We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1701
Boltwood Capital Management
California
$208K – – –
GCL
1702
Gouws Capital LLC
North Carolina
$208K +$205K +2,100 New
RWB
1703
RMR Wealth Builders
New Jersey
$208K +$205K +2,098 New
MG
1704
McHugh Group
Ohio
$207K – – –
Loomis, Sayles & Company
1705
Loomis, Sayles & Company
Massachusetts
$206K -$62.9K -643 -24%
AP
1706
Appleton Partners
Massachusetts
$206K +$204K +2,085 New
PCMF
1707
Private Capital Management (Florida)
Florida
$205K -$1.09M -11,166 -84%
TCOT
1708
Trust Company of Toledo
Ohio
$205K -$57.5K -588 -22%
CCG
1709
Coastwise Capital Group
California
$205K -$275K -2,813 -58%
AFO
1710
Allie Family Office
Florida
$205K +$205K +2,098 New
WDL
1711
Well Done LLC
Michigan
$204K -$66.6K -681 -24%
PHIC
1712
Pine Haven Investment Counsel
Massachusetts
$204K +$202K +2,065 New
VPWA
1713
Vestia Personal Wealth Advisors
Indiana
$204K -$42.3K -433 -17%
RT
1714
Rockland Trust
Massachusetts
$204K -$251K -2,564 -55%
HCA
1715
Harbour Capital Advisors
Virginia
$203K +$200K +2,045 New
PWM
1716
Partners Wealth Management
California
$202K +$200K +2,047 New
FWP
1717
Falcon Wealth Planning
California
$202K +$200K +2,046 New
Evercore Wealth Management
1718
Evercore Wealth Management
New York
$202K +$200K +2,045 New
FS
1719
Financial Symmetry
North Carolina
$202K +$200K +2,045 New
Harel Insurance Investments & Financial Services
1720
Harel Insurance Investments & Financial Services
Israel
$202K +$101K +1,029 +101%
DAM
1721
Delta Asset Management
Tennessee
$202K -$13.2K -135 -6%
MKA
1722
M. Kulyk & Associates
Georgia
$202K +$199K +2,038 New
WCP
1723
Wick Capital Partners
Pennsylvania
$201K +$199K +2,036 New
WIC
1724
Woodmont Investment Counsel
Tennessee
$200K +$198K +2,026 New
BFWM
1725
Bright Futures Wealth Management
New York
$200K +$201K +2,060 New