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
IFWM
2026
Institute for Wealth Management
Colorado
– -$212K -2,095 Closed
CFA
2027
Cahill Financial Advisors
Minnesota
– -$212K -2,089 Closed
AWG
2028
Altus Wealth Group
Colorado
– -$211K -2,088 Closed
YWM
2029
Yoder Wealth Management
California
– -$208K -2,052 Closed
EWM
2030
Evercore Wealth Management
New York
– -$207K -2,045 Closed
PHIC
2031
Pine Haven Investment Counsel
Massachusetts
– -$207K -2,040 Closed
RWI
2032
Red Wave Investments
Pennsylvania
– -$203K -2,008 Closed
MCG
2033
McCollum Christoferson Group
New York
– -$203K -2,000 Closed
WSCM
2034
Wellington Shields Capital Management
New York
– -$203K -2,000 Closed
GT
2035
Greenleaf Trust
Michigan
– -$202K -1,995 Closed
SFG
2036
Sovereign Financial Group
Connecticut
– -$201K -1,983 Closed
RWM
2037
Reston Wealth Management
Virginia
– -$164K -1,616 Closed
BCM
2038
Blume Capital Management
California
– -$143K -1,416 Closed
MFG
2039
Mendota Financial Group
Wisconsin
– -$141K -1,392 Closed
PMFA
2040
Plante Moran Financial Advisors
Michigan
– -$126K -1,243 Closed
WSC
2041
Wellington Shields & Co
New York
– -$99K -978 Closed
SWC
2042
Spectrum Wealth Counsel
Indiana
– -$78.4K -774 Closed
HWP
2043
Highline Wealth Partners
California
– -$67.9K -670 Closed
WC
2044
Westwind Capital
New Mexico
– -$61K -601 Closed
GGI
2045
Godsey & Gibb Inc
Virginia
– -$58.9K -582 Closed
CYG
2046
Clean Yield Group
Vermont
– -$41.1K -406 Closed
BWP
2047
Baldwin Wealth Partners
Massachusetts
– -$34.6K -342 Closed
CICI
2048
Capital Investment Counsel Inc
North Carolina
– -$24.1K -238 Closed
SVCP
2049
Silicon Valley Capital Partners
California
– -$23.9K -236 Closed
EAM
2050
Eukles Asset Management
Ohio
– -$17.3K -171 Closed
79 80 81
82
83