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
RFW
1826
Rainier Family Wealth
Washington
$232K +$233K +2,326 New
BOPW
1827
Brandywine Oak Private Wealth
Pennsylvania
$232K – – –
AWM
1828
Able Wealth Management
New Jersey
$231K +$27.2K +271 +13%
CFG
1829
Cassilly Financial Group
Maryland
$231K +$232K +2,314 New
AIA
1830
Allied Investment Advisors
Montana
$231K – – –
CFD
1831
Creative Financial Designs
Indiana
$230K -$10.1K -101 -4%
PWMA
1832
Pension & Wealth Management Advisors
Massachusetts
$230K -$46K -458 -17%
NRC
1833
New Republic Capital
North Carolina
$230K +$230K +2,289 +19,075%
HIIFS
1834
Harel Insurance Investments & Financial Services
Israel
$228K +$6.82K +68 +3%
AFA
1835
American Financial Advisors
Georgia
$228K -$17.2K -171 -7%
VCM
1836
Vivaldi Capital Management
Illinois
$226K -$43K -429 -16%
BPC
1837
Banque Pictet & Cie
Switzerland
$226K – – –
CAC
1838
Certified Advisory Corp
Florida
$225K -$19.8K -197 -8%
HCM
1839
Hengehold Capital Management
Ohio
$224K +$4.92K +49 +2%
SWM
1840
SilverOak Wealth Management
Minnesota
$223K – – –
ACM
1841
Aspen Capital Management
Idaho
$223K +$224K +2,229 New
I
1842
INVST
Indiana
$221K +$8.93K +89 +4%
3AM
1843
3EDGE Asset Management
Florida
$221K – – –
FGA
1844
Fortis Group Advisors
New Jersey
$220K -$13.1K -131 -6%
LWM
1845
Lyell Wealth Management
California
$219K -$44.2K -440 -17%
RIL
1846
Rothschild Investment LLC
Illinois
$219K -$24.7K -246 -10%
PA
1847
Promethium Advisors
Maryland
$219K – – –
KFGK
1848
Keystone Financial Group (Kentucky)
Kentucky
$219K +$220K +2,190 New
IPW
1849
Impact Partnership Wealth
Georgia
$218K -$22.8K -227 -9%
OWM
1850
OneAscent Wealth Management
Alabama
$217K +$218K +2,174 New
72 73
74
75 76