AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1776
Indiana Trust & Investment Management
Indiana
$138K -$44.6K -450 -25%
DWM
1777
Darwin Wealth Management
Florida
$131K +$24.1K +243 +23%
RDFA
1778
Ritter Daniher Financial Advisory
Ohio
$129K – – –
VWM
1779
Valley Wealth Managers
New Jersey
$128K -$28.1K -283 -18%
TAM
1780
Tucker Asset Management
Colorado
$127K -$367K -3,694 -74%
KA
1781
Kozak & Associates
Colorado
$125K +$124K +1,251 New
OC
1782
Oakworth Capital
Alabama
$122K – – –
NEWAS
1783
N.E.W. Advisory Services
Wisconsin
$118K – – –
SC
1784
Stephens Consulting
Michigan
$118K -$926K -9,332 -89%
NMG
1785
New Millennium Group
Utah
$116K -$4.56K -46 -4%
AF
1786
Alerus Financial
North Dakota
$115K -$73.4M -739,651 -100%
BCV
1787
Banque Cantonale Vaudoise
Switzerland
$110K – – –
SWIM
1788
Smallwood Wealth Investment Management
New Jersey
$104K +$99 +1 +0.1%
CWM
1789
Cranbrook Wealth Management
Michigan
$104K -$35.5K -358 -26%
OCM
1790
Orion Capital Management
California
$104K +$102K +1,033 New
BIM
1791
Breakwater Investment Management
Washington
$104K – – –
HBW
1792
Hazlett, Burt & Watson
West Virginia
$103K +$66.9K +674 +191%
BFO
1793
Biltmore Family Office
North Carolina
$103K -$992 -10 -1%
MFC
1794
Mechanics Financial Corp
Ohio
$100K – – –
PK
1795
Pflug Koory
Nebraska
$98.3K +$12.8K +129 +15%
CFS
1796
Compass Financial Services
Iowa
$92.2K +$26.3K +265 +40%
OFG
1797
Oxford Financial Group
Indiana
$90.9K -$35.3K -356 -28%
GFL
1798
Granite FO LLC
New Hampshire
$90.6K – – –
HWP
1799
Highline Wealth Partners
California
$89.9K +$89K +897 New
TFA
1800
Toth Financial Advisory
Virginia
$88.9K +$54.7K +551 +164%
70 71
72
73 74