AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1551
Cottage Street Advisors
Massachusetts
$219K +$1.93K +20 +0.9%
BTIM
1552
BancFirst Trust & Investment Management
Oklahoma
$219K +$217K +2,247 New
WA
1553
WealthTrust Axiom
Pennsylvania
$219K – – –
RIL
1554
Rothschild Investment LLC
Illinois
$218K +$97 +1 +0%
RIG
1555
Ramiah Investment Group
Wisconsin
$218K +$6.76K +70 +3%
CPW
1556
Catalyst Private Wealth
California
$217K – – –
DMIC
1557
Dixon Mitchell Investment Counsel
British Columbia, Canada
$217K – – –
RWA
1558
Redhawk Wealth Advisors
Minnesota
$217K +$7.43K +77 +4%
RMAM
1559
Raab & Moskowitz Asset Management
New Jersey
$216K +$215K +2,228 New
DWM
1560
Dopkins Wealth Management
New York
$215K – – –
TMWM
1561
Taylor & Morgan Wealth Management
Michigan
$215K +$1.83K +19 +0.9%
TCWM
1562
Total Clarity Wealth Management
Illinois
$215K -$375K -3,881 -64%
VPWA
1563
Vestia Personal Wealth Advisors
Indiana
$215K +$214K +2,212 New
AP
1564
Adero Partners
California
$214K – – –
DIA
1565
Davidson Investment Advisors
Montana
$213K -$56.9K -589 -21%
BWM
1566
BNC Wealth Management
Oregon
$213K +$212K +2,195 New
PPC
1567
Park Place Capital
Alabama
$212K -$85.1K -882 -29%
PPW
1568
Parcion Private Wealth
Washington
$212K +$676 +7 +0.3%
AWG
1569
Altus Wealth Group
Colorado
$210K -$411K -4,255 -66%
HA
1570
Herold Advisors
New York
$210K +$1.83K +19 +0.9%
CCA
1571
Cadent Capital Advisors
Oklahoma
$206K +$205K +2,127 New
CP
1572
Canopy Partners
Ohio
$206K -$15.3K -159 -7%
BSB
1573
Bangor Savings Bank
Maine
$206K +$80.6K +835 +65%
TWM
1574
Tanglewood Wealth Management
Texas
$205K – – –
SIM
1575
Stratos Investment Management
Ohio
$204K -$228K -2,364 -53%
61 62
63
64 65