We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
1801
Stage Harbor Financial
Massachusetts
– -$3.96M -40,443 Closed
BWM
1802
BCS Wealth Management
Tennessee
– -$3.42M -34,912 Closed
WWS
1803
Wellington Wealth Strategies
Indiana
– -$3.33M -33,955 Closed
GWMIA
1804
Global Wealth Management Investment Advisory
Florida
– -$3.29M -33,555 Closed
APCM
1805
Alaska Permanent Capital Management
Alaska
– -$2.31M -23,632 Closed
H
1806
HoyleCohen
California
– -$2.1M -21,455 Closed
MWM
1807
Meridian Wealth Management
Kentucky
– -$1.82M -18,610 Closed
CAM
1808
Crestone Asset Management
Colorado
– -$1.78M -18,138 Closed
HIC
1809
Hartline Investment Corp
Illinois
– -$1.2M -12,285 Closed
EC
1810
Estate Counselors
Wisconsin
– -$984K -10,045 Closed
CBFP
1811
Cedar Brook Financial Partners
Ohio
– -$901K -9,196 Closed
EWM
1812
Evercore Wealth Management
New York
– -$866K -8,842 Closed
AC
1813
Apella Capital
Connecticut
– -$847K -8,740 Closed
PGF
1814
Plan Group Financial
Oklahoma
– -$846K -8,636 Closed
JF
1815
Jump Financial
Illinois
– -$836K -8,539 Closed
HFA
1816
Highland Financial Advisors
New Jersey
– -$813K -8,296 Closed
SCA
1817
Stillwater Capital Advisors
Pennsylvania
– -$737K -7,530 Closed
AC
1818
Annandale Capital
Texas
– -$670K -6,841 Closed
CSIA
1819
Charles Schwab Investment Advisory
California
– -$584K -5,964 Closed
EFG
1820
Ehrlich Financial Group
California
– -$577K -5,892 Closed
OWM
1821
OneAscent Wealth Management
Alabama
– -$574K -5,864 Closed
CA
1822
CoreCap Advisors
Michigan
– -$559K -5,704 Closed
HA
1823
HC Advisors
Georgia
– -$559K -5,704 Closed
SCG
1824
Sonata Capital Group
Washington
– -$521K -5,321 Closed
AWC
1825
Abundance Wealth Counselors
Pennsylvania
– -$494K -5,048 Closed
71 72
73
74 75