iShares Intl Aggregate BondIAGGETF
13F holders, Q3 2025 (September 30)576holders +19
67new positions
39sold out
4famous investors
$50.58avg. 13F price*
At the end of Q3 2025, 576 institutions reported holding iShares Intl Aggregate Bond (IAGG) in their 13F filings, up 19 from Q2 2025. 67 opened new positions and 39 sold out. The largest holders were Envestnet Asset Management Inc. ($1.1B), JPMorgan Chase & Co. ($995.4M) and BlackRock, Inc. ($934.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Intl Aggregate Bond
- CUSIP
- 46435G672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $55.3M |
| Exits | 39 | $27.6M |
All 13F filers, Q2 2025 → Q3 2025: 16,291,443 shares bought and 4,236,977 shares sold, net +12,054,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 576 holders
| Envestnet Asset Management Inc. | 0.33% | Add +5.5% | 22,186,405 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +9.8% | 19,430,043 | $995.4M |
| BlackRock, Inc. | 0.02% | Reduce -9.9% | 18,238,638 | $934.4M |
| Financial Engines Advisors L.L.C. | 1.50% | Add +5.7% | 15,375,354 | $787.7M |
| LPL Financial LLC | 0.14% | Add +13.2% | 9,166,041 | $469.6M |
| Matson Money. Inc. | 14.83% | Add +3.0% | 8,792,164 | $450.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.68% | No change | 5,583,011 | $262.8M |
| WealthNavi Inc. | 2.07% | Add +14.7% | 4,355,338 | $223.1M |
| Bank of America Corp. | 0.01% | Add +1.9% | 3,297,574 | $168.9M |
| Morgan Stanley | 0.01% | Add +18.5% | 2,851,049 | $146.1M |
| Mather Group, Llc. | 1.22% | Add +4.8% | 2,352,657 | $120.5M |
| Ameriprise Financial Inc. | 0.03% | Add +67.9% | 2,209,749 | $113.1M |
| Envestnet Portfolio Solutions, Inc. | 0.41% | Reduce -0.0% | 2,195,648 | $112.5M |
| Jones Financial Companies LLLP | 0.08% | Add +6.0% | 2,166,492 | $111.0M |
| Cwm, LLC | 0.32% | Add +4.1% | 2,090,068 | $107.1M |
| Cetera Investment Advisers | 0.12% | Add +17.3% | 2,030,942 | $104.0M |
| SageView Advisory Group, LLC | 3.52% | Add +1.3% | 1,993,466 | $102.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -3.2% | 1,867,173 | $95.7M |
| Janus Henderson Group PLC | 0.04% | Add +11.8% | 1,828,326 | $93.7M |
| Park Avenue Securities LLC | 0.71% | Add +2.6% | 1,766,685 | $90.5M |
| Alliancebernstein L.P. | 0.03% | Reduce -10.6% | 1,585,188 | $81.2M |
| Betterment LLC | 0.15% | Add +1.1% | 1,482,783 | $76.0M |
| MML Investors Services, LLC | 0.18% | Reduce -0.0% | 1,280,467 | $65.6M |
| Janney Montgomery Scott LLC | 0.16% | Add +35.7% | 1,280,144 | $65.6M |
| Bank of New York Mellon Corp | 0.01% | Add +16.7% | 1,238,543 | $63.5M |
| N.E.W. Advisory Services LLC | 5.19% | Add +6.9% | 1,134,706 | $58.1M |
| Jane Street Group, LLC | 0.07% | Add +104.3% | 1,080,074 | $55.3M |
| GeoWealth Management, LLC | 1.86% | Reduce -3.9% | 993,330 | $50.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Reduce -4.0% | 957,766 | $49.1M |
| Royal Bank of Canada | 0.01% | Add +13.0% | 923,716 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.7% | 919,522 | $47.1M |
| Stratos Investment Management, LLC | 1.87% | Add +22.7% | 885,065 | $45.3M |
| United Capital Financial Advisors, LLC | 0.31% | Add +2.2% | 842,290 | $43.2M |
| NewEdge Advisors, LLC | 0.19% | Add +12.9% | 824,904 | $42.3M |
| GDS Wealth Management | 2.62% | Add +8.1% | 776,084 | $39.8M |
| Savant Capital, LLC | 0.24% | Add +2.5% | 766,791 | $39.3M |
| Boston Standard Wealth Management, LLC | 6.36% | Add +3.3% | 738,557 | $37.8M |
| Merit Financial Group, LLC | 0.33% | Add +53.2% | 710,280 | $36.4M |
| Prudent Investors Network, Inc. | 8.48% | Add +9.3% | 675,903 | $34.6M |
| Capital Analysts, LLC | 0.92% | Add +3.7% | 612,794 | $31.4M |
| UBS Group AG | 0.01% | Add +19.1% | 604,322 | $31.0M |
| Foundations Investment Advisors, LLC | 0.44% | Add +5.3% | 596,180 | $30.5M |
| Financial Gravity Asset Management, Inc. | 5.71% | — | 565,569 | $29.0M |
| Amarillo National Bank | 4.92% | Add +9.0% | 546,082 | $28.0M |
| Cahaba Wealth Management, Inc. | 2.00% | Add +3.7% | 539,223 | $27.6M |
| JB Capital LLC | 1.18% | Add +12.0% | 536,083 | $27.5M |
| Sanctuary Advisors, LLC | 0.15% | Add +8.8% | 527,597 | $27.0M |
| Assetmark, Inc. | 0.06% | Add +1132.0% | 522,548 | $26.8M |
| Nationwide Fund Advisors | 1.47% | Reduce -1.5% | 521,498 | $26.7M |
| Prime Capital Investment Advisors, LLC | 0.33% | Add +1.9% | 509,651 | $26.1M |
| Modera Wealth Management, LLC | 0.30% | Reduce -0.9% | 505,909 | $25.9M |
| Cerity Partners LLC | 0.04% | Add +13.3% | 499,083 | $25.6M |
| Syon Capital LLC | 1.37% | Reduce -2.8% | 497,450 | $25.5M |
| Osaic Holdings, Inc. | 0.03% | Add +56.0% | 486,578 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +14.0% | 483,066 | $24.7M |
| Silphium Asset Management Ltd | 7.12% | Add +26.0% | 470,000 | $24.1M |
| Modern Wealth Management, LLC | 0.47% | Add +90.4% | 467,934 | $24.0M |
| McKinley Carter Wealth Services, Inc. | 1.25% | Add +3.5% | 465,235 | $23.8M |
| Apella Capital, LLC | 0.47% | Add +31.1% | 410,591 | $21.3M |
| Deutsche Bank AG | 0.01% | Reduce -2.6% | 409,487 | $21.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.4% | 405,029 | $20.7M |
| Apollon Wealth Management, LLC | 0.37% | Add +2.1% | 404,749 | $20.7M |
| Landmark Wealth Management, Inc. | 6.96% | Add +8.7% | 348,182 | $17.8M |
| NYL Investors LLC | 5.75% | Add +0.3% | 326,505 | $16.7M |
| Tiaa Trust, National Association | 0.04% | Add +14.3% | 323,794 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +18.6% | 323,275 | $16.6M |
| Values Added Financial LLC | 7.31% | Add +12.9% | 320,990 | $16.4M |
| Brio Consultants, LLC | 2.20% | Add +2.3% | 312,257 | $16.0M |
| Trinity Wealth Management, LLC | 5.94% | Add +2.4% | 309,127 | $15.8M |
| Truist Financial Corp. | 0.02% | Add +7.9% | 302,510 | $15.5M |
| DORVAL Corp | 5.07% | Add +19.6% | 299,164 | $15.3M |
| Mason & Associates, LLC | 3.84% | No change | 299,543 | $15.3M |
| IHT Wealth Management, LLC | 0.38% | Add +3.2% | 291,470 | $14.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +6034.8% | 289,439 | $14.8M |
| Penobscot Wealth Management | 4.49% | Add +11.9% | 273,041 | $14.0M |
| Equitable Holdings, Inc. | 0.10% | Reduce -30.5% | 272,192 | $13.9M |
| US Bancorp \de | 0.02% | Add +3.9% | 261,887 | $13.4M |
| Main Street Financial Solutions, LLC | 0.85% | Add +5.8% | 260,030 | $13.3M |
| Tectonic Advisors LLC | 0.70% | Add +20.7% | 250,308 | $12.8M |
| Susquehanna International Group, LLP | 0.02% | Add +2285.5% | 240,002 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +108.7% | 236,876 | $12.1M |
| Sharkey, Howes & Javer | 1.55% | Add +20.1% | 235,592 | $12.1M |
| Phillips Financial Management, LLC | 0.79% | Reduce -7.1% | 233,952 | $12.0M |
| Anderson Financial Strategies, LLC | 7.02% | Add +11.7% | 231,356 | $11.9M |
| Austin Private Wealth, LLC | 0.88% | Reduce -1.9% | 224,087 | $11.5M |
| Savvy Advisors, Inc. | 0.53% | Add +711.5% | 223,196 | $11.4M |
| AE Wealth Management LLC | 0.07% | Add +15.9% | 222,954 | $11.4M |
| Occidental Asset Management, LLC | 1.36% | Add +6.3% | 211,982 | $10.9M |
| Octavia Wealth Advisors, LLC | 1.06% | Add +6.7% | 208,127 | $10.7M |
| Kelly Financial Services LLC | 2.71% | Add +11.1% | 204,064 | $10.5M |
| BIP Wealth, LLC | 0.51% | Add +12.5% | 200,162 | $10.3M |
| SteelPeak Wealth, LLC | 0.34% | Add +2.8% | 200,121 | $10.3M |
| Aspect Partners, LLC | 4.58% | Add +8.9% | 196,853 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +57.6% | 195,455 | $10.0M |
| PDS Planning, Inc | 0.69% | Reduce -1.4% | 193,329 | $9.9M |
| Corient Private Wealth LP | 0.02% | Reduce -1.6% | 191,775 | $9.8M |
| Atria Investments, Inc | 0.11% | Add +26.8% | 188,015 | $9.6M |
| Icon Wealth Advisors, LLC | 0.64% | Add +9.0% | 185,093 | $9.5M |
| IFP Advisors, Inc | 0.24% | Reduce -15.4% | 183,361 | $9.4M |
| Stone House Investment Management, LLC | 1.58% | Add +5.0% | 182,662 | $9.4M |
| Horst & Graben Wealth Management LLC | 1.42% | Add +16.0% | 181,869 | $9.3M |
| High Falls Advisors, Inc | 1.88% | Add +6.1% | 178,558 | $9.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +688.5% | 159,308 | $8.2M |
| Marex Group Ltd | 0.10% | New | 156,400 | $8.0M |
| Forum Private Client Group LLC | 2.85% | Reduce -0.5% | 156,047 | $8.0M |
| Ackerman Capital Advisors, LLC | 1.67% | Add +3.4% | 155,677 | $8.0M |
| KWB Wealth | 0.86% | Add +205.1% | 151,461 | $7.7M |
| Integrity Alliance, Llc. | 0.36% | Add +15.9% | 149,617 | $7.7M |
| Boyd Wealth Management, LLC | 3.21% | Add +5.2% | 145,639 | $7.5M |
| Securian Asset Management, Inc. | 0.20% | Add +9.0% | 145,326 | $7.4M |
| Balance Wealth Partners LLC | 1.83% | New | 145,016 | $7.4M |
| Tsfg, LLC | 1.15% | Add +22.4% | 141,322 | $7.2M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +12.8% | 140,690 | $7.2M |
| One Wealth Advisors, LLC | 0.90% | Add +14.2% | 140,079 | $7.2M |
| Dai-ichi Life Holdings, Inc. | 6.79% | New | 137,300 | $7.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +33.2% | 137,133 | $7.0M |
| Arkansas Financial Group, Inc. | 1.03% | Reduce -5.2% | 136,113 | $7.0M |
| Creative Planning | 0.01% | Add +0.1% | 131,393 | $6.7M |
| Appleton Partners Inc. | 0.45% | Add +2.9% | 130,267 | $6.7M |
| Synergy Asset Management, LLC | 0.24% | Add +248.2% | 130,345 | $6.7M |
| PAX Financial Group, LLC | 1.18% | Add +4.7% | 127,340 | $6.5M |
| Lodestar Private Asset Management LLC | 0.68% | Add +2.7% | 126,319 | $6.5M |
| Robinswood Financial LLC | 2.15% | Add +6.4% | 125,870 | $6.4M |
| Capstone Financial Advisors, Inc. | 0.34% | Add +2.7% | 124,141 | $6.4M |
| Kooman & Associates | 1.93% | Reduce -4.2% | 122,326 | $6.3M |
| LifePlan Investment Advisors, Inc. | 2.60% | Add +4.8% | 121,080 | $6.2M |
| Discipline Wealth Solutions, LLC | 1.61% | New | 119,550 | $6.1M |
| Mariner, LLC | 0.01% | Add +24.6% | 118,447 | $6.1M |
| Brooklyn FI, LLC | 1.34% | Reduce -2.3% | 117,056 | $6.0M |
| Trek Financial, LLC | 0.35% | Add +16.6% | 116,287 | $6.0M |
| Keel Point, LLC | 0.34% | Add +6.4% | 108,985 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -1.6% | 104,365 | $5.3M |
| Blue Trust, Inc. | 0.06% | Reduce -12.5% | 102,188 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 101,893 | $5.2M |
| Leo Wealth, LLC | 0.67% | Reduce -16.7% | 101,523 | $5.2M |
| Procyon Advisors, LLC | 0.31% | New | 101,332 | $5.2M |
| Pure Financial Advisors, LLC | 0.08% | Add +0.2% | 101,021 | $5.2M |
| Mgo One Seven LLC | 0.12% | Add +12.1% | 100,751 | $5.2M |
| Advisory Services Network, LLC | 0.08% | Add +8.3% | 100,341 | $5.1M |
| New Capital Management LP | 1.34% | Reduce -3.8% | 99,547 | $5.1M |
| Continuum Advisory, LLC | 0.53% | Add +4.4% | 98,615 | $5.1M |
| Invst, LLC | 0.56% | Add +1.8% | 96,253 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +59.5% | 95,822 | $4.9M |
| BlueStem Wealth Partners, LLC | 0.56% | Add +1.4% | 95,009 | $4.9M |
| &partners | 0.03% | Add +23.6% | 93,337 | $4.8M |
| Keystone Financial Services | 1.45% | Add +3.7% | 91,229 | $4.7M |
| Brookstone Capital Management | 0.06% | Add +16.1% | 90,657 | $4.6M |
| Bay Harbor Wealth Management, LLC | 1.21% | Add +6.9% | 87,208 | $4.5M |
| Beacon Bridge Wealth Partners, LLC | 1.57% | Add +3.3% | 86,139 | $4.4M |
| Clear Creek Financial Management, LLC | 0.38% | Add +1.1% | 86,105 | $4.4M |
| Aletheian Wealth Advisors LLC | 2.02% | Add +24.4% | 84,914 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +23.1% | 84,577 | $4.3M |
| Wiser Wealth Management, Inc | 0.97% | Add +7.2% | 83,211 | $4.3M |
| Vise Technologies, Inc. | 0.16% | Add +44.8% | 81,656 | $4.2M |
| FFG Retirement Advisors LLC | 2.54% | Reduce -8.2% | 79,903 | $4.1M |
| Legacy Financial Group LLC | 0.53% | Add +14.2% | 79,654 | $4.1M |
| Wealth Alliance, LLC | 0.42% | Add +8.6% | 79,479 | $4.1M |
| Quad-Cities Investment Group, LLC | 1.73% | Reduce -2.1% | 79,403 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +0.8% | 79,262 | $4.1M |
| Cobblestone Asset Management LLC | 1.85% | Add +8.5% | 78,919 | $4.0M |
| Paragon Advisors, LLC | 1.04% | Add +31.3% | 78,822 | $4.0M |
| Burt Wealth Advisors | 0.98% | Reduce -0.4% | 78,009 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +191.5% | 77,785 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +45.0% | 77,208 | $4.0M |
| Cardinal Strategic Wealth Guidance | 1.06% | Add +3.7% | 77,024 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +45.4% | 76,365 | $3.9M |
| Apeiron RIA LLC | 0.88% | Add +43.1% | 75,740 | $3.9M |
| PFG Advisors | 0.16% | Add +6.5% | 75,897 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.6% | 75,128 | $3.8M |
| Breakwater Investment Management | 1.42% | Add +11.8% | 75,087 | $3.8M |
| SigFig Wealth Management, LLC | 0.12% | Add +8.2% | 74,990 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -16.8% | 74,093 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 72,779 | $3.7M |
| Keystone Financial Group | 0.28% | Reduce -3.5% | 71,940 | $3.7M |
| Columbus Macro, LLC | 0.41% | Reduce -2.5% | 70,638 | $3.6M |
| JGP Wealth Management, LLC | 0.40% | Add +0.9% | 70,130 | $3.6M |
| Regal Investment Advisors LLC | 0.23% | Add +11.5% | 69,906 | $3.6M |
| Comprehensive Wealth Management, LLC | 2.49% | Add +26.8% | 68,604 | $3.5M |
| Perennial Investment Advisors, LLC | 0.29% | Add +4.2% | 68,396 | $3.5M |
| Summit Wealth Group, LLC | 0.84% | Reduce -3.1% | 68,110 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -43.8% | 67,558 | $3.5M |
| Advus Financial Partners, LLC | 0.82% | Add +108.8% | 66,537 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Add +2.9% | 66,042 | $3.4M |
| Bannerman Wealth Management Group, LLC | 2.48% | Add +6.9% | 65,726 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +3495.5% | 65,222 | $3.3M |
| Raffa Wealth Management, LLC | 0.60% | Add +54.3% | 64,706 | $3.3M |
| Scarborough Advisors, LLC | 0.58% | Add +6.6% | 64,646 | $3.3M |
| Hardy Reed LLC | 0.24% | Add +1.3% | 64,528 | $3.3M |
| Orin Green Financial, LLC | 1.31% | Add +10.7% | 63,956 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +39.5% | 63,206 | $3.2M |
| Principal Securities, Inc. | 0.05% | Add +15.3% | 62,462 | $3.2M |
| Allegheny Financial Group | 0.60% | Reduce -1.6% | 62,413 | $3.2M |
| Full Sail Capital, LLC | 0.18% | Reduce -19.8% | 62,052 | $3.2M |
| Grove Street Fiduciary, LLC | 1.50% | Reduce -2.3% | 62,041 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.38% | Add +10.5% | 59,376 | $3.0M |
| Partners in Financial Planning | 0.52% | Add +1.4% | 58,343 | $3.0M |
| True Vision MN LLC | 1.54% | Add +2.4% | 57,681 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -84.7% | 55,886 | $2.9M |
| Global Retirement Partners, LLC | 0.06% | Add +16.4% | 55,214 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Add +35.5% | 54,906 | $2.8M |
| Investment Partners, LTD. | 0.98% | Add +5.7% | 54,237 | $2.8M |
| Shared Vision Wealth Group LLC | 1.17% | Add +49.2% | 53,340 | $2.8M |
| Blue Barn Wealth, LLC | 1.20% | Reduce -4.1% | 53,327 | $2.7M |
| IFG Advisory, LLC | 0.12% | Add +189.8% | 53,284 | $2.7M |
| Alterna Wealth Management, Inc. | 2.21% | Add +10.8% | 52,411 | $2.7M |
| JT Stratford LLC | 0.36% | Add +412.9% | 51,897 | $2.7M |
| Revisor Wealth Management LLC | 0.92% | Add +13.4% | 51,754 | $2.7M |
| Sovran Advisors, LLC | 0.23% | Add +19.3% | 51,309 | $2.7M |
| Mma Asset Management LLC | 0.88% | Add +1.1% | 51,472 | $2.6M |
| Centurion Wealth Management LLC | 0.60% | Add +19.2% | 51,406 | $2.6M |
| Camelot Technology Advisors, Inc. | 2.11% | Add +13.6% | 51,392 | $2.6M |
| WealthShield Partners, LLC | 0.29% | Add +2.3% | 50,620 | $2.6M |
| Strategic Financial Partners, Ltd. | 1.17% | Reduce -0.4% | 49,836 | $2.6M |
| FC Advisory LLC | 0.75% | Reduce -1.0% | 49,810 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Add +4.9% | 49,087 | $2.5M |
| Midwestern Financial, LLC | 2.16% | Add +4.8% | 49,014 | $2.5M |
| Wealth Advisory Solutions, LLC | 0.60% | Add +2.8% | 48,730 | $2.5M |
| Detalus Advisors, LLC | 0.63% | Reduce -13.2% | 47,876 | $2.5M |
| Compass Financial Group, Inc. | 1.09% | New | 47,479 | $2.4M |
| Stonekeep Investments, LLC | 1.52% | Add +0.7% | 46,885 | $2.4M |
| Simplicity Wealth,LLC | 0.14% | Reduce -47.2% | 46,645 | $2.4M |
| Sage Rhino Capital LLC | 0.45% | Add +4.0% | 45,645 | $2.3M |
| Vertex Planning Partners, LLC | 0.45% | Add +3.1% | 45,564 | $2.3M |
| McIlrath & Eck, LLC | 0.24% | Add +9.9% | 44,594 | $2.3M |
| Ashton Thomas Securities, LLC | 0.32% | New | 44,084 | $2.3M |
| Patriot Investment Management Group, Inc. | 0.14% | Add +1.1% | 43,211 | $2.2M |
| Richard W. Paul & Associates, LLC | 0.75% | Add +0.2% | 42,985 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +55.9% | 42,821 | $2.2M |
| Hoxton Planning & Management, LLC | 0.70% | Add +12.0% | 42,606 | $2.2M |
| Endeavor Private Wealth, Inc. | 0.67% | Add +10.9% | 42,483 | $2.2M |
| Addison Advisors LLC | 0.50% | Reduce -0.6% | 42,458 | $2.2M |
| Corepath Wealth Partners LLC | 1.54% | Add +4.6% | 41,452 | $2.1M |
| Prepared Retirement Institute LLC | 1.05% | Add +32.3% | 39,428 | $2.0M |
| NBT Bank, N.A. | 0.13% | Add +18.0% | 38,231 | $2.0M |
| AlphaStar Capital Management, LLC | 0.17% | Reduce -60.1% | 37,849 | $1.9M |
| Theory Financial LLC | 0.68% | Add +8.8% | 37,137 | $1.9M |
| Csenge Advisory Group | 0.09% | Add +10.3% | 37,191 | $1.9M |
| City State Bank | 0.55% | Reduce -2.6% | 37,075 | $1.9M |
| Kilter Group LLC | 0.88% | Add +9.5% | 36,342 | $1.9M |
| Maia Wealth LLC | 0.31% | Add +21.0% | 35,756 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +7.1% | 35,866 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +1.2% | 35,070 | $1.8M |
| Wedmont Private Capital | 0.07% | Add +0.1% | 35,136 | $1.8M |
| Tradition Wealth Management, LLC | 0.13% | Reduce -3.9% | 35,076 | $1.8M |
| Leavell Investment Management, Inc. | 0.07% | Add +0.5% | 34,245 | $1.8M |
| Vawter Financial, Ltd. | 0.80% | New | 34,244 | $1.8M |
| Liberty Wealth Management LLC | 0.24% | Add +27.4% | 33,710 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +28.4% | 33,213 | $1.7M |
| Atlatl Advisers LLC | 0.68% | Reduce -2.0% | 33,177 | $1.7M |
| Blossom Wealth Management | 2.69% | Add +8.6% | 32,474 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.57% | Add +19.9% | 32,322 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -6.1% | 31,872 | $1.6M |
| Global View Capital Management LLC | 0.35% | Add +9.4% | 31,791 | $1.6M |
| One Wealth Capital Management, LLC | 0.72% | Add +5.0% | 31,287 | $1.6M |
| Bfsg, LLC | 0.15% | Add +0.9% | 31,117 | $1.6M |
| Greenspring Advisors, LLC | 0.28% | — | 31,106 | $1.6M |
| Cornerstone Planning Group LLC | 0.25% | Add +2465.9% | 30,483 | $1.6M |
| Apex Wealth Management, LLC | 1.12% | Add +5.2% | 30,501 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.4% | 30,485 | $1.6M |
| BridgePort Financial Solutions, LLC | 0.42% | Add +27.1% | 30,235 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +490.6% | 30,222 | $1.5M |
| Friedenthal Financial | 0.80% | Reduce -3.3% | 30,129 | $1.5M |
| Hunter Associates Investment Management LLC | 0.21% | Add +17.3% | 28,861 | $1.5M |
| Cypress Wealth Services, LLC | 0.24% | Add +4.3% | 28,317 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.05% | Add +8.8% | 28,191 | $1.4M |
| Swmg, LLC | 0.43% | Add +24.0% | 27,712 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | No change | 1,432,000 | $1.4M |
| Strategic Financial Concepts, LLC | 0.20% | Reduce -1.6% | 27,048 | $1.4M |
| Compton Financial Group, LLC | 0.33% | Reduce -1.6% | 26,808 | $1.4M |
| Copperleaf Capital, LLC | 0.65% | New | 26,628 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +209.1% | 26,555 | $1.4M |
| Advisory Alpha, LLC | 0.04% | Add +3.5% | 26,270 | $1.3M |
| Horizons Wealth Management | 0.92% | Add +14.7% | 26,140 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +134.9% | 26,077 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.52% | Add +71.5% | 25,565 | $1.3M |
| Nwam LLC | 0.07% | Add +18.6% | 25,195 | $1.3M |
| May Hill Capital, LLC | 0.38% | Add +43.0% | 25,277 | $1.3M |
| Exchange Bank | 0.89% | Add +10.8% | 25,043 | $1.3M |
| Gateway Wealth Partners, LLC | 0.17% | Add +10.0% | 25,010 | $1.3M |
| Rothschild Wealth LLC | 0.28% | Add +3.3% | 24,936 | $1.3M |
| HRT Financial LP | 0.00% | New | 24,671 | $1.3M |
| Fullcircle Wealth LLC | 0.44% | Add +14.3% | 24,399 | $1.3M |
| M1 Capital Management LLC | 0.54% | Add +1.7% | 24,258 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -12.3% | 24,232 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +14.0% | 24,116 | $1.2M |
| Factor Wealth Management LTD | 0.31% | Add +18.7% | 23,825 | $1.2M |
| Smartleaf Asset Management LLC | 0.08% | Add +29.7% | 23,703 | $1.2M |
| Columbia River Financial Group, LLC | 0.74% | Add +2.7% | 23,355 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.66% | Add +0.1% | 23,516 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | Add +13.1% | 23,301 | $1.2M |
| Total Wealth Planning, LLC | 0.14% | Add +0.4% | 23,040 | $1.2M |
| WealthPLAN Partners, LLC | 0.17% | Add +12.8% | 22,791 | $1.2M |
| Park Place Capital Corp | 0.25% | Add +18.8% | 22,709 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +116.0% | 22,695 | $1.2M |
| RCS Financial Planning, LLC | 0.51% | Add +33.2% | 22,659 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -8.7% | 22,472 | $1.2M |
| Townsquare Capital LLC | 0.17% | Reduce -6.4% | 21,973 | $1.1M |
| Davis Wealth Advisors, LLC | 1.01% | Add +16.1% | 21,875 | $1.1M |
| Comprehensive Money Management Services LLC | 0.79% | Add +0.6% | 21,785 | $1.1M |
| BCU Wealth Advisors, LLC | 0.45% | Add +12.3% | 21,712 | $1.1M |
| Sachetta, LLC | 0.41% | Reduce -2.1% | 21,664 | $1.1M |
| Lifelong Wealth Advisors, Inc. | 0.33% | Add +7.4% | 21,427 | $1.1M |
| Lido Advisors, LLC | 0.00% | New | 21,184 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +8.3% | 20,916 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Add +6.3% | 20,846 | $1.1M |
| Note Advisors, LLC | 0.63% | Add +3.5% | 20,761 | $1.1M |
| Valpey Financial Services, LLC | 0.67% | Reduce -0.8% | 20,070 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +15.5% | 20,059 | $1.0M |
| Eight 31 Financial, LLC | 0.58% | Add +8.7% | 19,997 | $1.0M |
| Old National Bancorp | 0.02% | Add +2.5% | 19,433 | $996K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +7.5% | 19,312 | $989K |
| Beacon Financial Advisory LLC | 0.22% | Add +54.1% | 18,774 | $962K |
| LexAurum Advisors, LLC | 0.14% | Add +26.5% | 18,744 | $960K |
| Verus Capital Partners, LLC | 0.07% | Add +25.5% | 18,609 | $953K |
| Hexagon Capital Partners LLC | 0.19% | Reduce -2.5% | 18,551 | $950K |
| Regimen Wealth, LLC | 0.28% | Add +1.4% | 18,395 | $942K |
| Stanich Group LLC | 0.57% | New | 18,243 | $935K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -66.6% | 18,037 | $924K |
| First Heartland Consultants, Inc. | 0.07% | Add +6.4% | 18,017 | $923K |
| Harbour Investments, Inc. | 0.02% | Add +24.0% | 17,962 | $920K |
| Waverly Advisors, LLC | 0.01% | Reduce -67.2% | 17,835 | $914K |
| Bush Investment Group, LLC | 0.54% | Add +10.4% | 17,795 | $912K |
| Diversify Advisory Services, LLC | 0.03% | Add +68.1% | 17,574 | $909K |
| Capital Wealth Management, LLC | 0.31% | Add +0.6% | 17,608 | $902K |
| Clearview Wealth Advisors LLC | 0.58% | Add +6.2% | 17,587 | $901K |
| Financial Advocates Investment Management | 0.50% | Reduce -30.3% | 17,430 | $893K |
| American Financial & Tax Strategies Inc. | 0.44% | Reduce -6.3% | 17,305 | $887K |
| Brookwood Investment Group LLC | 0.11% | Add +15.2% | 17,274 | $885K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.3% | 17,157 | $879K |
| Pinion Investment Advisors, LLC | 0.24% | Add +167.8% | 16,793 | $868K |
| Grand Wealth Management, LLC | 0.42% | No change | 16,895 | $866K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 16,689 | $855K |
| Comerica Bank | 0.00% | Add +3.2% | 16,668 | $854K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.5% | 16,319 | $836K |
| Sowell Financial Services LLC | 0.03% | Add +5.3% | 16,143 | $827K |
| Droms Strauss Advisors Inc. /Mo/ | 0.24% | Reduce -1.5% | 15,942 | $817K |
| Tempus Wealth Planning, LLC | 0.19% | Add +36.0% | 15,915 | $815K |
| CGN Advisors LLC | 0.07% | Add +6.0% | 15,866 | $813K |
| BOS Asset Management, LLC | 0.23% | Add +11.9% | 15,854 | $812K |
| Finley Financial, LLC | 0.37% | Add +4.7% | 15,730 | $806K |
| Kickstand Ventures, Llc. | 0.18% | Add +13.4% | 15,652 | $802K |
| World Investment Advisors | 0.02% | Add +4.3% | 15,592 | $799K |
| Bear Mountain Capital, Inc. | 0.26% | Reduce -7.5% | 15,157 | $785K |
| Apollon Financial, LLC | 0.13% | Add +27.1% | 15,271 | $782K |
| Physician Wealth Solutions Inc. | 0.34% | No change | 15,241 | $781K |
| Brand Asset Management Group, Inc. | 0.22% | New | 15,191 | $778K |
| Gen-Wealth Partners Inc | 0.26% | Add +8.9% | 15,180 | $778K |
| Prospect Financial Group LLC | 0.74% | Reduce -0.1% | 14,817 | $759K |
| Range Financial Group LLC | 0.27% | Add +14.0% | 14,641 | $750K |
| Two West Capital Advisors LLC | 0.45% | Add +2.6% | 14,383 | $744K |
| Aspen Wealth Management LLC | 0.16% | Reduce -5.6% | 14,353 | $735K |
| Mutual Advisors, LLC | 0.02% | Add +92.5% | 14,085 | $729K |
| Natixis Advisors, LLC | 0.00% | Add +8.6% | 14,197 | $727K |
| Center For Asset Management LLC | 0.38% | New | 13,953 | $715K |
| Mach-1 Financial Group, LLC | 0.11% | New | 13,942 | $714K |
| Integrity Advisory Solutions, LLC | 0.11% | — | 13,942 | $714K |
| Intergy Private Wealth, LLC | 0.22% | Add +3.1% | 13,818 | $708K |
| RDA Financial Network | 0.17% | Add +7.8% | 13,774 | $706K |
| Caliber Wealth Management, LLC / KS | 0.08% | Add +3.3% | 13,765 | $705K |
| Fifth Third Securities, Inc. | 0.05% | Add +14.5% | 13,737 | $704K |
| Burns Matteson Capital Management, LLC | 0.30% | Reduce -0.1% | 13,729 | $703K |
| Creative Financial Designs Inc. | 0.05% | Add +47.3% | 13,605 | $697K |
| Two Sigma Securities, LLC | 0.10% | New | 13,585 | $696K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -38.3% | 13,491 | $691K |
| CoreCap Advisors, LLC | 0.02% | Add +34.3% | 13,165 | $674K |
| Retirement Wealth Solutions LLC | 0.44% | Add +7.6% | 12,997 | $666K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 12,906 | $661K |
| Curtis Advisory Group, LLC | 0.15% | Reduce -1.7% | 12,761 | $654K |
| Charles Schwab Trust Co | 0.04% | Add +14.4% | 12,760 | $654K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +78.8% | 12,039 | $617K |
| Transcend Capital Advisors, LLC | 0.04% | Add +7.3% | 11,890 | $609K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.2% | 11,833 | $606K |
| Absolute Capital Management, LLC | 0.26% | Add +10.6% | 11,669 | $598K |
| Clark Asset Management, LLC | 0.07% | No change | 11,603 | $594K |
| Maripau Wealth Management LLC | 0.30% | Add +3.5% | 11,484 | $588K |
| Hershey Financial Advisers, LLC | 0.50% | Add +16.0% | 11,474 | $588K |
| Sutton Place Investors LLC | 0.33% | Add +2.2% | 11,171 | $572K |
| Private Trust Co. NA | 0.05% | Add +49.2% | 11,110 | $569K |
| Lifeworks Advisors, LLC | 0.08% | Add +4.2% | 11,087 | $568K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +8.6% | 11,053 | $566K |
| Strategic Investment Advisors / MI | 0.05% | New | 547,776 | $566K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -53.5% | 10,863 | $557K |
| Larson Financial Group LLC | 0.02% | Reduce -28.3% | 10,703 | $548K |
| Tarbox Family Office, Inc. | 0.08% | Reduce -0.0% | 10,619 | $544K |
| Upper Left Wealth Management, LLC | 0.34% | Add +5.3% | 10,614 | $544K |
| Sovereign Financial Group, Inc. | 0.10% | New | 10,240 | $525K |
| Archer Investment Management, LLC | 0.32% | Reduce -18.5% | 10,071 | $516K |
| Bigelow Investment Advisors, LLC | 0.21% | Add +9.1% | 9,996 | $512K |
| Hobbs Wealth Management, LLC | 0.43% | Add +4.9% | 9,995 | $512K |
| Summit Financial Strategies, Inc. | 0.04% | Add +11.2% | 9,944 | $509K |
| Glass Jacobson Investment Advisors llc | 0.18% | Reduce -0.0% | 9,941 | $509K |
| Sigma Planning Corp | 0.01% | Add +0.9% | 9,928 | $509K |
| Synergy Investment Management, LLC | 0.19% | Add +19.8% | 9,905 | $507K |
| Fortis Capital Advisors, LLC | 0.08% | New | 9,900 | $507K |
| Belpointe Asset Management LLC | 0.02% | New | 9,900 | $507K |
| Vested Financial Planning, LLC | 0.41% | Add +12.1% | 9,866 | $505K |
| Aspire Private Capital, LLC | 0.11% | Add +6.4% | 9,711 | $497K |
| Concorde Asset Management, LLC | 0.20% | — | 9,446 | $485K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Add +3.3% | 9,277 | $475K |
| Resurgent Financial Advisors LLC | 0.23% | Add +5.6% | 9,173 | $470K |
| WealthTrak Capital Management LLC | 0.38% | Add +23.2% | 9,099 | $466K |
| Flagstar Securities, Inc. | 0.14% | Reduce -8.0% | 8,903 | $456K |
| Retirement Investment Advisors, Inc. | 0.04% | Add +3.5% | 8,769 | $449K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +24.9% | 8,533 | $437K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -94.1% | 8,412 | $431K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +1.9% | 8,302 | $425K |
| Spire Wealth Management | 0.01% | Reduce -97.1% | 8,153 | $418K |
| DAVENPORT & Co LLC | 0.00% | Add +18.5% | 8,101 | $415K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.4% | 8,061 | $413K |
| Empower Advisory Group, LLC | 0.00% | Add +1.6% | 7,857 | $403K |
| VestGen Investment Management | 0.24% | Add +13.8% | 7,709 | $395K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.3% | 7,702 | $395K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +4.0% | 7,660 | $392K |
| Wealthgarden F.S. LLC | 0.28% | Add +9.3% | 7,547 | $390K |
| Catalina Capital Group, LLC | 0.24% | Add +17.0% | 7,532 | $386K |
| Richmond Investment Services, LLC | 0.07% | Add +43.6% | 7,419 | $380K |
| Carter Financial Group, INC. | 0.23% | Reduce -0.1% | 7,415 | $380K |
| Sharper & Granite LLC | 0.14% | Add +11.9% | 7,400 | $379K |
| Insight Wealth Strategies, LLC | 0.04% | No change | 7,388 | $378K |
| Keebeck Wealth Management | 0.04% | Add +24.9% | 7,366 | $377K |
| W Advisors, LLC | 0.19% | Add +9.8% | 7,177 | $368K |
| Fisher Asset Management | 0.00% | New | 7,165 | $367K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,156 | $367K |
| Eclectic Associates Inc. | 0.07% | Reduce -7.5% | 7,135 | $366K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.0% | 7,095 | $363K |
| ORG Partners LLC | 0.07% | Add +26.4% | 6,941 | $361K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +10.7% | 7,049 | $361K |
| Avantra Family Wealth, Inc. | 0.27% | Add +0.6% | 7,041 | $361K |
| MSH Capital Advisors LLC | 0.10% | New | 7,038 | $361K |
| FMR LLC | 0.00% | Add +36.7% | 7,001 | $359K |
| Global Financial Private Client, LLC | 0.13% | Add +0.2% | 6,967 | $357K |
| Empirical Asset Management, LLC | 0.10% | Add +11.3% | 6,807 | $349K |
| Shepherd Financial Partners LLC | 0.03% | New | 6,767 | $347K |
| Riverbend Wealth Management, LLC | 0.24% | Add +16.5% | 6,753 | $346K |
| UMB Bank, n.a. | 0.01% | No change | 6,734 | $345K |
| Arkadios Wealth Advisors | 0.01% | Add +6.5% | 6,461 | $331K |
| Tenret Co LLC | 0.17% | No change | 6,453 | $331K |
| World Equity Group, Inc. | 0.07% | Add +51.3% | 6,408 | $328K |
| Krilogy Financial LLC | 0.01% | New | 6,321 | $326K |
| Cascade Financial Partners, LLC | 0.04% | No change | 6,339 | $325K |
| W.H. Cornerstone Investments Inc. | 0.20% | No change | 6,318 | $324K |
| Parallel Advisors, LLC | 0.01% | Add +604.0% | 6,294 | $322K |
| Garrison Point Advisors, LLC | 0.13% | No change | 6,150 | $315K |
| LGT Financial Advisors LLC | 0.66% | Add +57.3% | 5,955 | $305K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +18.1% | 5,941 | $304K |
| Advyzon Investment Management, LLC | 0.05% | New | 5,909 | $303K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -9.8% | 5,878 | $301K |
| Kelly Financial Group LLC | 0.08% | Reduce -9.8% | 5,689 | $291K |
| RBA Wealth Management, LLC | 0.10% | Add +9.5% | 5,670 | $290K |
| Level Financial Advisors | 0.08% | No change | 5,666 | $290K |
| Moneco Advisors, LLC | 0.02% | Add +12.0% | 5,607 | $287K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -55.6% | 5,605 | $287K |
| Strategy Asset Managers LLC | 0.05% | New | 5,490 | $281K |
| Fulcrum Equity Management | 0.28% | Add +18.2% | 5,310 | $272K |
| ONE Advisory Partners, LLC | 0.08% | Add +5.5% | 5,211 | $269K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,051 | $259K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.12% | New | 5,043 | $258K |
| Regent Peak Wealth Advisors LLC | 0.05% | — | 5,033 | $258K |
| Blalock Williams, LLC | 0.23% | Add +22.4% | 5,021 | $257K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 5,000 | $256K |
| Blue Capital, Inc. | 0.19% | New | 4,950 | $254K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Add +9.4% | 4,923 | $252K |
| Bright Futures Wealth Management, LLC. | 0.20% | — | 4,832 | $248K |
| Family Investment Center, Inc. | 0.05% | Reduce -0.0% | 4,798 | $246K |
| Pinnacle Family Advisors, LLC | 0.11% | Add +8.9% | 4,730 | $242K |
| Braun-Bostich & Associates Inc. | 0.15% | New | 4,714 | $241K |
| AQR Capital Management | 0.00% | New | 4,692 | $240K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +8.0% | 4,605 | $236K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 4,588 | $235K |
| Composition Wealth, LLC | 0.00% | Reduce -8.0% | 4,564 | $234K |
| Benjamin Edwards Inc. | 0.00% | Reduce -27.7% | 4,565 | $234K |
| Western Financial Corp | 0.10% | Add +1.5% | 4,561 | $234K |
| PFG Investments, LLC | 0.01% | New | 4,495 | $230K |
| Stewardship Advisors, LLC | 0.05% | Add +8.3% | 4,474 | $229K |
| Cape Investment Advisory, Inc. | 0.22% | Add +44.8% | 4,402 | $225K |
| MCF Advisors LLC | 0.01% | No change | 4,353 | $223K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -10.6% | 4,325 | $222K |
| Coldstream Capital Management Inc. | 0.00% | Add +3.9% | 4,100 | $210K |
| Wedbush Securities Inc. | 0.01% | New | 4,084 | $209K |
| Sound Income Strategies, LLC | 0.01% | Add +20.4% | 4,009 | $206K |
| XTX Topco Ltd | 0.01% | New | 4,002 | $205K |
| Emergent Wealth Advisors, LLC | 0.12% | New | 3,967 | $203K |
| Western Wealth Management, LLC | 0.01% | New | 3,934 | $202K |
| Diversified Enterprises, LLC | 0.01% | Reduce -13.1% | 3,916 | $201K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 3,675 | $188K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -6.5% | 3,462 | $177K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 2,973 | $152K |
| Raleigh Capital Management Inc. | 0.06% | Add +3.3% | 2,941 | $151K |
| MAI Capital Management | 0.00% | Reduce -0.8% | 2,341 | $120K |
| Horizon Financial Services, LLC | 0.05% | Reduce -3.7% | 2,108 | $108K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,977 | $101K |
| Financial Consulate, Inc. | 0.01% | New | 1,939 | $99K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,917 | $98K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,858 | $95K |
| Citigroup Inc. | 0.00% | No change | 1,735 | $89K |
| New Republic Capital, LLC | 0.03% | Add +7.3% | 1,695 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | Add +99.3% | 1,644 | $84K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +4.5% | 1,332 | $68K |
| Fairway Wealth LLC | 0.02% | Reduce -27.8% | 1,270 | $65K |
| Lanark Financial, Inc. | 0.01% | Add +117.5% | 1,253 | $64K |
| Ameriflex Group, Inc. | 0.02% | Add +416.5% | 1,224 | $63K |
| Guerra Advisors Inc | 0.02% | New | 1,060 | $54K |
| Caitlin John, LLC | 0.04% | New | 981 | $50K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.9% | 887 | $45K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -18.0% | 869 | $45K |
| Kopp Family Office, LLC | 0.03% | No change | 839 | $43K |
| Evolution Advisers, Inc. | 0.02% | No change | 822 | $42K |
| Y.D. More Investments Ltd | 0.00% | No change | 800 | $41K |
| Hemington Wealth Management | 0.00% | No change | 691 | $35K |
| Pineridge Advisors LLC | 0.01% | No change | 643 | $33K |
| Archer Investment Corp | 0.01% | No change | 590 | $30K |
| TFC Financial Management, Inc. | 0.00% | New | 590 | $30K |
| Pacific Center for Financial Services | 0.01% | New | 568 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 547 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.5% | 544 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Add +61.4% | 418 | $21K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 415 | $21K |
| Bank of Montreal | 0.00% | No change | 400 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | New | 358 | $18K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 337 | $17K |
| Richardson Financial Services Inc. | 0.01% | New | 331 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 322 | $16K |
| Rossby Financial, LCC | 0.01% | New | 296 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 287 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | Add +4.8% | 262 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | New | 256 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 230 | $12K |
| Rice Partnership, LLC | 0.00% | New | 229 | $12K |
| National Bank of Canada | 0.00% | No change | 228 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 217 | $11K |
| Crewe Advisors LLC | 0.00% | New | 215 | $11K |
| Rialto Wealth Management, LLC | 0.00% | No change | 208 | $11K |
| Bangor Savings Bank | 0.00% | New | 205 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 196 | $10K |
| United Financial Planning Group LLC | 0.01% | — | 194 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 193 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -5.3% | 178 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -94.2% | 153 | $8K |
| Avion Wealth | 0.00% | Add +6.1% | 139 | $7K |
| Investors Research Corp | 0.00% | Add +204.7% | 131 | $7K |
| Chapman Financial Group, LLC | 0.00% | New | 122 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 115 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 109 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 107 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -66.9% | 104 | $5K |
| Founders Financial Alliance, LLC | 0.00% | New | 80 | $4K |
| Whittier Trust Co. | 0.00% | New | 79 | $4K |
| Trust Co. of Vermont | 0.00% | New | 78 | $4K |
| Maseco LLP | 0.00% | New | 65 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 64 | $3K |
| CNB Bank | 0.00% | No change | 64 | $3K |
| Cary Street Partners Financial LLC | 0.00% | Add +22.9% | 59 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 59 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.5% | 55 | $3K |
| Eastern Bank | 0.00% | Reduce -50.0% | 54 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 53 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 48 | $2K |
| Team Financial Group, LLC | 0.00% | No change | 47 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 47 | $2K |
| Compass Financial Services Inc | 0.00% | New | 46 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 32 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 28 | $1K |
| Clark Wealth Partners | 0.00% | New | 28 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 26 | $1K |
| Chelsea Counsel Co. | 0.00% | New | 19 | $974 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $820 |
| Imprint Wealth LLC | 0.00% | — | 12 | $615 |
| Strategic Advocates LLC | 0.00% | New | 12 | $615 |
| Financial Life Planners | 0.00% | New | 9 | $481 |
| Copia Wealth Management | 0.00% | No change | 9 | $461 |
| American National Bank & Trust | 0.00% | Reduce -93.6% | 7 | $359 |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +600.0% | 7 | $359 |
| Quadrant Capital Group LLC | 0.00% | New | 3 | $156 |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $154 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 3 | $135 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 2 | $102 |
"% of holder's portfolio" is IAGG's weight in each manager's 13F, not the share of iShares Intl Aggregate Bond the manager owns.