AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1551
Parkshore Wealth Management
California
$317K +$196 +2 +0.1%
PVI
1552
Pine Valley Investments
New Jersey
$313K +$309K +3,156 New
RA
1553
Rise Advisors
New York
$312K +$13K +133 +4%
SAS
1554
Stelac Advisory Services
New York
$311K – – –
PWP
1555
Perfromance Wealth Partners
Illinois
$311K +$8.13K +83 +3%
CIC
1556
Cutler Investment Counsel
Oregon
$310K +$15.2K +155 +5%
HFA
1557
Hippocratic Financial Advisors
California
$310K – – –
WF
1558
WinCap Financial
Massachusetts
$309K +$305K +3,114 New
TPW
1559
Talon Private Wealth
Florida
$309K +$34K +347 +13%
BW
1560
Basepoint Wealth
Iowa
$307K +$3.14K +32 +1%
CGA
1561
Crescent Grove Advisors
Illinois
$307K -$7.45K -76 -2%
MFG
1562
Magnus Financial Group
New York
$306K -$84.2K -859 -22%
SDWMA
1563
Schneider Downs Wealth Management Advisors
Pennsylvania
$305K -$5.98K -61 -2%
IPW
1564
Impact Partnership Wealth
Georgia
$305K -$89.7K -915 -23%
SC
1565
Stephenson & Company
California
$305K – – –
ACM
1566
Absolute Capital Management
Pennsylvania
$304K +$72.2K +737 +32%
BFA
1567
Beaumont Financial Advisors
Massachusetts
$304K -$84.8K -865 -22%
ACA
1568
Affinity Capital Advisors
California
$302K -$28.1K -287 -9%
EB
1569
Eastern Bank
Massachusetts
$302K +$132K +1,345 +79%
LDB
1570
Lee, Danner & Bass
Tennessee
$302K -$809K -8,257 -73%
IFO
1571
Independent Family Office
New York
$301K – – –
CF
1572
Centaurus Financial
California
$300K +$33.3K +340 +13%
GWANC
1573
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K +$165K +1,683 +126%
GCM
1574
Gables Capital Management
Florida
$298K – – –
RCM
1575
Radnor Capital Management
Pennsylvania
$297K -$50.5K -515 -15%
61 62
63
64 65