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
VHAM
201
Van Hulzen Asset Management
California
$26.7M +$2.63M +22,191 +11%
EGWAG
202
Elwood & Goetz Wealth Advisory Group
Georgia
$26.3M +$4.76M +40,148 +22%
FHA
203
First Horizon Advisors
Tennessee
$26.3M +$1.48M +12,465 +6%
MA
204
Mutual Advisors
Nebraska
$26.1M +$2.02M +17,065 +8%
WIP
205
Wellesley Investment Partners
Massachusetts
$25.9M -$20.9K -176 -0.1%
RPG
206
Resource Planning Group
Georgia
$25.8M +$1.12M +9,413 +4%
MTC
207
Matrix Trust Company
Colorado
$25.3M +$490K +4,128 +2%
SIM
208
SSI Investment Management
California
$25.3M -$518K -4,367 -2%
FAAS
209
First Allied Advisory Services
California
$25.2M -$7.77M -65,525 -23%
HCA
210
Heck Capital Advisors
Wisconsin
$25.1M +$541K +4,561 +2%
HI
211
Horizon Investments
North Carolina
$24.8M +$14.1M +119,079 +129%
RWM
212
Ritholtz Wealth Management
New York
$24.8M +$5.36M +45,161 +27%
BWM
213
BerganKDV Wealth Management
Minnesota
$24.7M +$5.86M +49,426 +31%
SWP
214
Stratos Wealth Partners
Ohio
$24.4M +$2.48M +20,910 +11%
PSUF
215
People's United Financial
Connecticut
$24.4M +$12.2K +103 +0%
EC
216
Estate Counselors
Wisconsin
$24.2M -$5.67M -47,800 -19%
RIM
217
Redwood Investment Management
Arizona
$24.1M +$188K +1,586 +0.8%
IWC
218
Integrated Wealth Concepts
Massachusetts
$24.1M +$7.66M +64,534 +46%
CM
219
Cornerstone Management
Georgia
$24.1M +$2.29M +19,281 +10%
DWM
220
Doyle Wealth Management
Florida
$23.7M +$4.6M +38,757 +24%
VWA
221
Visionary Wealth Advisors
Illinois
$23.6M +$3.56M +30,040 +18%
EGA
222
E&G Advisors
Texas
$23.4M +$3.37M +28,431 +17%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$23M +$5.55M +46,758 +32%
VC
224
Vicus Capital
Pennsylvania
$22.9M +$2.21M +18,640 +11%
SWP
225
Summit Wealth Partners
Florida
$22.8M +$9.22M +77,716 +67%
7 8
9
10 11