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
AFC
1976
Ares Financial Consulting
California
$84.4K +$84.8K +845 New
AIC
1977
Archer Investment Corporation
Indiana
$83.9K – – –
AEPWM
1978
Atlantic Edge Private Wealth Management
Florida
$81.9K – – –
ACA
1979
American Capital Advisory
Idaho
$81K – – –
OCM
1980
Orion Capital Management
California
$80.6K -$22.7K -226 -22%
TCM
1981
Tradewinds Capital Management
Washington
$80.4K – – –
FFA
1982
Founders Financial Alliance
North Carolina
$78.9K -$148K -1,472 -65%
KA
1983
Kozak & Associates
Colorado
$78.9K -$46.5K -463 -37%
MWA
1984
Medallion Wealth Advisors
Connecticut
$76.5K +$100 +1 +0.1%
KC
1985
Knuff & Co
California
$75.9K -$306K -3,045 -80%
DCM
1986
Dorato Capital Management
Colorado
$75.1K +$75.1K +748 New
YAL
1987
Your Advocates Ltd
Texas
$74.9K +$62K +618 +468%
AWA
1988
American Wealth Advisors
Georgia
$73.6K +$1K +10 +1%
WA
1989
Walsh & Associates
Florida
$70.2K +$70.5K +703 New
SWA
1990
Strategic Wealth Advisors
Arizona
$70K +$71.2K +710 New
JFA
1991
JNBA Financial Advisors
Minnesota
$66.5K – – –
PFBT
1992
Parkside Financial Bank & Trust
Missouri
$65.4K – – –
BLC
1993
Brown, Lisle/Cummings
Rhode Island
$64.9K – – –
AWM
1994
Activest Wealth Management
Florida
$62.6K +$502 +5 +0.8%
BWM
1995
Bullock Wealth Management
Indiana
$62.4K -$2.01K -20 -3%
TWD
1996
True Wealth Design
Ohio
$60.9K +$61.2K +610 New
BW
1997
Basepoint Wealth
Iowa
$60.9K -$252K -2,511 -80%
IAS
1998
IMA Advisory Services
Colorado
$60.3K – – –
HB
1999
Horizon Bancorp
Indiana
$60K +$60.3K +601 New
NWM
2000
Navigoe Wealth Management
California
$54K – – –
78 79
80
81 82