iShares Intl Aggregate BondIAGGETF

13F holders, Q4 2025 (December 31)
635holders +59
60new positions
44sold out
1famous investor
$49.65avg. 13F price*

At the end of Q4 2025, 635 institutions reported holding iShares Intl Aggregate Bond (IAGG) in their 13F filings, up 59 from Q3 2025. 60 opened new positions and 44 sold out. The largest holders were Envestnet Asset Management Inc. ($1.1B), BlackRock, Inc. ($886.3M) and Financial Engines Advisors L.L.C. ($804.5M). One famous investor held it 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

0200400600800 Q1 2024: 343Q1 2024Q2 2024: 352Q2 2024Q3 2024: 361Q3 2024Q4 2024: 389Q4 2024Q1 2025: 381Q1 2025Q2 2025: 557Q2 2025Q3 2025: 576Q3 2025Q4 2025: 635Q4 2025Q1 2026: 671Q1 2026Q2 2026: 565Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions60$87.3M
Exits44$67.7M

All 13F filers, Q3 2025 → Q4 2025: 20,319,975 shares bought and 14,233,613 shares sold, net +6,086,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

Envestnet Asset Management Inc. 0.33% Reduce -0.4% 22,105,377 $1.1B
BlackRock, Inc. 0.02% Reduce -2.8% 17,722,922 $886.3M
Financial Engines Advisors L.L.C. 1.52% Add +4.6% 16,086,101 $804.5M
JPMorgan Chase & Co. 0.03% Reduce -47.8% 10,148,488 $507.5M
LPL Financial LLC 0.14% Add +7.7% 9,875,935 $493.9M
Matson Money. Inc. 14.75% Add +6.0% 9,322,692 $466.8M
Nationwide Fund Advisors 12.58% Add +1026.2% 5,873,118 $293.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Reduce -8.1% 5,129,373 $256.5M
WealthNavi Inc. 2.23% Add +15.9% 5,046,330 $252.4M
Bank of America Corp. 0.02% Add +26.8% 4,180,599 $209.1M
Morgan Stanley 0.01% Add +12.3% 3,200,607 $160.1M
Jane Street Group, LLC 0.16% Add +153.9% 2,741,859 $137.1M
Mather Group, Llc. 1.27% Add +4.4% 2,457,128 $122.9M
Janus Henderson Group PLC 0.05% Add +33.8% 2,446,226 $122.3M
Jones Financial Companies LLLP 0.07% Add +11.6% 2,417,959 $120.9M
Envestnet Portfolio Solutions, Inc. 0.41% Add +7.1% 2,350,604 $117.6M
Ameriprise Financial Inc. 0.03% Add +5.5% 2,331,524 $116.6M
Cetera Investment Advisers 0.12% Add +8.0% 2,193,124 $109.7M
Cwm, LLC 0.30% Add +4.2% 2,178,011 $108.9M
SageView Advisory Group, LLC 3.67% Add +8.9% 2,170,574 $108.6M
Commonwealth Equity Services, LLC 0.13% Add +4.1% 1,944,418 $97.2M
Betterment LLC 0.17% Add +22.7% 1,818,945 $91.0M
Park Avenue Securities LLC 0.77% Add +2.4% 1,808,188 $90.4M
Alliancebernstein L.P. 0.03% Add +0.0% 1,585,258 $79.3M
MML Investors Services, LLC 0.18% Add +15.6% 1,479,805 $74.0M
Bank of New York Mellon Corp 0.01% Add +9.1% 1,351,775 $67.6M
Janney Montgomery Scott LLC 0.15% Add +1.3% 1,297,336 $64.9M
N.E.W. Advisory Services LLC 4.47% Add +6.5% 1,208,835 $60.5M
Royal Bank of Canada 0.01% Add +15.0% 1,061,940 $53.1M
GeoWealth Management, LLC 1.86% Add +1.8% 1,010,731 $50.5M
Charles Schwab Investment Management Inc. 0.01% Add +9.4% 1,006,364 $50.3M
Mirae Asset Global Investments Co., Ltd. 0.13% Reduce -1.2% 946,406 $47.3M
Stratos Investment Management, LLC 1.90% Add +6.9% 945,951 $47.3M
NewEdge Advisors, LLC 0.17% Add +13.1% 933,264 $46.7M
United Capital Financial Advisors, LLC 0.26% Add +2.7% 865,325 $43.3M
GDS Wealth Management 2.64% Add +8.9% 845,544 $42.3M
Prudent Investors Network, Inc. 9.11% Add +17.4% 793,484 $39.7M
Boston Standard Wealth Management, LLC 6.50% Add +6.6% 787,162 $39.4M
Merit Financial Group, LLC 0.31% Add +9.9% 780,508 $39.0M
Savant Capital, LLC 0.22% Add +0.1% 767,477 $38.4M
Osaic Holdings, Inc. 0.06% Add +55.0% 754,007 $37.7M
Raffa Wealth Management, LLC 5.30% Add +964.4% 688,722 $34.4M
True Link Financial Advisors, LLC 2.01% New 660,056 $33.0M
Foundations Investment Advisors, LLC 0.42% Add +8.5% 646,870 $32.3M
UBS Group AG 0.01% Add +5.7% 638,818 $31.9M
Capital Analysts, LLC 0.87% Add +2.2% 626,173 $31.3M
Financial Gravity Asset Management, Inc. 5.90% Add +8.3% 612,666 $30.6M
Assetmark, Inc. 0.06% Add +11.9% 584,883 $29.3M
Cahaba Wealth Management, Inc. 2.01% Add +6.9% 576,454 $28.8M
Amarillo National Bank 5.04% Add +5.1% 573,747 $28.7M
JB Capital LLC 1.14% Add +4.6% 560,569 $28.0M
Cerity Partners LLC 0.04% Add +12.3% 560,332 $28.0M
Prime Capital Investment Advisors, LLC 0.33% Add +5.1% 535,598 $26.8M
Apella Capital, LLC 0.51% Add +26.8% 520,429 $26.0M
Stifel Financial Corp. 0.02% Add +7.2% 517,966 $25.9M
Modera Wealth Management, LLC 0.30% Add +0.8% 510,075 $25.5M
Syon Capital LLC 1.27% Add +2.1% 507,776 $25.4M
Sanctuary Advisors, LLC 0.14% Reduce -6.0% 496,024 $24.8M
Modern Wealth Management, LLC 0.37% Reduce -12.5% 409,615 $20.5M
Apollon Wealth Management, LLC 0.35% Add +0.8% 408,035 $20.4M
Mercer Global Advisors Inc. 0.03% Add +140.7% 383,459 $19.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +11.7% 361,146 $18.1M
Landmark Wealth Management, Inc. 6.67% Add +1.4% 353,246 $17.7M
Mason & Associates, LLC 3.99% Add +17.1% 350,806 $17.5M
DORVAL Corp 5.50% Add +15.2% 344,715 $17.2M
NYL Investors LLC 5.80% Add +4.5% 341,342 $17.1M
Brio Consultants, LLC 2.19% Add +7.8% 336,775 $16.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -17.4% 334,706 $16.7M
Truist Financial Corp. 0.02% Add +10.0% 332,724 $16.6M
BlueStem Wealth Partners, LLC 1.82% Add +246.8% 329,539 $16.5M
IHT Wealth Management, LLC 0.40% Add +12.3% 327,453 $16.4M
Tiaa Trust, National Association 0.04% Add +0.9% 326,649 $16.3M
Trinity Wealth Management, LLC 5.88% Add +3.3% 319,336 $16.0M
McKinley Carter Wealth Services, Inc. 0.87% Reduce -33.3% 310,310 $15.5M
Stadion Money Management, LLC 1.23% New 303,984 $15.2M
Savvy Advisors, Inc. 0.48% Add +33.5% 297,912 $14.9M
Penobscot Wealth Management 4.49% Add +6.3% 290,261 $14.5M
Raymond James Financial Inc. 0.00% Add +20.2% 284,626 $14.2M
US Bancorp \de 0.02% Add +7.4% 281,189 $14.1M
Main Street Financial Solutions, LLC 1.02% Add +4.4% 271,521 $13.6M
Tectonic Advisors LLC 0.71% Add +7.6% 269,308 $13.5M
AE Wealth Management LLC 0.07% Add +12.4% 250,547 $12.5M
Thrivent Financial for Lutherans 0.02% Reduce -13.8% 249,583 $12.5M
Equitable Holdings, Inc. 0.08% Reduce -13.8% 234,563 $11.7M
Farther Finance Advisors, LLC 0.12% Add +69.7% 232,679 $11.6M
PDS Planning, Inc 0.76% Add +18.0% 228,153 $11.4M
Orion Porfolio Solutions, LLC 0.08% Add +16.2% 227,041 $11.4M
Anderson Financial Strategies, LLC 6.58% Reduce -2.1% 226,514 $11.3M
Austin Private Wealth, LLC 0.85% Add +0.9% 226,200 $11.3M
Occidental Asset Management, LLC 1.36% Add +6.4% 225,619 $11.3M
Octavia Wealth Advisors, LLC 1.07% Add +7.4% 223,464 $11.2M
Phillips Financial Management, LLC 0.72% Reduce -5.1% 222,092 $11.1M
Sharkey, Howes & Javer 1.39% Reduce -7.0% 219,022 $11.0M
Creative Planning 0.01% Add +63.2% 214,481 $10.7M
Kelly Financial Services LLC 2.65% Add +3.4% 211,065 $10.6M
BIP Wealth, LLC 0.37% Add +4.4% 208,970 $10.5M
Integrated Wealth Concepts LLC 0.12% Add +514.3% 204,024 $10.2M
IFP Advisors, Inc 0.22% Add +8.4% 198,772 $9.9M
Values Added Financial LLC 4.17% Reduce -38.4% 197,656 $9.9M
Corient Private Wealth LP 0.01% Add +2.8% 197,138 $9.9M
Icon Wealth Advisors, LLC 0.65% Add +4.6% 193,641 $9.7M
SteelPeak Wealth, LLC 0.32% Reduce -3.5% 193,211 $9.7M
Atria Investments, Inc 0.11% Add +2.2% 192,111 $9.6M
Stone House Investment Management, LLC 1.49% Add +5.2% 192,063 $9.6M
High Falls Advisors, Inc 1.91% Add +5.5% 188,334 $9.4M
Horst & Graben Wealth Management LLC 1.40% Add +1.9% 185,361 $9.3M
Mariner, LLC 0.01% Add +53.8% 182,143 $9.1M
KWB Wealth 0.84% Add +16.6% 176,544 $8.8M
Securian Asset Management, Inc. 0.32% Add +14.7% 166,626 $8.3M
Tsfg, LLC 1.24% Add +17.4% 165,920 $8.3M
Integrity Alliance, Llc. 0.30% Add +10.8% 165,851 $8.3M
Forum Private Client Group LLC 2.82% Add +6.1% 165,519 $8.3M
HSBC Holdings PLC 0.00% New 164,725 $8.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.93% — 154,476 $7.7M
Aznar Financial Advisors, LLC 7.38% — 153,494 $7.7M
Old Mission Capital LLC 0.29% New 151,847 $7.6M
Boyd Wealth Management, LLC 3.20% Add +3.5% 150,720 $7.5M
One Wealth Advisors, LLC 0.88% Add +2.6% 143,726 $7.2M
PAX Financial Group, LLC 1.17% Add +6.7% 135,929 $6.8M
Appleton Partners Inc. 0.45% Add +4.2% 135,723 $6.8M
Lodestar Private Asset Management LLC 0.67% Add +5.0% 132,679 $6.6M
Robinswood Financial LLC 2.12% Add +5.2% 132,400 $6.6M
Leo Wealth, LLC 0.48% Add +29.5% 131,450 $6.6M
Discipline Wealth Solutions, LLC 1.20% Add +8.7% 129,977 $6.5M
Capstone Financial Advisors, Inc. 0.34% Add +1.4% 125,904 $6.3M
LifePlan Investment Advisors, Inc. 2.56% Add +3.7% 125,556 $6.3M
Private Advisor Group, LLC 0.03% Add +30.6% 125,175 $6.3M
Kooman & Associates 1.84% Add +1.6% 124,302 $6.2M
Trek Financial, LLC 0.35% Add +4.0% 120,891 $6.0M
Arkansas Financial Group, Inc. 0.85% Reduce -13.2% 118,089 $5.9M
&partners 0.03% Add +24.1% 115,804 $5.8M
Vise Technologies, Inc. 0.11% Add +39.5% 113,892 $5.7M
Mgo One Seven LLC 0.12% Add +12.3% 113,185 $5.7M
Advisory Services Network, LLC 0.08% Add +11.8% 112,155 $5.6M
JT Stratford LLC 0.72% Add +115.2% 111,674 $5.6M
Wells Fargo & Company 0.00% Add +71.1% 111,607 $5.6M
Global Retirement Partners, LLC 0.09% Add +93.2% 106,645 $5.3M
Pure Financial Advisors, LLC 0.08% Add +4.7% 105,746 $5.3M
Continuum Advisory, LLC 0.53% Add +7.0% 105,497 $5.3M
Exencial Wealth Advisors, LLC 0.17% Add +0.1% 104,420 $5.2M
Brooklyn FI, LLC 1.11% Reduce -11.1% 104,044 $5.2M
Procyon Advisors, LLC 0.25% Add +0.3% 101,615 $5.1M
Keystone Financial Services 1.49% Add +8.5% 98,969 $4.9M
Greenspring Advisors, LLC 0.30% Add +215.2% 98,040 $4.9M
New Capital Management LP 1.22% Reduce -2.8% 96,791 $4.8M
Kestra Advisory Services, LLC 0.02% Add +28.3% 96,400 $4.8M
Brookstone Capital Management 0.05% Add +4.5% 94,695 $4.7M
Wealthfront Advisers LLC 0.01% Add +48.6% 93,926 $4.7M
Beacon Bridge Wealth Partners, LLC 1.54% Add +7.6% 92,650 $4.6M
Blue Trust, Inc. 0.05% Reduce -9.7% 92,250 $4.6M
Invst, LLC 0.50% Reduce -4.3% 92,156 $4.6M
Wiser Wealth Management, Inc 1.02% Add +9.9% 91,437 $4.6M
Breakwater Investment Management 1.63% Add +20.1% 90,181 $4.5M
Regal Investment Advisors LLC 0.27% Add +27.1% 88,868 $4.4M
Bay Harbor Wealth Management, LLC 1.16% Add +1.9% 88,865 $4.4M
Valmark Advisers, Inc. 0.05% Add +33.1% 87,890 $4.4M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.7% 83,949 $4.2M
Xena Financial Planning, LLC 4.88% — 83,114 $4.2M
Clear Creek Financial Management, LLC 0.34% Reduce -3.6% 82,985 $4.2M
Quad-Cities Investment Group, LLC 1.71% Add +4.2% 82,702 $4.1M
Balance Wealth Partners LLC 1.32% Reduce -43.2% 82,383 $4.1M
Legacy Financial Group LLC 0.51% Add +3.1% 82,154 $4.1M
Elevated Financial Group LLC 1.42% — 81,810 $4.1M
Paragon Advisors, LLC 1.11% Add +3.4% 81,498 $4.1M
Cobblestone Asset Management LLC 1.83% Add +3.2% 81,447 $4.1M
U.S. Capital Wealth Advisors, LLC 0.11% Add +5.2% 81,205 $4.1M
FFG Retirement Advisors LLC 2.50% Add +0.9% 80,615 $4.0M
HighTower Advisors, LLC 0.00% Add +10.1% 80,156 $4.0M
Wealth Alliance, LLC 0.39% Add +0.7% 80,068 $4.0M
Focus Partners Wealth 0.00% Reduce -0.4% 78,922 $3.9M
Columbus Macro, LLC 0.43% Add +10.6% 78,092 $3.9M
SigFig Wealth Management, LLC 0.11% Add +2.8% 77,056 $3.9M
JGP Wealth Management, LLC 0.40% Add +9.7% 76,920 $3.8M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.5% 74,479 $3.7M
Keystone Financial Group 0.27% Add +2.8% 73,952 $3.7M
Principal Securities, Inc. 0.06% Add +15.8% 72,303 $3.6M
Keel Point, LLC 0.21% Reduce -35.2% 70,600 $3.5M
Sovran Advisors, LLC 0.30% Add +36.8% 70,211 $3.5M
Perennial Investment Advisors, LLC 0.28% Add +3.0% 70,424 $3.5M
Advus Financial Partners, LLC 0.85% Add +5.4% 70,109 $3.5M
Bannerman Wealth Management Group, LLC 2.45% Add +5.3% 69,194 $3.5M
Orin Green Financial, LLC 1.37% Add +7.5% 68,723 $3.4M
Summit Wealth Group, LLC 0.79% Reduce -0.5% 67,795 $3.4M
PFG Advisors 0.16% Reduce -10.9% 67,636 $3.4M
Allstreet Capital Advisors LLC 2.44% — 67,321 $3.4M
Moneywise, Inc. 1.39% New 66,918 $3.3M
Scarborough Advisors, LLC 0.56% Add +3.4% 66,871 $3.3M
WCG Wealth Advisors LLC 0.09% New 65,540 $3.3M
Daviman Financial, LLC 1.90% — 64,854 $3.2M
World Investment Advisors 0.05% Add +313.9% 64,538 $3.2M
Allegheny Financial Group 0.48% Add +2.9% 64,211 $3.2M
Hardy Reed LLC 0.23% Reduce -1.0% 63,868 $3.2M
Grove Street Fiduciary, LLC 1.33% Add +2.4% 63,523 $3.2M
Core Wealth Advisors, LLC 2.39% — 60,673 $3.0M
Investment Partners, LTD. 1.05% Add +11.1% 60,270 $3.0M
Dynamic Advisor Solutions LLC 0.10% Reduce -57.7% 59,539 $3.0M
Partners in Financial Planning 0.50% Add +1.9% 59,439 $3.0M
True Vision MN LLC 1.51% Add +2.7% 59,251 $3.0M
Mayflower Financial Advisors, LLC 0.36% Reduce -0.3% 59,227 $3.0M
Diversify Wealth Management, LLC 0.14% New 58,790 $3.0M
Camelot Technology Advisors, Inc. 2.15% Add +11.3% 57,213 $2.9M
HighPoint Advisor Group LLC 0.06% New 57,003 $2.9M
Baird Financial Group, Inc. 0.00% Add +2.0% 56,031 $2.8M
IFG Advisory, LLC 0.12% Add +5.0% 55,944 $2.8M
Centurion Wealth Management LLC 0.61% Add +8.7% 55,871 $2.8M
Strategic Financial Partners, Ltd. 1.21% Add +11.9% 55,748 $2.8M
Shared Vision Wealth Group LLC 1.11% Add +2.8% 54,812 $2.8M
Mma Asset Management LLC 0.97% Add +5.8% 54,461 $2.7M
Midwestern Financial, LLC 2.24% Add +10.5% 54,175 $2.7M
Peak Wealth Management LLC 2.26% — 54,122 $2.7M
Revisor Wealth Management LLC 0.72% Add +3.9% 53,756 $2.7M
Eclectic Associates Inc. 0.42% Add +654.4% 53,825 $2.7M
Detalus Advisors, LLC 0.65% Add +12.0% 53,631 $2.7M
Kilter Group LLC 1.18% Add +46.8% 53,349 $2.7M
Alterna Wealth Management, Inc. 2.21% Add +1.3% 53,102 $2.7M
McIlrath & Eck, LLC 0.25% Add +18.4% 52,823 $2.6M
WealthShield Partners, LLC 0.29% Add +4.2% 52,743 $2.6M
Concurrent Investment Advisors, LLC 0.03% Add +101.8% 52,618 $2.6M
Ashton Thomas Private Wealth, LLC 0.06% Add +20.6% 51,655 $2.6M
Beto Financial Group, LLC 1.74% — 51,463 $2.6M
Endeavor Private Wealth, Inc. 0.73% Add +19.4% 50,705 $2.5M
Focus Financial Network, Inc. 0.09% Add +2.3% 50,197 $2.5M
FC Advisory LLC 0.72% Add +0.8% 50,196 $2.5M
Alongside, LLC 0.83% — 49,817 $2.5M
Simplicity Wealth,LLC 0.15% Add +6.3% 49,572 $2.5M
Wealth Advisory Solutions, LLC 0.57% Add +0.1% 48,777 $2.4M
Vertex Planning Partners, LLC 0.56% Add +4.8% 47,763 $2.4M
Richard W. Paul & Associates, LLC 0.79% Add +11.1% 47,739 $2.4M
Compass Financial Group, Inc. 1.05% Add +0.1% 47,541 $2.4M
Prepared Retirement Institute LLC 1.18% Add +19.2% 46,982 $2.3M
Apeiron RIA LLC 0.47% Reduce -39.2% 46,059 $2.3M
Stonekeep Investments, LLC 1.48% Reduce -1.5% 46,191 $2.3M
Sage Rhino Capital LLC 0.43% Reduce -0.4% 45,482 $2.3M
Addison Advisors LLC 0.50% Add +5.1% 44,613 $2.2M
Cordoba Advisory Partners LLC 0.55% — 44,502 $2.2M
Corepath Wealth Partners LLC 1.47% Add +5.4% 43,701 $2.2M
Livet Wealth, LLC 1.33% — 43,323 $2.2M
NBT Bank, N.A. 0.14% Add +12.6% 43,030 $2.2M
Hunter Associates Investment Management LLC 0.29% Add +47.4% 42,546 $2.1M
Snowden Capital Advisors LLC 0.05% Add +17.7% 42,199 $2.1M
Patriot Investment Management Group, Inc. 0.13% Reduce -2.5% 42,150 $2.1M
Eq LLC 0.61% New 42,083 $2.1M
City State Bank 0.57% Add +12.6% 41,755 $2.1M
Tenret Co LLC 1.04% Add +538.3% 41,192 $2.1M
Synergy Asset Management, LLC 0.21% Reduce -69.1% 40,285 $2.0M
Merkkuri Wealth Advisors LLC 1.37% Add +42.9% 40,282 $2.0M
Vawter Financial, Ltd. 0.83% Add +14.8% 39,300 $2.0M
Theory Financial LLC 0.65% Add +4.1% 38,657 $1.9M
Factor Wealth Management LTD 0.41% Add +58.8% 37,826 $1.9M
Twin Peaks Wealth Advisors, LLC 0.55% Add +15.2% 37,223 $1.9M
Hoxton Planning & Management, LLC 0.55% Reduce -13.0% 37,073 $1.9M
Evolution Advisers, Inc. 0.79% Add +4338.2% 36,482 $1.8M
Wedmont Private Capital 0.06% Add +2.4% 35,991 $1.8M
RFG Advisory, LLC 0.03% Reduce -53.6% 36,122 $1.8M
Atlatl Advisers LLC 0.69% Add +8.4% 35,963 $1.8M
Csenge Advisory Group 0.08% Reduce -3.5% 35,909 $1.8M
Polaris Investment Advisors, LLC 1.30% — 35,854 $1.8M
Goldman Sachs Group Inc. 0.00% Add +98.3% 35,759 $1.8M
Tradition Wealth Management, LLC 0.13% Add +1.6% 35,639 $1.8M
CFS Investment Advisory Services, LLC 0.13% Add +1.5% 35,581 $1.8M
EP Wealth Advisors, LLC 0.01% — 35,235 $1.8M
Northern Lights Advisors, Inc. 1.20% — 34,984 $1.7M
Cornerstone Planning Group LLC 0.27% Add +12.9% 34,426 $1.7M
One Wealth Capital Management, LLC 0.73% Add +9.8% 34,369 $1.7M
Blossom Wealth Management 2.75% Add +2.6% 33,318 $1.7M
Comprehensive Wealth Management, LLC 0.98% Reduce -51.8% 33,071 $1.7M
Veratis Advisors, Inc. 1.31% — 32,657 $1.7M
Napier Financial, LLC 0.41% — 32,786 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +44.4% 32,763 $1.6M
Bfsg, LLC 0.16% Add +5.1% 32,717 $1.6M
May Hill Capital, LLC 0.44% Add +28.8% 32,545 $1.6M
BridgePort Financial Solutions, LLC 0.43% Add +6.6% 32,242 $1.6M
Cassilly Financial Group LLC 1.41% — 31,781 $1.6M
Apex Wealth Management, LLC 1.60% Add +2.8% 31,356 $1.6M
Lifelong Wealth Advisors, Inc. 0.41% Add +45.4% 31,147 $1.6M
Chatterton & Associates Inc. 1.33% — 31,027 $1.6M
Friedenthal Financial 0.80% Add +3.0% 31,023 $1.6M
Liberty Wealth Management LLC 0.20% Reduce -8.5% 30,841 $1.5M
Horizons Wealth Management 1.01% Add +16.4% 30,419 $1.5M
Range Financial Group LLC 0.52% Add +106.6% 30,252 $1.5M
Cypress Wealth Services, LLC 0.21% Add +5.7% 29,942 $1.5M
Allworth Financial LP 0.01% Reduce -7.4% 29,523 $1.5M
Maia Wealth LLC 0.25% Reduce -19.1% 28,942 $1.5M
Gateway Wealth Partners, LLC 0.16% Add +16.7% 29,195 $1.5M
OneDigital Investment Advisors LLC 0.01% Reduce -5.3% 28,870 $1.4M
Sagespring Wealth Partners, LLC 0.03% No change 1,432,000 $1.4M
Global View Capital Management LLC 0.27% Reduce -10.1% 28,597 $1.4M
Leavell Investment Management, Inc. 0.06% Reduce -16.8% 28,494 $1.4M
Rockefeller Capital Management L.P. 0.00% Reduce -72.1% 28,428 $1.4M
Redwood Investment Management, LLC 0.16% Add +21.8% 28,374 $1.4M
Swmg, LLC 0.39% Add +0.3% 27,805 $1.4M
Advisory Alpha, LLC 0.04% Add +6.1% 27,880 $1.4M
Smartleaf Asset Management LLC 0.05% Add +15.7% 27,427 $1.4M
Columbia River Financial Group, LLC 0.84% Add +17.5% 27,435 $1.4M
Rothschild Wealth LLC 0.13% Add +10.0% 27,433 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.0% 27,342 $1.4M
Ausdal Financial Partners, Inc. 0.06% Reduce -10.3% 27,125 $1.4M
Portfolio Resources Advisor Group, Inc. 1.30% — 26,031 $1.3M
Verus Capital Partners, LLC 0.08% Add +35.6% 25,234 $1.3M
M1 Capital Management LLC 0.52% Add +2.4% 24,841 $1.2M
Exchange Bank 0.84% Reduce -2.7% 24,366 $1.2M
J.M. Arbour, LLC 1.21% — 24,256 $1.2M
Independent Financial Group, LLC 0.03% Add +15.3% 24,124 $1.2M
Barnes Wealth Management Group, Inc 0.64% Add +2.4% 24,078 $1.2M
WealthPLAN Partners, LLC 0.18% Add +5.2% 23,978 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.4% 23,885 $1.2M
RCS Financial Planning, LLC 0.51% Add +5.1% 23,819 $1.2M
Bear Mountain Capital, Inc. 0.38% Add +55.8% 23,617 $1.2M
Mosley Wealth Management 0.54% — 23,037 $1.2M
Park Place Capital Corp 0.24% Add +3.3% 23,463 $1.2M
Curtis Wealth Management LLC 1.01% — 23,067 $1.2M
Firethorn Wealth Partners, LLC 0.43% Reduce -9.5% 23,130 $1.2M
Diversify Advisory Services, LLC 0.04% Add +29.1% 22,693 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -5.8% 22,711 $1.1M
Ackerman Capital Advisors, LLC 0.23% Reduce -85.5% 22,559 $1.1M
BCU Wealth Advisors, LLC 0.43% Add +2.9% 22,344 $1.1M
WealthPoint Financial, LLC 0.96% — 22,133 $1.1M
Valpey Financial Services, LLC 0.70% Add +9.7% 22,008 $1.1M
Sachetta, LLC 0.60% Add +1.3% 21,951 $1.1M
Compton Financial Group, LLC 0.25% Reduce -18.4% 21,871 $1.1M
Lido Advisors, LLC 0.00% Add +0.5% 21,295 $1.1M
Comprehensive Money Management Services LLC 0.75% Reduce -0.1% 21,759 $1.1M
Beacon Financial Advisory LLC 0.25% Add +15.8% 21,739 $1.1M
Mutual Advisors, LLC 0.02% Add +53.3% 21,590 $1.1M
Davis Wealth Advisors, LLC 0.89% Reduce -2.6% 21,307 $1.1M
Center For Asset Management LLC 0.55% Add +50.1% 20,950 $1.0M
Choreo, LLC 0.01% Reduce -8.9% 20,469 $1.0M
Eight 31 Financial, LLC 0.56% Add +2.2% 20,437 $1.0M
Hopwood Nicholas Hunter 0.33% — 20,266 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Add +0.8% 19,466 $973K
Gen-Wealth Partners Inc 0.31% Add +28.1% 19,440 $972K
Hexagon Capital Partners LLC 0.18% Add +4.4% 19,370 $969K
Regimen Wealth, LLC 0.28% Add +5.0% 19,320 $966K
Note Advisors, LLC 0.48% Reduce -9.8% 18,735 $940K
Clearview Wealth Advisors LLC 0.59% Add +6.7% 18,769 $939K
Harbour Investments, Inc. 0.02% Add +4.5% 18,768 $939K
Natixis Advisors, LLC 0.00% Add +30.6% 18,546 $927K
Brookwood Investment Group LLC 0.11% Add +7.1% 18,502 $925K
Avidian Wealth Enterprises, LLC 0.03% Reduce -7.8% 18,490 $925K
First Heartland Consultants, Inc. 0.07% Add +2.2% 18,408 $921K
Kingsview Wealth Management, LLC 0.01% Add +6.7% 18,299 $915K
Bush Investment Group, LLC 0.51% Add +2.8% 18,297 $915K
Integrity Advisory Solutions, LLC 0.13% Add +30.0% 18,130 $907K
Comerica Bank 0.00% Add +8.6% 18,096 $905K
Apollon Financial, LLC 0.13% Add +15.9% 17,695 $885K
American Financial & Tax Strategies Inc. 0.44% Add +1.4% 17,556 $878K
Capital Wealth Management, LLC 0.28% Reduce -0.4% 17,543 $877K
Range Advisory, LLC 0.23% — 17,522 $876K
Arete Wealth Advisors, LLC 0.06% Add +4.9% 17,500 $875K
Droms Strauss Advisors Inc. /Mo/ 0.23% Add +9.6% 17,468 $874K
Waverly Advisors, LLC 0.01% Reduce -2.2% 17,435 $872K
Great Valley Advisor Group, Inc. 0.02% Add +5.2% 17,170 $859K
Nwam LLC 0.05% Reduce -32.7% 16,953 $851K
Grand Wealth Management, LLC 0.38% Add +0.1% 16,905 $845K
M Holdings Securities, Inc. 0.06% New 16,887 $845K
CoreCap Advisors, LLC 0.03% Add +28.3% 16,892 $845K
Signal Advisors Wealth, LLC 0.07% Add +22.3% 16,496 $825K
Strategic Blueprint, LLC 0.05% Reduce -20.9% 16,481 $824K
Sowell Financial Services LLC 0.03% Add +1.8% 16,429 $822K
Elevation Point Wealth Partners, LLC 0.04% New 16,320 $816K
Belpointe Asset Management LLC 0.03% Add +64.1% 16,246 $812K
Unify Financial Advisors 0.84% — 15,997 $800K
Capital Investment Management, Inc. 0.28% — 15,986 $799K
CGN Advisors LLC 0.06% Add +0.7% 15,974 $799K
BOS Asset Management, LLC 0.21% Add +0.3% 15,903 $795K
Two West Capital Advisors LLC 0.46% Add +10.5% 15,892 $795K
Vestmark Advisory Solutions, Inc. 0.01% Add +244.2% 15,852 $793K
Advyzon Investment Management, LLC 0.09% Add +165.8% 15,705 $785K
Brand Asset Management Group, Inc. 0.22% Add +2.6% 15,580 $779K
Finley Financial, LLC 0.35% Reduce -1.9% 15,430 $772K
Physician Wealth Solutions Inc. 0.32% No change 15,241 $762K
Prospect Financial Group LLC 0.70% Add +1.0% 14,970 $749K
Pinion Investment Advisors, LLC 0.18% Reduce -11.6% 14,840 $742K
Old National Bancorp 0.01% Reduce -24.2% 14,729 $737K
Empower Advisory Group, LLC 0.00% Add +86.8% 14,674 $734K
Archer Investment Management, LLC 0.39% Add +44.4% 14,539 $727K
Aspen Wealth Management LLC 0.15% Reduce -0.6% 14,266 $713K
Caliber Wealth Management, LLC / KS 0.08% Add +3.2% 14,210 $711K
Fifth Third Securities, Inc. 0.05% Add +2.4% 14,070 $704K
RDA Financial Network 0.17% Add +2.0% 14,045 $702K
Vested Financial Planning, LLC 0.54% Add +42.2% 14,032 $702K
Intergy Private Wealth, LLC 0.21% Add +1.3% 14,001 $700K
J.W. Cole Advisors, Inc. 0.02% Add +16.9% 14,067 $696K
Burns Matteson Capital Management, LLC 0.28% Add +0.0% 13,731 $687K
Curtis Advisory Group, LLC 0.14% Add +5.8% 13,499 $675K
Creative Financial Designs Inc. 0.04% Reduce -0.9% 13,478 $674K
Aspect Partners, LLC 0.29% Reduce -93.3% 13,115 $656K
Retirement Wealth Solutions LLC 0.41% Reduce -0.4% 12,949 $648K
Heartwood Wealth Advisors LLC 0.06% No change 12,906 $645K
Charles Schwab Trust Co 0.04% Add +0.8% 12,869 $644K
Moneco Advisors, LLC 0.05% Add +128.1% 12,788 $640K
XY Planning Network, Inc. 0.11% New 12,572 $629K
Ameritas Investment Partners, Inc. 0.02% Add +5.4% 12,473 $624K
Glass Jacobson Investment Advisors llc 0.22% Add +22.2% 12,144 $607K
Hershey Financial Advisers, LLC 0.51% Add +4.5% 11,994 $600K
Financial Planning Navigators CORP 0.27% — 11,872 $594K
Summit Financial Strategies, Inc. 0.05% Add +18.9% 11,820 $591K
Indivisible Partners 0.06% — 11,690 $585K
Spire Wealth Management 0.02% Add +42.9% 11,647 $582K
Lifeworks Advisors, LLC 0.07% Add +4.4% 11,574 $579K
Qube Research & Technologies Ltd 0.00% Add +61.3% 11,545 $577K
Hobbs Wealth Management, LLC 0.56% Add +14.9% 11,487 $574K
Acorn Financial Advisory Services Inc. 0.08% Add +3.7% 11,457 $573K
Deutsche Bank AG 0.00% Reduce -97.2% 11,370 $569K
Synergy Investment Management, LLC 0.20% Add +13.1% 11,200 $560K
Private Trust Co. NA 0.05% Add +0.7% 11,185 $559K
Strategic Investment Advisors / MI 0.05% Reduce -98.0% 11,151 $558K
Maripau Wealth Management LLC 0.26% Reduce -3.4% 11,099 $555K
Absolute Capital Management, LLC 0.20% Reduce -5.0% 11,091 $555K
Bank of Montreal 0.00% Add +2670.3% 11,081 $554K
Concorde Asset Management, LLC 0.22% Add +17.2% 11,067 $553K
Silver Oak Securities, Incorporated 0.04% Add +1.5% 11,026 $552K
Sutton Place Investors LLC 0.30% Reduce -3.1% 10,825 $541K
Upper Left Wealth Management, LLC 0.33% Add +1.6% 10,787 $539K
Tarbox Family Office, Inc. 0.09% Add +1.1% 10,731 $537K
Tempus Wealth Planning, LLC 0.12% Reduce -33.7% 10,548 $528K
Sigma Planning Corp 0.01% Add +5.5% 10,474 $524K
Sovereign Financial Group, Inc. 0.09% Reduce -0.2% 10,219 $511K
Clark Asset Management, LLC 0.05% Reduce -14.3% 9,943 $497K
Riverbend Wealth Management, LLC 0.31% Add +46.4% 9,885 $494K
WealthTrak Capital Management LLC 0.35% Add +8.4% 9,864 $493K
Capital Asset Managemnet, LLC 0.55% — 9,631 $493K
ORBA Wealth Advisors, L.L.C. 0.42% New 9,688 $484K
Aspire Private Capital, LLC 0.11% Reduce -0.3% 9,684 $484K
MSH Capital Advisors LLC 0.10% Add +37.6% 9,683 $484K
Larson Financial Group LLC 0.02% Reduce -10.1% 9,618 $481K
Resurgent Financial Advisors LLC 0.24% Add +2.5% 9,406 $470K
Fortis Capital Advisors, LLC 0.07% Reduce -6.0% 9,309 $466K
Investor's Fiduciary Advisor Network, LLC 0.10% No change 9,277 $463K
Legacy Wealth Partners, LLC 0.12% — 9,060 $453K
RHS Financial, LLC 0.22% New 9,026 $451K
Bigelow Investment Advisors, LLC 0.18% Reduce -9.7% 9,026 $451K
Keebeck Wealth Management 0.05% Add +21.1% 8,924 $446K
Amicus Financial Advisors, LLC 0.12% — 8,919 $446K
Transcend Capital Advisors, LLC 0.03% Reduce -25.4% 8,875 $444K
DAVENPORT & Co LLC 0.00% Add +8.9% 8,822 $441K
VestGen Advisors, LLC 0.02% New 8,801 $440K
Flagstar Securities, Inc. 0.15% Reduce -2.4% 8,691 $435K
Retirement Investment Advisors, Inc. 0.04% Reduce -1.1% 8,672 $434K
OMNI 360 Wealth, Inc. 0.22% New 8,604 $433K
Strategy Asset Managers LLC 0.07% Add +57.5% 8,645 $432K
Vision Retirement, LLC 0.11% — 8,532 $427K
AlphaStar Capital Management, LLC 0.03% Reduce -77.8% 8,401 $420K
Sensenig Capital Advisors, Inc 0.43% — 8,374 $419K
Arkadios Wealth Advisors 0.01% Add +29.0% 8,332 $417K
Catalina Capital Group, LLC 0.25% Add +9.8% 8,272 $414K
Perigon Wealth Management, LLC 0.01% Add +1.2% 8,155 $408K
Richmond Investment Services, LLC 0.07% Add +9.7% 8,140 $407K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -5.1% 8,096 $405K
UNIVEST FINANCIAL Corp 0.02% New 8,093 $405K
Freedom Investment Management, Inc. 0.12% Reduce -5.1% 7,982 $399K
Insight Wealth Strategies, LLC 0.05% Add +7.9% 7,973 $399K
CFG Wealth Management Services, Inc. 0.37% — 7,916 $396K
Trivium Point Advisory, LLC 0.04% New 7,907 $395K
Cardinal Strategic Wealth Guidance 0.10% Reduce -89.8% 7,849 $393K
ORG Partners LLC 0.07% Add +11.2% 7,719 $386K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.5% 7,625 $381K
ShoreHaven Wealth Partners, LLC 0.14% Reduce -9.2% 7,535 $377K
Carter Financial Group, INC. 0.22% Add +0.6% 7,460 $373K
VestGen Investment Management 0.21% Reduce -3.7% 7,421 $371K
AQR Capital Management 0.00% Add +57.8% 7,402 $370K
Sharper & Granite LLC 0.13% No change 7,400 $370K
Transamerica Financial Advisors, LLC 0.03% Add +101.0% 7,387 $369K
Signature Estate & Investment Advisors LLC 0.01% Add +25.1% 7,353 $368K
Blue Barn Wealth, LLC 0.53% Reduce -86.3% 7,277 $364K
W Advisors, LLC 0.18% Add +0.3% 7,199 $360K
Emergent Wealth Advisors, LLC 0.20% Add +80.9% 7,176 $359K
Avantra Family Wealth, Inc. 0.26% Add +1.1% 7,115 $356K
Cape Investment Advisory, Inc. 0.11% Add +61.0% 7,085 $354K
Syntegra Private Wealth Group, LLC 0.03% Reduce -0.7% 6,997 $350K
Rehmann Capital Advisory Group 0.02% Reduce -9.9% 6,942 $347K
Parkway Wealth Management Group, LLC 0.05% — 6,941 $347K
Global Financial Private Client, LLC 0.12% Reduce -0.7% 6,922 $346K
UMB Bank, n.a. 0.00% No change 6,734 $337K
Shepherd Financial Partners LLC 0.03% Reduce -1.9% 6,641 $332K
Krilogy Financial LLC 0.01% Add +2.7% 6,489 $326K
Cary Street Partners Investment Advisory LLC 0.09% Add +8.2% 6,427 $321K
FMR LLC 0.00% Reduce -8.7% 6,391 $320K
Cascade Financial Partners, LLC 0.03% No change 6,339 $317K
W.H. Cornerstone Investments Inc. 0.19% No change 6,318 $316K
Parallel Advisors, LLC 0.01% Reduce -0.1% 6,286 $314K
World Equity Group, Inc. 0.09% Reduce -2.3% 6,259 $313K
LiftPoint Family Wealth Advisors LLC 0.26% — 6,088 $304K
BDFS Capital LLC 0.15% — 6,061 $303K
Garrison Point Advisors, LLC 0.13% Reduce -1.6% 6,050 $303K
Markin Asset Management, LP 0.33% — 6,028 $301K
Financial Architects, LLC 0.16% New 6,005 $300K
Braun-Bostich & Associates Inc. 0.18% Add +26.4% 5,961 $298K
RBA Wealth Management, LLC 0.10% Add +4.3% 5,916 $296K
Level Financial Advisors 0.08% Add +0.6% 5,700 $285K
Wealthgarden F.S. LLC 0.19% Reduce -25.4% 5,626 $283K
Blalock Williams, LLC 0.23% Add +12.5% 5,647 $282K
Saxony Capital Management, LLC 0.17% New 5,585 $279K
ASL Financial, LLC 0.22% — 5,498 $275K
Pinnacle Family Advisors, LLC 0.12% Add +12.5% 5,320 $266K
NorthStar Asset Management LLC 0.12% New 5,292 $265K
Latitude Advisors, LLC 0.12% New 5,257 $263K
ONE Advisory Partners, LLC 0.08% Add +0.1% 5,219 $261K
Fulcrum Equity Management 0.25% Reduce -2.2% 5,193 $260K
Composition Wealth, LLC 0.00% Add +13.7% 5,191 $260K
Western Wealth Management, LLC 0.01% Add +31.4% 5,168 $258K
Blue Capital, Inc. 0.18% Add +3.2% 5,110 $256K
Regent Peak Wealth Advisors LLC 0.05% No change 5,033 $252K
Empirical Asset Management, LLC 0.07% Reduce -26.2% 5,023 $251K
Vantus Wealth LLC 0.18% — 4,899 $245K
Stirlingshire Investments, Inc. 0.22% — 4,853 $243K
Family Investment Center, Inc. 0.05% Reduce -0.1% 4,794 $240K
Brucke Financial, Inc. 0.13% New 4,766 $238K
Fiscal Wisdom Wealth Management, LLC 0.22% New 4,756 $238K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -3.4% 4,754 $238K
Bright Futures Wealth Management, LLC. 0.18% Reduce -1.8% 4,745 $237K
Hennion & Walsh Asset Management, Inc. 0.01% New 4,726 $236K
AdvisorNet Financial, Inc 0.01% Add +36.3% 4,719 $236K
Avant Financial Advisors LLC 0.17% New 4,679 $234K
Ameritas Advisory Services, LLC 0.01% Reduce -16.7% 4,670 $234K
Stewardship Advisors, LLC 0.05% Add +3.2% 4,617 $231K
Benjamin Edwards Inc. 0.00% Add +0.5% 4,587 $229K
Town Capital LLC 0.19% — 4,583 $229K
Focused Alpha, LLC 0.07% — 4,537 $227K
MCF Advisors LLC 0.01% Add +3.1% 4,487 $224K
Cary Street Partners Financial LLC 0.01% Add +7408.5% 4,430 $222K
Avantax Planning Partners, Inc. 0.01% Reduce -37.6% 4,429 $221K
Western Financial Corp 0.09% Reduce -3.9% 4,382 $219K
Argent Trust Co 0.01% New 4,303 $215K
Yukon Wealth Management, Inc. 0.12% New 4,204 $211K
Cooper Financial Group 0.02% New 4,178 $209K
GWN Securities Inc. 0.04% New 4,158 $208K
Patrick Mauro Investment Advisor, INC. 0.11% New 4,155 $208K
Kelly Financial Group LLC 0.05% Reduce -27.0% 4,152 $208K
Coldstream Capital Management Inc. 0.00% Add +0.1% 4,102 $205K
Sound Income Strategies, LLC 0.01% Reduce -0.4% 3,993 $201K
Raleigh Capital Management Inc. 0.06% Add +8.0% 3,175 $159K
AlphaCore Capital LLC 0.00% Add +6.0% 3,151 $158K
North Star Investment Management Corp. 0.01% New 2,905 $145K
Flagship Harbor Advisors, LLC 0.01% New 2,693 $135K
Horizon Financial Services, LLC 0.05% Add +12.1% 2,363 $118K
MAI Capital Management 0.00% No change 2,341 $117K
Simplex Trading, LLC 0.00% New 2,013 $101K
Financial Consulate, Inc. 0.01% Add +3.0% 1,998 $100K
Hanson & Doremus Investment Management 0.01% No change 1,917 $96K
National Bank of Canada 0.00% Add +677.6% 1,773 $88K
Citigroup Inc. 0.00% No change 1,735 $87K
New Republic Capital, LLC 0.02% Add +2.2% 1,733 $87K
Golden State Wealth Management, LLC 0.01% Add +69.1% 1,500 $75K
IFC & Insurance Marketing, Inc. 0.07% — 1,482 $74K
SBI Securities Co., Ltd. 0.00% Add +251.0% 1,467 $73K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 1,336 $67K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,298 $65K
Fairway Wealth LLC 0.02% No change 1,270 $64K
Lanark Financial, Inc. 0.00% No change 1,253 $63K
PNC Financial Services Group, Inc. 0.00% Reduce -40.1% 984 $49K
Ameriflex Group, Inc. 0.02% Reduce -21.9% 956 $48K
Vermillion Wealth Management, Inc. 0.02% New 939 $47K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% — 931 $47K
Optima Capital LLC 0.02% New 855 $43K
Kopp Family Office, LLC 0.03% No change 839 $42K
Y.D. More Investments Ltd 0.00% No change 800 $40K
International Assets Investment Management, LLC 0.00% New 792 $40K
TFC Financial Management, Inc. 0.00% Add +20.5% 711 $36K
Glenmede Trust Co. NA 0.00% — 652 $33K
Caitlin John, LLC 0.02% Reduce -33.9% 648 $32K
Archer Investment Corp 0.01% No change 590 $30K
Pacific Center for Financial Services 0.01% No change 568 $29K
Vermillion & White Wealth Management Group, LLC 0.01% No change 547 $27K
Signature Equity Partners, LLC 0.01% — 516 $26K
Godfrey Financial Associates, Inc. 0.02% — 509 $25K
Geneos Wealth Management Inc. 0.00% Add +362.6% 495 $25K
BNP Paribas Financial Markets 0.00% New 490 $25K
CIBC Private Wealth Group LLC 0.00% Add +87.9% 481 $24K
Strive Financial Group ,LLC 0.01% — 471 $24K
SHP Wealth Management 0.00% — 417 $21K
Aptus Capital Advisors, LLC 0.00% Reduce -23.7% 415 $21K
Arax Advisory Partners 0.00% New 385 $19K
Richardson Financial Services Inc. 0.01% Reduce -1.2% 327 $16K
Rossby Financial, LCC 0.00% Add +2.4% 303 $15K
Delos Wealth Advisors, LLC 0.01% No change 287 $14K
Plante Moran Financial Advisors, LLC 0.00% New 273 $14K
Harbor Investment Advisory, LLC 0.00% Add +3.4% 271 $14K
Investors Research Corp 0.00% Add +100.0% 262 $13K
Key Capital Management, INC 0.01% — 230 $12K
Wilmington Savings Fund Society, FSB 0.00% No change 230 $12K
Providence Capital Advisors, LLC 0.00% No change 217 $11K
Nemes Rush Group LLC 0.00% New 212 $11K
Lloyd Advisory Services, LLC. 0.00% New 204 $10K
Financial Connections Group, Inc. 0.00% Add +3.1% 202 $10K
Glen Eagle Advisors, LLC 0.00% Add +11.8% 199 $10K
Hurley Capital, LLC 0.01% New 194 $10K
MPWM Advisory Solutions, LLC 0.01% No change 193 $10K
REAP Financial Group, LLC 0.00% New 185 $9K
Blueline Advisors LLC 0.01% — 178 $9K
Capital Investment Advisory Services, LLC 0.00% New 156 $8K
Tucker Asset Management LLC 0.00% New 152 $8K
Fifth Third Bancorp 0.00% Reduce -11.1% 136 $7K
Tompkins Financial Corp. 0.00% New 134 $7K
Quent Capital, LLC 0.00% New 133 $7K
Chapman Financial Group, LLC 0.00% No change 122 $6K
Decker Retirement Planning Inc. 0.00% New 122 $6K
Cranbrook Wealth Management, LLC 0.00% No change 115 $6K
Bogart Wealth, LLC 0.00% No change 109 $5K
Founders Financial Alliance, LLC 0.00% No change 80 $4K
Princeton Global Asset Management LLC 0.00% Add +3.1% 66 $3K
Maseco LLP 0.00% No change 65 $3K
CNB Bank 0.00% No change 64 $3K
Sunbelt Securities, Inc. 0.00% No change 55 $3K
Eastern Bank 0.00% No change 54 $3K
Wolff Wiese Magana LLC 0.00% No change 53 $3K
Team Financial Group, LLC 0.00% Add +2.1% 48 $2K
Versant Capital Management, Inc 0.00% No change 48 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 47 $2K
Gilpin Wealth Management, LLC 0.00% — 40 $2K
Ancora Advisors LLC 0.00% New 36 $2K
Frazier Financial Advisors, LLC 0.00% Add +3.1% 33 $2K
Center for Financial Planning, Inc. 0.00% New 30 $2K
Operose Advisors LLC 0.00% New 29 $1K
Clark Wealth Partners 0.00% No change 28 $1K
Strategic Wealth Partners, Ltd. 0.00% Reduce -3.9% 25 $1K
Quaker Wealth Management, LLC 0.00% New 25 $1K
Chelsea Counsel Co. 0.00% No change 19 $951
Crewe Advisors LLC 0.00% Reduce -91.2% 19 $951
Anfield Capital Management, LLC 0.00% No change 16 $800
Strategic Advocates LLC 0.00% No change 12 $601
United Financial Planning Group LLC 0.00% Reduce -94.3% 11 $550
Root Financial Partners, LLC 0.00% Reduce -96.6% 11 $550
Barrett & Company, Inc. 0.00% New 9 $466
Copia Wealth Management 0.00% No change 9 $450
Key Financial Inc 0.00% New 9 $450
Stephens Consulting, LLC 0.00% New 7 $351
O'shaughnessy Asset Management, LLC 0.00% No change 7 $350
Longview Financial Advisors LLC 0.00% New 6 $301
Imprint Wealth LLC 0.00% Reduce -50.0% 6 $300
American National Bank & Trust 0.00% Reduce -14.3% 6 $300
Quadrant Capital Group LLC 0.00% No change 3 $153
Signaturefd, LLC 0.00% New 1 $53
Beaird Harris Wealth Management, LLC 0.00% New 1 $51
Avion Wealth 0.00% Reduce -94.2% 8 $0

"% of holder's portfolio" is IAGG's weight in each manager's 13F, not the share of iShares Intl Aggregate Bond the manager owns.