AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1651
Human Investing
Oregon
$243K -$15.7K -160 -6%
MA
1652
Mosaic Advisors
Texas
$242K +$2.35K +24 +1%
RMAM
1653
Raab & Moskowitz Asset Management
New Jersey
$242K +$239K +2,441 New
AIP
1654
Almanack Investment Partners
Pennsylvania
$241K +$238K +2,434 New
TCWM
1655
Total Clarity Wealth Management
Illinois
$241K +$25.3K +258 +12%
PPG
1656
Peak Planning Group
Colorado
$241K -$29.5K -301 -11%
C1AG
1657
Client 1st Advisory Group
Florida
$241K – – –
WA
1658
WealthTrust Axiom
Pennsylvania
$240K – – –
OBWP
1659
O'Brien Wealth Partners
Massachusetts
$240K -$20.5K -209 -8%
PWS
1660
Precision Wealth Strategies
Missouri
$240K +$237K +2,420 New
SO
1661
Sierra Ocean
California
$240K – – –
KCM
1662
Kanawha Capital Management
Virginia
$239K -$12K -122 -5%
MFC
1663
Morris Financial Concepts
South Carolina
$238K -$21.9K -224 -9%
HCM
1664
Hengehold Capital Management
Ohio
$238K -$150K -1,526 -39%
FSA
1665
Fort Sheridan Advisors
Illinois
$235K -$17.7K -181 -7%
NG
1666
Novem Group
New York
$235K +$20.7K +211 +10%
FAN
1667
Financial Advisors Network
California
$235K -$5.39K -55 -2%
WFL
1668
Wealth Forward LLC
North Dakota
$233K +$230K +2,346 New
DWM
1669
Daner Wealth Management
Georgia
$233K +$230K +2,350 New
RIL
1670
Rothschild Investment LLC
Illinois
$232K +$6.66K +68 +3%
PWM
1671
Palacios Wealth Management
Florida
$232K – – –
FDW
1672
Fourth Dimension Wealth
Ohio
$232K +$185K +1,885 +416%
FA
1673
Fiduciary Alliance
South Carolina
$232K +$229K +2,334 New
MA
1674
MONECO Advisors
Connecticut
$231K +$2.94K +30 +1%
BOPW
1675
Brandywine Oak Private Wealth
Pennsylvania
$230K -$136K -1,390 -37%
65 66
67
68 69