K -71 -2%
JFG
1518
Jefferies Financial Group
New York
$344K -$25.9K -264 -7%
CP
1519
Canopy Partners
Ohio
$342K – – –
EDRH
1520
Edmond de Rothschild Holding
Switzerland
$342K – – –
RBC
1521
Romano Brothers & Co
Illinois
$342K – – –
GFG
1522
GR Financial Group
Arizona
$341K -$73.2K -747 -18%
AC
1523
AlphaCore Capital
California
$340K +$296K +3,024 +741%
SWM
1524
Segment Wealth Management
Texas
$340K +$7.84K +80 +2%
NFA
1525
Northwest Financial Advisors
Virginia
$339K -$5.88K -60 -2%
59 60
61
62 63