iShares Intl Aggregate BondIAGGETF

13F holders, Q1 2026 (March 31)
671holders +36
81new positions
41sold out
2famous investors
$50.00avg. 13F price*

At the end of Q1 2026, 671 institutions reported holding iShares Intl Aggregate Bond (IAGG) in their 13F filings, up 36 from Q4 2025. 81 opened new positions and 41 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), BlackRock, Inc. ($925.8M) and Financial Engines Advisors L.L.C. ($821.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions81$155.8M
Exits41$170.6M

All 13F filers, Q4 2025 → Q1 2026: 29,157,611 shares bought and 7,616,579 shares sold, net +21,541,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 671 holders

Envestnet Asset Management Inc. 0.35% Add +19.6% 26,435,427 $1.3B
BlackRock, Inc. 0.02% Add +4.4% 18,501,989 $925.8M
Financial Engines Advisors L.L.C. 1.67% Add +2.1% 16,419,088 $821.6M
JPMorgan Chase & Co. 0.04% Add +18.5% 12,025,033 $599.0M
LPL Financial LLC 0.15% Add +11.6% 11,025,231 $551.7M
Matson Money. Inc. 14.97% Add +4.6% 9,753,565 $488.1M
TIAA Wealth Investment Management LLC 2.44% — 6,422,057 $319.9M
WealthNavi Inc. 2.62% Add +19.9% 6,048,314 $302.7M
Nationwide Fund Advisors 12.19% Reduce -5.2% 5,567,707 $278.6M
Jones Financial Companies LLLP 0.13% Add +128.0% 5,513,003 $273.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.30% Add +0.9% 5,175,776 $257.8M
Bank of America Corp. 0.01% Reduce -8.6% 3,820,820 $191.2M
Morgan Stanley 0.01% Add +14.9% 3,679,041 $184.1M
Janus Henderson Group PLC 0.08% Add +29.1% 3,157,170 $158.0M
Mather Group, Llc. 1.30% Add +6.4% 2,613,479 $130.8M
Envestnet Portfolio Solutions, Inc. 0.68% Add +5.1% 2,470,476 $123.6M
Creative Planning 0.08% Add +1008.8% 2,378,106 $119.0M
Cetera Investment Advisers 0.12% Add +4.5% 2,291,968 $114.7M
Ameriprise Financial Inc. 0.03% Reduce -2.4% 2,274,580 $113.9M
Cwm, LLC 0.30% Add +3.6% 2,255,829 $112.9M
Betterment LLC 0.21% Add +22.2% 2,223,553 $111.3M
SageView Advisory Group, LLC 4.03% Add +1.4% 2,200,991 $110.1M
Commonwealth Equity Services, LLC 0.15% Add +9.6% 2,130,476 $106.6M
Park Avenue Securities LLC 0.78% Add +10.1% 1,991,200 $99.6M
Bank of New York Mellon Corp 0.01% Add +17.5% 1,588,557 $79.5M
Alliancebernstein L.P. 0.03% Reduce -0.6% 1,575,944 $78.8M
MML Investors Services, LLC 0.21% Add +0.3% 1,484,389 $74.3M
Janney Montgomery Scott LLC 0.18% Add +12.2% 1,455,696 $72.8M
Annex Advisory Services, LLC 1.26% New 1,346,915 $67.4M
Assetmark, Inc. 0.13% Add +122.8% 1,303,387 $65.2M
Royal Bank of Canada 0.01% Add +18.5% 1,258,169 $63.0M
N.E.W. Advisory Services LLC 4.53% Add +0.1% 1,210,409 $60.6M
Mercer Global Advisors Inc. 0.08% Add +194.2% 1,128,239 $56.5M
Charles Schwab Investment Management Inc. 0.01% Add +5.5% 1,062,201 $53.2M
GeoWealth Management, LLC 1.88% Add +3.0% 1,041,449 $52.1M
NewEdge Advisors, LLC 0.18% Add +9.5% 1,021,525 $51.1M
Stratos Investment Management, LLC 1.99% Add +5.0% 993,350 $49.7M
Cerity Partners LLC 0.07% Add +67.5% 938,550 $47.0M
GDS Wealth Management 2.79% Add +9.8% 928,734 $46.5M
Mirae Asset Global Investments Co., Ltd. 0.13% Reduce -2.8% 919,620 $46.0M
United Capital Financial Advisors, LLC 0.28% Add +6.6% 922,432 $46.0M
Merit Financial Group, LLC 0.34% Add +15.9% 905,012 $45.3M
True Link Financial Advisors, LLC 2.77% Add +36.0% 897,660 $44.9M
Prime Capital Investment Advisors, LLC 0.52% Add +67.3% 896,069 $44.8M
Prudent Investors Network, Inc. 9.46% Add +9.4% 867,905 $43.4M
Savant Capital, LLC 0.20% Add +8.2% 830,312 $41.5M
Osaic Holdings, Inc. 0.06% Add +7.5% 810,366 $40.6M
Boston Standard Wealth Management, LLC 6.64% Add +3.3% 813,058 $40.5M
Raffa Wealth Management, LLC 5.96% Add +10.8% 762,824 $38.2M
Foundations Investment Advisors, LLC 0.46% Add +14.0% 737,294 $36.9M
Kestra Investment Management, LLC 0.64% New 736,346 $36.8M
Apella Capital, LLC 0.53% Add +37.8% 717,308 $36.0M
Capital Analysts, LLC 0.90% Add +9.0% 682,304 $34.1M
Financial Gravity Asset Management, Inc. 5.61% Add +2.7% 629,064 $31.5M
UBS Group AG 0.01% Reduce -5.0% 606,628 $30.4M
Cahaba Wealth Management, Inc. 2.03% Add +3.7% 597,871 $29.9M
JB Capital LLC 1.21% Add +6.6% 597,376 $29.9M
Amarillo National Bank 5.27% Add +4.0% 596,651 $29.9M
Stifel Financial Corp. 0.03% Add +11.7% 578,297 $28.9M
Sanctuary Advisors, LLC 0.15% Add +12.0% 555,703 $27.8M
Savvy Advisors, Inc. 0.73% Add +83.2% 545,755 $27.3M
Modera Wealth Management, LLC 0.30% Reduce -0.6% 507,173 $25.4M
Syon Capital LLC 1.23% Reduce -3.5% 490,138 $24.5M
Cambridge Investment Research Advisors, Inc. 0.06% Add +32.2% 477,394 $23.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.09% — 446,943 $22.4M
Modern Wealth Management, LLC 0.38% Add +7.7% 440,997 $22.0M
Apollon Wealth Management, LLC 0.33% Reduce -1.0% 404,082 $20.2M
DORVAL Corp 5.87% Add +9.8% 378,343 $18.9M
Mason & Associates, LLC 4.20% Add +4.5% 366,684 $18.3M
Truist Financial Corp. 0.02% Add +9.3% 363,745 $18.2M
Raymond James Financial Inc. 0.01% Add +27.4% 362,467 $18.1M
NYL Investors LLC 6.66% Add +3.2% 352,312 $17.6M
Landmark Wealth Management, Inc. 6.63% Reduce -0.6% 351,148 $17.6M
Brio Consultants, LLC 2.14% Add +4.2% 350,895 $17.5M
Tectonic Advisors LLC 0.90% Add +26.0% 339,308 $17.0M
Trinity Wealth Management, LLC 6.21% Add +5.8% 337,696 $16.9M
Values Added Financial LLC 6.97% Add +67.4% 330,887 $16.6M
Penobscot Wealth Management 4.52% Add +5.3% 305,735 $15.3M
Stadion Money Management, LLC 1.53% Add +0.3% 304,802 $15.3M
Sharkey, Howes & Javer 1.97% Add +33.3% 291,951 $14.6M
AE Wealth Management LLC 0.08% Add +15.9% 290,301 $14.5M
Main Street Financial Solutions, LLC 1.05% Add +5.7% 286,926 $14.4M
Granite Bay Wealth Management, LLC 2.93% New 275,375 $13.7M
Occidental Asset Management, LLC 1.59% Add +18.8% 268,046 $13.4M
Thrivent Financial for Lutherans 0.03% Add +3.2% 257,623 $12.9M
Farther Finance Advisors, LLC 0.12% Add +7.5% 250,189 $12.5M
Anderson Financial Strategies, LLC 6.63% Add +6.8% 241,993 $12.1M
Equitable Holdings, Inc. 0.08% Add +2.6% 240,697 $12.0M
Integrated Wealth Concepts LLC 0.10% Add +16.9% 238,543 $11.9M
IFP Advisors, Inc 0.25% Add +19.1% 236,690 $11.8M
PDS Planning, Inc 0.77% Add +2.1% 232,948 $11.7M
Kelly Financial Services LLC 2.80% Add +10.1% 232,388 $11.6M
Icon Wealth Advisors, LLC 0.73% Add +16.4% 225,372 $11.2M
Atria Investments, Inc 0.12% Add +14.7% 220,342 $11.0M
Corient Private Wealth LP 0.02% Add +12.1% 220,898 $10.9M
BIP Wealth, LLC 0.43% Add +1.3% 211,618 $10.6M
SteelPeak Wealth, LLC 0.33% Add +9.5% 211,579 $10.6M
Horst & Graben Wealth Management LLC 1.41% Add +11.3% 206,345 $10.3M
Stone House Investment Management, LLC 1.84% Add +6.6% 204,757 $10.2M
Mariner, LLC 0.01% Add +7.2% 195,228 $9.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -42.4% 192,826 $9.6M
Octavia Wealth Advisors, LLC 0.92% Reduce -14.4% 191,342 $9.6M
Private Advisor Group, LLC 0.04% Add +49.6% 187,217 $9.4M
Integrity Alliance, Llc. 0.35% Add +11.5% 184,882 $9.3M
Securian Asset Management, Inc. 0.34% Add +4.4% 174,026 $8.7M
Forum Private Client Group LLC 2.90% Add +5.0% 173,711 $8.7M
Tsfg, LLC 1.31% Add +4.3% 173,048 $8.7M
KWB Wealth 0.86% Reduce -2.0% 173,013 $8.7M
MLG Wealth Management DBA Pine Grove Financial Group 0.97% Add +8.2% 167,133 $8.4M
HSBC Holdings PLC 0.01% Add +0.7% 165,811 $8.3M
Boyd Wealth Management, LLC 3.51% Add +10.0% 165,810 $8.3M
Phillips Financial Management, LLC 0.59% Reduce -27.0% 162,062 $8.1M
One Wealth Advisors, LLC 0.98% Add +9.8% 157,788 $7.9M
Discipline Wealth Solutions, LLC 0.81% Add +18.1% 153,503 $7.7M
Brooklyn FI, LLC 1.61% Add +46.8% 152,725 $7.6M
New Capital Management LP 1.88% Add +57.5% 152,395 $7.6M
&partners 0.04% Add +25.4% 145,180 $7.3M
PAX Financial Group, LLC 1.23% Add +6.2% 144,391 $7.2M
Wells Fargo & Company 0.00% Add +29.4% 144,375 $7.2M
Appleton Partners Inc. 0.50% Add +6.0% 143,849 $7.2M
Orion Porfolio Solutions, LLC 0.06% Reduce -38.3% 140,031 $7.0M
Robinswood Financial LLC 2.20% Add +5.8% 140,026 $7.0M
Lodestar Private Asset Management LLC 0.67% Add +2.7% 136,284 $6.8M
LifePlan Investment Advisors, Inc. 2.66% Add +7.7% 135,167 $6.8M
Trek Financial, LLC 0.35% Add +10.3% 133,372 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +364.6% 127,038 $6.3M
Advisory Services Network, LLC 0.08% Add +12.3% 125,985 $6.3M
Shepherd Financial Partners LLC 0.60% Add +1788.9% 125,443 $6.3M
Mgo One Seven LLC 0.13% Add +10.7% 125,335 $6.3M
Capstone Financial Advisors, Inc. 0.34% Reduce -0.9% 124,794 $6.2M
AlphaStar Capital Management, LLC 0.46% Add +1371.1% 123,590 $6.2M
Kooman & Associates 1.84% Reduce -0.7% 123,404 $6.2M
JT Stratford LLC 0.79% Add +10.1% 122,897 $6.1M
Pure Financial Advisors, LLC 0.09% Add +13.9% 120,458 $6.0M
Milestone Asset Management, LLC 1.10% New 118,899 $5.9M
Arkansas Financial Group, Inc. 0.82% Reduce -1.2% 116,643 $5.8M
Vise Technologies, Inc. 0.11% No change 113,892 $5.7M
Keystone Financial Services 1.64% Add +12.6% 111,435 $5.6M
Continuum Advisory, LLC 0.53% Add +4.1% 109,828 $5.5M
Breakwater Investment Management 1.99% Add +18.7% 107,033 $5.4M
Perennial Investment Advisors, LLC 0.42% Add +50.7% 106,124 $5.3M
Greenspring Advisors, LLC 0.32% Add +6.9% 104,806 $5.2M
Gateway Wealth Partners, LLC 0.20% Add +257.9% 104,499 $5.2M
Cordoba Advisory Partners LLC 1.44% Add +134.5% 104,367 $5.2M
Brookstone Capital Management 0.06% Add +10.2% 104,313 $5.2M
BlueStem Wealth Partners, LLC 0.58% Reduce -68.6% 103,537 $5.2M
Moneywise, Inc. 2.23% Add +52.8% 102,246 $5.1M
Kestra Advisory Services, LLC 0.02% Add +6.0% 102,142 $5.1M
Procyon Advisors, LLC 0.25% Reduce -0.0% 101,578 $5.1M
Xena Financial Planning, LLC 5.59% Add +19.1% 98,980 $5.0M
Regal Investment Advisors LLC 0.28% Add +10.2% 97,909 $4.9M
Exencial Wealth Advisors, LLC 0.15% Reduce -6.9% 97,232 $4.9M
Legacy Wealth Partners, LLC 1.19% Add +948.8% 95,019 $4.8M
Wiser Wealth Management, Inc 1.02% Add +3.8% 94,866 $4.7M
Beacon Bridge Wealth Partners, LLC 1.57% Add +1.3% 93,827 $4.7M
Diversify Wealth Management, LLC 0.08% Add +59.4% 93,719 $4.7M
Blue Trust, Inc. 0.05% Add +1.1% 93,249 $4.7M
Elevated Financial Group LLC 1.54% Add +13.3% 92,647 $4.6M
Aletheian Wealth Advisors LLC 2.25% — 92,425 $4.6M
Invst, LLC 0.52% Reduce -0.1% 92,114 $4.6M
Steward Partners Investment Advisory, LLC 0.02% Add +8.8% 91,365 $4.6M
Bay Harbor Wealth Management, LLC 1.18% Add +2.4% 91,004 $4.6M
FFG Retirement Advisors LLC 2.65% Add +12.8% 90,953 $4.6M
HighTower Advisors, LLC 0.00% Add +10.9% 88,917 $4.4M
U.S. Capital Wealth Advisors, LLC 0.11% Add +8.9% 88,451 $4.4M
Wealth Alliance, LLC 0.44% Add +10.3% 88,293 $4.4M
Legacy Financial Group LLC 0.56% Add +7.5% 88,287 $4.4M
Valmark Advisers, Inc. 0.05% Reduce -0.3% 87,595 $4.4M
Synergy Investment Management, LLC 1.43% Add +679.6% 87,313 $4.4M
Cobblestone Asset Management LLC 1.96% Add +7.0% 87,135 $4.4M
Clear Creek Financial Management, LLC 0.33% Add +3.7% 86,088 $4.3M
Principal Securities, Inc. 0.06% Add +18.0% 85,342 $4.3M
Focus Partners Wealth 0.00% Add +7.8% 85,070 $4.3M
Balance Wealth Partners LLC 1.29% Add +1.1% 83,332 $4.2M
Keystone Financial Group 0.28% Add +12.0% 82,822 $4.1M
SigFig Wealth Management, LLC 0.12% Add +7.1% 82,528 $4.1M
Evolution Advisers, Inc. 1.70% Add +120.7% 80,531 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -14.3% 80,484 $4.0M
Concurrent Investment Advisors, LLC 0.04% Add +51.6% 79,770 $4.0M
Strategic Financial Partners, Ltd. 1.72% Add +42.8% 79,630 $4.0M
JGP Wealth Management, LLC 0.41% Add +3.4% 79,503 $4.0M
Independent Advisor Alliance 0.04% New 79,303 $4.0M
Harbour Investments, Inc. 0.06% Add +310.6% 77,070 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +3.4% 77,032 $3.9M
Paragon Advisors, LLC 1.03% Reduce -6.2% 76,448 $3.8M
Alterna Wealth Management, Inc. 2.88% Add +42.9% 75,903 $3.8M
Allstreet Capital Advisors LLC 2.78% Add +11.7% 75,177 $3.8M
Advus Financial Partners, LLC 0.93% Add +6.0% 74,329 $3.7M
Sovran Advisors, LLC 0.29% Add +5.2% 73,863 $3.7M
Quad-Cities Investment Group, LLC 1.45% Reduce -11.9% 72,821 $3.6M
Orin Green Financial, LLC 1.48% Add +5.0% 72,149 $3.6M
True Vision MN LLC 1.85% Add +21.1% 71,738 $3.6M
Bannerman Wealth Management Group, LLC 2.36% Add +1.0% 69,872 $3.5M
Liberty Wealth Management LLC 0.43% Add +125.4% 69,506 $3.5M
WCG Wealth Advisors LLC 0.10% Add +4.7% 68,591 $3.4M
Daviman Financial, LLC 2.03% Add +5.7% 68,567 $3.4M
Mayflower Financial Advisors, LLC 0.42% Add +15.5% 68,409 $3.4M
World Investment Advisors 0.05% Add +4.8% 67,650 $3.4M
Summit Wealth Group, LLC 0.78% Reduce -0.4% 67,511 $3.4M
Camelot Technology Advisors, Inc. 2.48% Add +18.0% 67,494 $3.4M
Midwestern Financial, LLC 2.66% Add +24.5% 67,458 $3.4M
Investment Partners, LTD. 1.19% Add +11.2% 67,040 $3.4M
Curtis Wealth Management LLC 3.14% Add +189.8% 66,850 $3.3M
Shared Vision Wealth Group LLC 1.36% Add +21.3% 66,483 $3.3M
Allegheny Financial Group 0.44% Add +1.6% 65,227 $3.3M
IHT Wealth Management, LLC 0.08% Reduce -80.2% 64,743 $3.2M
Dynamic Advisor Solutions LLC 0.10% Add +8.3% 64,451 $3.2M
Core Wealth Advisors, LLC 2.47% Add +6.0% 64,299 $3.2M
Grove Street Fiduciary, LLC 1.40% No change 63,523 $3.2M
Hardy Reed LLC 0.23% Reduce -1.9% 62,639 $3.1M
HighPoint Advisor Group LLC 0.13% Add +9.6% 62,468 $3.1M
Centurion Wealth Management LLC 0.70% Add +11.4% 62,231 $3.1M
Partners in Financial Planning 0.51% Add +4.3% 62,001 $3.1M
Ashton Thomas Private Wealth, LLC 0.07% Add +17.6% 60,766 $3.0M
McIlrath & Eck, LLC 0.22% Add +11.5% 58,904 $2.9M
Baird Financial Group, Inc. 0.00% Add +5.0% 58,826 $2.9M
Renaissance Technologies 0.00% New 58,700 $2.9M
Peak Wealth Management LLC 2.40% Add +7.8% 58,345 $2.9M
Endeavor Private Wealth, Inc. 0.83% Add +13.5% 57,530 $2.9M
Scarborough Advisors, LLC 0.31% Reduce -14.1% 57,438 $2.9M
Detalus Advisors, LLC 0.65% Add +6.3% 57,021 $2.9M
PFG Advisors 0.14% Reduce -16.0% 56,817 $2.8M
McKinley Carter Wealth Services, Inc. 0.16% Reduce -81.8% 56,468 $2.8M
Hunter Associates Investment Management LLC 0.37% Add +31.8% 56,071 $2.8M
WealthShield Partners, LLC 0.31% Add +5.2% 55,474 $2.8M
Vertex Planning Partners, LLC 0.53% Add +15.0% 54,935 $2.7M
Richard W. Paul & Associates, LLC 0.92% Add +14.8% 54,823 $2.7M
Simplicity Wealth,LLC 0.15% Add +9.8% 54,418 $2.7M
Revisor Wealth Management LLC 0.74% Reduce -0.4% 53,517 $2.7M
VestGen Advisors, LLC 0.07% Add +504.8% 53,229 $2.7M
Wealth Advisory Solutions, LLC 0.59% Add +7.9% 52,631 $2.6M
Sage Rhino Capital LLC 0.49% Add +15.1% 52,330 $2.6M
Kilter Group LLC 1.11% Reduce -3.3% 51,592 $2.6M
FC Advisory LLC 0.75% Add +1.6% 50,996 $2.6M
Parallel Advisors, LLC 0.05% Add +696.1% 50,046 $2.5M
Snowden Capital Advisors LLC 0.07% Add +16.6% 49,207 $2.5M
Prepared Retirement Institute LLC 1.22% Add +4.4% 49,046 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +114.6% 48,742 $2.4M
Addison Advisors LLC 0.53% Add +7.8% 48,095 $2.4M
Resolute Wealth Advisor, Inc. 1.37% — 47,973 $2.4M
Stonekeep Investments, LLC 1.55% Add +3.5% 47,790 $2.4M
Compass Financial Group, Inc. 1.07% Reduce -0.4% 47,355 $2.4M
Cornerstone Planning Group LLC 0.31% Add +36.5% 47,008 $2.3M
Seeds Investor LLC 0.32% New 46,714 $2.3M
Columbus Macro, LLC 0.25% Reduce -40.2% 46,715 $2.3M
Ashton Thomas Securities, LLC 0.29% New 46,622 $2.3M
Synergy Asset Management, LLC 0.25% Add +15.4% 46,473 $2.3M
Corepath Wealth Partners LLC 1.57% Add +6.1% 46,376 $2.3M
NBT Bank, N.A. 0.15% Add +7.5% 46,272 $2.3M
ShoreHaven Wealth Partners, LLC 0.83% Add +511.7% 46,089 $2.3M
Twin Peaks Wealth Advisors, LLC 0.58% Add +23.1% 45,838 $2.3M
Atlatl Advisers LLC 1.69% Add +26.8% 45,613 $2.3M
Chatterton & Associates Inc. 1.56% Add +43.7% 44,589 $2.2M
Livet Wealth, LLC 1.40% Add +1.8% 44,115 $2.2M
Hoxton Planning & Management, LLC 0.66% Add +18.8% 44,054 $2.2M
Vawter Financial, Ltd. 0.91% Add +10.3% 43,327 $2.2M
Western Wealth Management, LLC 0.08% Add +730.7% 42,930 $2.1M
Center For Asset Management LLC 1.05% Add +101.2% 42,141 $2.1M
City State Bank 0.55% Add +0.7% 42,040 $2.1M
Patriot Investment Management Group, Inc. 0.13% Reduce -1.1% 41,683 $2.1M
Theory Financial LLC 0.73% Add +7.2% 41,440 $2.1M
Beto Financial Group, LLC 1.19% Reduce -20.9% 40,704 $2.0M
Elevation Point Wealth Partners, LLC 0.05% Add +148.3% 40,529 $2.0M
Range Advisory, LLC 0.37% Add +128.6% 40,057 $2.0M
Merkkuri Wealth Advisors LLC 1.32% Reduce -0.9% 39,933 $2.0M
Factor Wealth Management LTD 0.37% Add +4.8% 39,644 $2.0M
May Hill Capital, LLC 0.50% Add +21.8% 39,638 $2.0M
Csenge Advisory Group 0.09% Add +9.2% 39,220 $2.0M
Polaris Investment Advisors, LLC 1.40% Add +7.3% 38,491 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +17.4% 38,480 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +108.0% 38,069 $1.9M
Richmond Investment Services, LLC 0.31% Add +366.1% 37,943 $1.9M
Bfsg, LLC 0.18% Add +15.6% 37,835 $1.9M
Leavell Investment Management, Inc. 0.08% Add +31.8% 37,549 $1.9M
Tradition Wealth Management, LLC 0.13% Add +4.3% 37,183 $1.9M
Comprehensive Wealth Management, LLC 0.94% Add +12.4% 37,168 $1.9M
Northern Lights Advisors, Inc. 1.23% Add +4.1% 36,410 $1.8M
Wedmont Private Capital 0.06% Add +0.5% 36,165 $1.8M
Ausdal Financial Partners, Inc. 0.08% Add +32.9% 36,045 $1.8M
Goldman Sachs Group Inc. 0.00% No change 35,759 $1.8M
Cypress Wealth Services, LLC 0.25% Add +16.4% 34,856 $1.7M
BridgePort Financial Solutions, LLC 0.49% Add +8.1% 34,839 $1.7M
Blossom Wealth Management 2.58% Add +4.4% 34,773 $1.7M
One Wealth Capital Management, LLC 0.75% Add +0.7% 34,595 $1.7M
Financial Architects, LLC 0.90% Add +469.7% 34,210 $1.7M
Cassilly Financial Group LLC 1.47% Add +6.8% 33,925 $1.7M
Lifelong Wealth Advisors, Inc. 0.45% Add +8.8% 33,902 $1.7M
Range Financial Group LLC 0.57% Add +11.6% 33,754 $1.7M
Horizons Wealth Management 1.12% Add +10.6% 33,650 $1.7M
Tenret Co LLC 0.81% Reduce -18.6% 33,534 $1.7M
Independent Financial Group, LLC 0.04% Add +35.0% 32,558 $1.6M
Keebeck Wealth Management 0.18% Add +258.5% 31,989 $1.6M
Redwood Investment Management, LLC 0.20% Add +12.5% 31,920 $1.6M
Napier Financial, LLC 0.36% Reduce -3.2% 31,726 $1.6M
Friedenthal Financial 0.80% Add +2.1% 31,683 $1.6M
Headinvest, LLC 0.32% New 31,533 $1.6M
Smartleaf Asset Management LLC 0.06% Add +14.7% 31,468 $1.6M
CFS Investment Advisory Services, LLC 0.11% Reduce -12.3% 31,200 $1.6M
Advisory Alpha, LLC 0.04% Add +9.6% 30,551 $1.5M
Rothschild Wealth LLC 0.14% Add +11.2% 30,496 $1.5M
OneDigital Investment Advisors LLC 0.01% Add +3.5% 29,876 $1.5M
Portfolio Resources Advisor Group, Inc. 1.45% Add +12.3% 29,234 $1.5M
RFG Advisory, LLC 0.03% Reduce -19.2% 29,192 $1.5M
Exchange Bank 0.99% Add +16.7% 28,446 $1.4M
Fairview Capital Investment Management, LLC 0.08% New 28,365 $1.4M
Maia Wealth LLC 0.24% Reduce -2.1% 28,340 $1.4M
Global View Capital Management LLC 0.37% Reduce -3.3% 27,657 $1.4M
Allworth Financial LP 0.01% Reduce -6.5% 27,616 $1.4M
Swmg, LLC 0.39% Reduce -0.7% 27,608 $1.4M
Mutual Advisors, LLC 0.03% Add +27.7% 27,578 $1.4M
Verus Capital Partners, LLC 0.09% Add +9.0% 27,516 $1.4M
Pinion Investment Advisors, LLC 0.32% Add +83.4% 27,214 $1.4M
M1 Capital Management LLC 0.63% Add +9.3% 27,150 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -46.2% 26,993 $1.4M
Brookwood Investment Group LLC 0.17% Add +43.8% 26,599 $1.3M
Columbia River Financial Group, LLC 0.77% Reduce -3.2% 26,565 $1.3M
J.M. Arbour, LLC 1.27% Add +8.8% 26,393 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -7.6% 26,274 $1.3M
Strategic Investment Advisors / MI 0.09% Add +135.1% 26,212 $1.3M
Natixis Advisors, LLC 0.00% Add +38.7% 25,730 $1.3M
Eclectic Associates Inc. 0.17% Reduce -52.3% 25,702 $1.3M
Hexagon Capital Partners LLC 0.19% Add +32.3% 25,616 $1.3M
LexAurum Advisors, LLC 0.17% — 25,456 $1.3M
WealthPLAN Partners, LLC 0.25% Add +5.6% 25,330 $1.3M
Beacon Financial Advisory LLC 0.29% Add +16.2% 25,251 $1.3M
Barnes Wealth Management Group, Inc 0.63% Add +3.3% 24,864 $1.2M
Firethorn Wealth Partners, LLC 0.45% Add +6.2% 24,557 $1.2M
WealthPoint Financial, LLC 1.00% Add +7.6% 23,814 $1.2M
Mosley Wealth Management 0.54% Add +0.8% 23,229 $1.2M
BCU Wealth Advisors, LLC 0.44% Add +5.7% 23,614 $1.2M
Park Place Capital Corp 0.24% No change 23,463 $1.2M
Bear Mountain Capital, Inc. 0.35% Reduce -0.9% 23,396 $1.2M
Davis Wealth Advisors, LLC 0.97% Add +9.4% 23,308 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Reduce -3.4% 23,084 $1.2M
Ackerman Capital Advisors, LLC 0.23% Add +1.0% 22,787 $1.1M
Ascentis Independent Advisors 0.09% New 22,623 $1.1M
Sachetta, LLC 0.60% Add +1.3% 22,246 $1.1M
Integrity Advisory Solutions, LLC 0.15% Add +22.0% 22,123 $1.1M
Valpey Financial Services, LLC 0.72% Add +0.4% 22,101 $1.1M
Comprehensive Money Management Services LLC 0.71% Reduce -0.7% 21,603 $1.1M
Hopwood Nicholas Hunter 0.34% Add +5.6% 21,410 $1.1M
Indivisible Partners 0.09% Add +82.9% 21,376 $1.1M
Tiaa Trust, National Association 0.06% Reduce -93.5% 21,150 $1.1M
Tempus Wealth Planning, LLC 0.24% Add +99.9% 21,090 $1.1M
Two West Capital Advisors LLC 0.56% Add +33.2% 21,162 $1.1M
Capital Wealth Management, LLC 0.28% Add +19.9% 21,039 $1.1M
Apollon Financial, LLC 0.15% Add +18.6% 20,996 $1.1M
Gen-Wealth Partners Inc 0.33% Add +7.8% 20,953 $1.0M
Nwam LLC 0.06% Add +23.1% 20,870 $1.0M
CGN Advisors LLC 0.08% Add +30.4% 20,835 $1.0M
EP Wealth Advisors, LLC 0.01% Reduce -41.4% 20,638 $1.0M
Eight 31 Financial, LLC 0.62% Reduce -0.1% 20,416 $1.0M
Bush Investment Group, LLC 0.55% Add +10.4% 20,192 $1.0M
JFS Wealth Advisors, LLC 0.06% New 19,937 $998K
Note Advisors, LLC 0.50% Add +6.4% 19,933 $997K
Able Wealth Management LLC 0.27% New 19,823 $992K
Strategic Blueprint, LLC 0.06% Add +18.8% 19,586 $980K
CoreCap Advisors, LLC 0.03% Add +15.4% 19,493 $975K
Great Valley Advisor Group, Inc. 0.02% Add +12.6% 19,333 $967K
Sowell Financial Services LLC 0.04% Add +17.2% 19,253 $963K
Unify Financial Advisors 1.00% Add +19.8% 19,165 $959K
First Heartland Consultants, Inc. 0.07% Add +3.8% 19,110 $956K
Avidian Wealth Enterprises, LLC 0.03% Add +3.3% 19,102 $956K
Venturi Wealth Management, LLC 0.04% New 18,921 $947K
B. Riley Wealth Advisors, Inc. 0.06% Reduce -3.5% 18,793 $936K
Financial Planning Navigators CORP 0.40% Add +54.9% 18,393 $920K
Capital Investment Management, Inc. 0.32% Add +14.8% 18,352 $918K
XY Planning Network, Inc. 0.15% Add +46.2% 18,381 $916K
Apeiron RIA LLC 0.21% Reduce -60.4% 18,221 $912K
Braun-Bostich & Associates Inc. 0.56% Add +202.2% 18,015 $901K
Aspect Partners, LLC 0.36% Add +33.9% 17,563 $879K
Fifth Third Bancorp 0.00% Add +12714.7% 17,428 $872K
American Financial & Tax Strategies Inc. 0.42% Reduce -1.1% 17,368 $869K
Droms Strauss Advisors Inc. /Mo/ 0.23% Reduce -0.7% 17,351 $868K
Citigroup Inc. 0.00% Add +893.4% 17,236 $863K
Advyzon Investment Management, LLC 0.08% Add +9.5% 17,201 $861K
Vested Financial Planning, LLC 0.65% Add +22.3% 17,163 $859K
Aspen Wealth Management LLC 0.17% Add +20.2% 17,143 $858K
Compton Financial Group, LLC 0.19% Reduce -22.7% 16,907 $846K
BOS Asset Management, LLC 0.22% Add +6.3% 16,900 $846K
Belpointe Asset Management LLC 0.03% Add +3.4% 16,798 $841K
Charles Schwab Trust Co 0.05% Add +29.4% 16,649 $833K
Vestmark Advisory Solutions, Inc. 0.01% Add +4.9% 16,631 $832K
Waverly Advisors, LLC 0.01% Reduce -4.8% 16,595 $830K
Strathmore Capital Advisors, Inc. 0.23% New 16,464 $825K
Private Advisory Group LLC 0.06% New 16,135 $807K
Caliber Wealth Management, LLC / KS 0.09% Add +11.4% 15,828 $792K
Hobbs Wealth Management, LLC 0.77% Add +35.3% 15,541 $778K
Signature Estate & Investment Advisors LLC 0.02% Add +111.2% 15,529 $777K
Finley Financial, LLC 0.36% No change 15,430 $772K
RDA Financial Network 0.19% Add +9.8% 15,428 $772K
Absolute Capital Management, LLC 0.26% Add +38.5% 15,359 $769K
Hershey Financial Advisers, LLC 0.66% Add +27.9% 15,345 $768K
Arete Wealth Advisors, LLC 0.06% Reduce -12.9% 15,249 $763K
Physician Wealth Solutions Inc. 0.32% No change 15,241 $763K
Hennion & Walsh Asset Management, Inc. 0.03% Add +222.2% 15,227 $762K
Regimen Wealth, LLC 0.22% Reduce -21.6% 15,142 $758K
Upper Left Wealth Management, LLC 0.45% Add +40.0% 15,101 $756K
J.W. Cole Advisors, Inc. 0.03% Add +7.0% 15,045 $753K
Prospect Financial Group LLC 0.69% Reduce -0.0% 14,967 $749K
Creative Financial Designs Inc. 0.05% Add +10.9% 14,942 $748K
Intergy Private Wealth, LLC 0.22% Add +6.1% 14,853 $743K
Retirement Wealth Solutions LLC 0.46% Add +12.7% 14,592 $730K
RHS Financial, LLC 0.34% Add +61.0% 14,531 $727K
Brand Asset Management Group, Inc. 0.19% Reduce -7.4% 14,424 $722K
Old National Bancorp 0.01% Reduce -4.2% 14,117 $706K
Fifth Third Securities, Inc. 0.05% Reduce -0.7% 13,973 $699K
Compound Planning, Inc. 0.02% New 13,929 $697K
Burns Matteson Capital Management, LLC 0.27% Reduce -0.3% 13,691 $685K
Bank of Montreal 0.00% Add +22.6% 13,591 $680K
Curtis Advisory Group, LLC 0.15% Add +0.1% 13,511 $676K
Heartwood Wealth Advisors LLC 0.06% Add +1.5% 13,095 $655K
Ameritas Investment Partners, Inc. 0.02% Add +2.9% 12,837 $642K
Choreo, LLC 0.01% Reduce -38.0% 12,694 $635K
Spire Wealth Management 0.02% Add +8.5% 12,636 $632K
RCS Financial Planning, LLC 0.33% Reduce -47.4% 12,527 $627K
Grand Wealth Management, LLC 0.29% Reduce -26.1% 12,500 $626K
Arkadios Wealth Advisors 0.01% Add +49.5% 12,457 $623K
Signal Advisors Wealth, LLC 0.04% Reduce -24.6% 12,437 $622K
Focus Partners Advisor Solutions, LLC 0.01% New 12,318 $616K
M Holdings Securities, Inc. 0.04% Reduce -27.4% 12,258 $613K
Golden State Wealth Management, LLC 0.06% Add +681.8% 11,727 $587K
Private Trust Co. NA 0.05% Add +4.6% 11,703 $586K
Glass Jacobson Investment Advisors llc 0.20% Reduce -4.3% 11,620 $581K
Maripau Wealth Management LLC 0.26% Add +4.5% 11,600 $580K
Sutton Place Investors LLC 0.32% Add +7.0% 11,586 $580K
Concorde Asset Management, LLC 0.28% Add +4.1% 11,523 $577K
EverSource Wealth Advisors, LLC 0.02% Add +49.4% 11,395 $570K
Deutsche Bank AG 0.00% No change 11,370 $569K
Empower Advisory Group, LLC 0.00% Reduce -22.9% 11,312 $566K
Riverbend Wealth Management, LLC 0.34% Add +12.2% 11,088 $555K
Silver Oak Securities, Incorporated 0.04% Add +0.1% 11,043 $553K
Tarbox Family Office, Inc. 0.09% Add +2.0% 10,941 $547K
Acorn Financial Advisory Services Inc. 0.07% Reduce -5.2% 10,865 $544K
DAVENPORT & Co LLC 0.00% Add +22.8% 10,834 $542K
Sovereign Financial Group, Inc. 0.09% Add +5.3% 10,755 $538K
Transcend Capital Advisors, LLC 0.04% Add +19.5% 10,603 $531K
OMNI 360 Wealth, Inc. 0.27% Add +21.9% 10,489 $525K
Capital Asset Managemnet, LLC 0.59% Add +8.9% 10,487 $525K
Aspire Private Capital, LLC 0.12% Add +7.7% 10,434 $522K
WealthTrak Capital Management LLC 0.37% Add +4.7% 10,332 $517K
Asempa Wealth Advisors 0.45% New 10,301 $514K
Strategy Asset Managers LLC 0.08% Add +18.4% 10,234 $512K
Resurgent Financial Advisors LLC 0.19% Add +7.9% 10,151 $508K
MSH Capital Advisors LLC 0.11% Add +4.0% 10,075 $504K
Wealthgarden F.S. LLC 0.34% Add +78.8% 10,059 $503K
Summit Financial Strategies, Inc. 0.04% Reduce -15.9% 9,937 $497K
Sanchez Gaunt Capital Management, LLC 0.31% — 9,783 $490K
BlueSky Wealth Advisors, LLC 0.06% New 9,642 $482K
Transamerica Financial Advisors, LLC 0.04% Add +29.1% 9,540 $477K
Sharper & Granite LLC 0.16% Add +25.5% 9,289 $465K
Clark Asset Management, LLC 0.04% Reduce -7.2% 9,231 $462K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -0.5% 9,232 $461K
Larson Financial Group LLC 0.01% Reduce -5.7% 9,071 $454K
Apex Wealth Management, LLC 0.31% Reduce -71.2% 9,024 $452K
Sigma Planning Corp 0.01% Reduce -14.3% 8,977 $449K
Perigon Wealth Management, LLC 0.01% Add +9.7% 8,944 $448K
Catalina Capital Group, LLC 0.27% Add +8.1% 8,939 $447K
Amicus Financial Advisors, LLC 0.12% Add +0.1% 8,927 $447K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +8.8% 8,809 $441K
Zhang Financial LLC 0.02% New 8,763 $439K
Retirement Investment Advisors, Inc. 0.03% No change 8,672 $434K
Insight Wealth Strategies, LLC 0.05% Add +8.7% 8,663 $433K
Parkway Wealth Management Group, LLC 0.05% Add +24.3% 8,625 $432K
Cape Investment Advisory, Inc. 0.14% Add +20.4% 8,528 $427K
Flagstar Securities, Inc. 0.15% Reduce -2.7% 8,453 $423K
Sensenig Capital Advisors, Inc 0.43% Add +0.6% 8,428 $422K
Bigelow Investment Advisors, LLC 0.17% Reduce -7.1% 8,385 $420K
Lifeworks Advisors, LLC 0.05% Reduce -27.6% 8,376 $419K
Cardinal Strategic Wealth Guidance 0.11% Add +1.8% 7,991 $400K
Pacific Excel Wealth Advisors, Inc. 0.42% New 7,928 $397K
EFG International AG 0.01% New 7,903 $395K
Vision Retirement, LLC 0.11% Reduce -7.4% 7,899 $395K
CFG Wealth Management Services, Inc. 0.37% No change 7,916 $392K
Latitude Advisors, LLC 0.18% Add +48.8% 7,820 $391K
Retirement Guys Formula LLC 0.18% New 7,747 $388K
Cary Street Partners Investment Advisory LLC 0.10% Add +20.5% 7,746 $388K
VestGen Investment Management 0.21% Add +1.6% 7,539 $377K
Ameritas Advisory Services, LLC 0.01% Add +60.8% 7,511 $376K
World Equity Group, Inc. 0.10% Add +18.4% 7,410 $371K
AQR Capital Management 0.00% Reduce -1.6% 7,284 $364K
Carter Financial Group, INC. 0.22% Reduce -2.7% 7,259 $363K
Avantra Family Wealth, Inc. 0.27% Add +1.3% 7,206 $361K
Blalock Williams, LLC 0.28% Add +27.5% 7,201 $360K
Freedom Investment Management, Inc. 0.11% Reduce -10.4% 7,149 $358K
Global Financial Private Client, LLC 0.12% Add +3.0% 7,126 $357K
Syntegra Private Wealth Group, LLC 0.03% Add +0.9% 7,058 $353K
Argent Trust Co 0.01% Add +62.4% 6,986 $350K
Madson Wealth Advisors Inc 0.29% — 6,906 $346K
Archer Investment Management, LLC 0.14% Reduce -52.8% 6,870 $344K
Ascent Group, LLC 0.01% New 6,802 $340K
UMB Bank, n.a. 0.00% Add +0.3% 6,751 $338K
W Advisors, LLC 0.17% Reduce -6.5% 6,729 $337K
Kickstand Ventures, Llc. 0.07% New 6,679 $334K
Cooper Financial Group 0.03% Add +59.4% 6,660 $333K
Rehmann Capital Advisory Group 0.02% Reduce -4.3% 6,644 $333K
McDonald Partners LLC 0.08% New 6,505 $326K
Empirical Asset Management, LLC 0.09% Add +29.2% 6,491 $325K
BDFS Capital LLC 0.16% Add +6.3% 6,444 $322K
LiftPoint Family Wealth Advisors LLC 0.26% Add +3.9% 6,327 $317K
W.H. Cornerstone Investments Inc. 0.20% No change 6,318 $316K
Fiscal Wisdom Wealth Management, LLC 0.30% Add +32.1% 6,282 $314K
ASL Financial, LLC 0.25% Add +13.8% 6,259 $313K
Gladstone Institutional Advisory LLC 0.01% New 6,236 $312K
Saxony Capital Management, LLC 0.18% Add +10.3% 6,161 $308K
PFG Investments, LLC 0.01% New 6,075 $304K
Garrison Point Advisors, LLC 0.14% No change 6,050 $303K
NorthStar Asset Management LLC 0.15% Add +14.2% 6,043 $302K
Columbia Advisory Partners LLC 0.19% New 6,019 $301K
RBA Wealth Management, LLC 0.11% Add +0.6% 5,950 $298K
Stirlingshire Investments, Inc. 0.26% Add +21.8% 5,913 $296K
Cascade Financial Partners, LLC 0.03% Reduce -8.1% 5,824 $291K
Kingswood Wealth Advisors, LLC 0.01% New 5,724 $286K
First Bank & Trust 0.05% New 5,702 $285K
Level Financial Advisors 0.07% No change 5,700 $285K
Alta Wealth Advisors LLC 0.09% New 5,677 $284K
Pinnacle Family Advisors, LLC 0.13% Add +6.4% 5,659 $283K
Fortune Financial Advisors, LLC 0.14% New 5,482 $274K
Blue Capital, Inc. 0.18% Add +6.3% 5,434 $272K
Krilogy Financial LLC 0.01% Reduce -16.3% 5,431 $271K
Yukon Wealth Management, Inc. 0.16% Add +28.9% 5,421 $271K
Wedbush Securities Inc. 0.01% New 5,418 $271K
AdvisorNet Financial, Inc 0.01% Add +13.5% 5,356 $268K
Lantern Wealth Advisors, LLC 0.14% New 5,328 $267K
Fulcrum Equity Management 0.26% Add +2.5% 5,322 $266K
Strategies Wealth Advisors, LLC 0.03% New 5,280 $264K
Stonebridge Financial Planning Group, LLC 0.09% New 5,142 $257K
Strategic Financial Planning, Inc. 0.15% New 10,360 $257K
Silverlake Wealth Management LLC 0.05% New 5,108 $256K
ONE Advisory Partners, LLC 0.08% Reduce -3.4% 5,044 $252K
Regent Peak Wealth Advisors LLC 0.05% No change 5,033 $252K
Balefire, LLC 0.05% New 5,012 $251K
Brucke Financial, Inc. 0.13% Add +4.7% 4,988 $250K
Hutchens & Kramer Investment Management Group, LLC 0.08% Add +4.1% 4,950 $248K
GWN Securities Inc. 0.05% Add +18.6% 4,931 $247K
Quartz Partners, LLC 0.09% New 4,881 $244K
Stewardship Advisors, LLC 0.06% Add +5.4% 4,868 $244K
Benjamin Edwards Inc. 0.00% Add +4.1% 4,774 $239K
Composition Wealth, LLC 0.00% Reduce -8.8% 4,733 $237K
Avant Financial Advisors LLC 0.16% No change 4,679 $234K
Focused Alpha, LLC 0.07% Add +2.8% 4,662 $233K
Markin Asset Management, LP 0.25% Reduce -23.0% 4,639 $232K
Kelly Financial Group LLC 0.06% Add +11.5% 4,631 $232K
Accretive Wealth Partners, LLC 0.06% New 4,593 $230K
US Bancorp \de 0.00% Reduce -98.4% 4,529 $227K
Beacon Pointe Advisors, LLC 0.00% New 4,525 $226K
CreativeOne Wealth, LLC 0.01% New 4,474 $224K
Western Financial Corp 0.08% Reduce -1.1% 4,332 $217K
Family Investment Center, Inc. 0.04% Reduce -10.5% 4,290 $215K
LongView Wealth Management 0.05% New 4,285 $214K
GuidedMoney, LLC 0.11% New 4,284 $214K
IVC Wealth Advisors LLC 0.09% New 4,275 $214K
Sound Income Strategies, LLC 0.01% Add +4.4% 4,169 $208K
Glenview Trust Co 0.00% New 4,133 $207K
Lockerman Financial Group, Inc. 0.37% New 4,132 $207K
Avantax Planning Partners, Inc. 0.01% Reduce -7.3% 4,108 $206K
Inscription Capital, LLC 0.02% New 4,104 $205K
Bright Futures Wealth Management, LLC. 0.14% Reduce -14.9% 4,037 $202K
Coldstream Capital Management Inc. 0.00% Reduce -2.4% 4,002 $200K
Raleigh Capital Management Inc. 0.06% Add +10.3% 3,503 $175K
Howe & Rusling Inc. 0.01% New 3,178 $159K
AlphaCore Capital LLC 0.00% Reduce -5.1% 2,990 $150K
North Star Investment Management Corp. 0.01% No change 2,905 $145K
FMR LLC 0.00% Reduce -56.7% 2,769 $139K
MAI Capital Management 0.00% No change 2,341 $117K
Horizon Financial Services, LLC 0.05% Reduce -4.2% 2,265 $113K
Capital Advisor Network LLC 0.15% — 2,143 $107K
Lanark Financial, Inc. 0.01% Add +65.6% 2,075 $104K
Financial Consulate, Inc. 0.01% Add +0.2% 2,002 $100K
JPL Wealth Management, LLC 0.02% New 2,001 $100K
SBI Securities Co., Ltd. 0.00% Add +32.0% 1,936 $97K
Hanson & Doremus Investment Management 0.01% No change 1,917 $96K
New Republic Capital, LLC 0.03% Add +2.6% 1,778 $89K
National Bank of Canada 0.00% No change 1,773 $89K
Godfrey Financial Associates, Inc. 0.07% Add +230.3% 1,681 $84K
SOA Wealth Advisors, LLC. 0.01% Add +0.1% 1,337 $67K
Strategic Advisory Partners, LLC 0.05% New 1,326 $66K
Fairway Wealth LLC 0.02% Reduce -1.2% 1,255 $63K
Opal Wealth Advisors, LLC 0.01% New 1,192 $60K
PNC Financial Services Group, Inc. 0.00% Add +18.9% 1,170 $59K
Vermillion Wealth Management, Inc. 0.02% Add +11.8% 1,050 $53K
Ameriflex Group, Inc. 0.02% No change 956 $48K
Forum Finance Group S.A. 0.02% — 1,150 $46K
Signature Equity Partners, LLC 0.02% Add +65.7% 855 $43K
Kopp Family Office, LLC 0.03% No change 839 $42K
International Assets Investment Management, LLC 0.00% Add +3.9% 823 $41K
Y.D. More Investments Ltd 0.00% No change 800 $40K
Wellington Grp LLC 0.01% New 792 $40K
Fairscale Capital, LLC 0.02% New 715 $36K
TFC Financial Management, Inc. 0.00% No change 711 $36K
Archer Investment Corp 0.01% Add +20.3% 710 $36K
Richardson Financial Services Inc. 0.02% Add +108.0% 680 $34K
Caitlin John, LLC 0.02% Add +2.3% 663 $33K
Glenmede Trust Co. NA 0.00% No change 652 $33K
Rossby Financial, LCC 0.01% Add +96.4% 595 $30K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% Reduce -37.1% 586 $29K
Geneos Wealth Management Inc. 0.00% No change 495 $25K
Strive Financial Group ,LLC 0.01% No change 471 $24K
Aventura Private Wealth, LLC 0.01% New 455 $23K
Pacific Center for Financial Services 0.01% Reduce -20.1% 454 $23K
Aptus Capital Advisors, LLC 0.00% Reduce -21.4% 326 $16K
Founders Financial Alliance, LLC 0.00% Add +276.3% 301 $15K
Gilpin Wealth Management, LLC 0.01% Add +622.5% 289 $14K
Capital Investment Advisory Services, LLC 0.00% Add +83.3% 286 $14K
Harbor Investment Advisory, LLC 0.00% Add +5.2% 285 $14K
SHP Wealth Management 0.00% Reduce -35.0% 271 $14K
Investors Research Corp 0.00% No change 262 $13K
Key Capital Management, INC 0.01% Add +13.0% 260 $13K
Cary Street Partners Financial LLC 0.00% Reduce -94.2% 258 $13K
Vanguard Advisers Inc. 0.00% — 235 $12K
Wilmington Savings Fund Society, FSB 0.00% No change 230 $12K
Providence Capital Advisors, LLC 0.00% No change 217 $11K
Glen Eagle Advisors, LLC 0.00% Add +8.5% 216 $11K
Nemes Rush Group LLC 0.00% No change 212 $11K
10Elms LLP 0.01% New 205 $10K
Guardian Wealth Advisors, LLC / NC 0.00% New 203 $10K
Financial Connections Group, Inc. 0.00% Add +0.5% 203 $10K
Hantz Financial Services, Inc. 0.00% New 205 $10K
MPWM Advisory Solutions, LLC 0.01% No change 193 $10K
Financial Freedom, LLC 0.00% New 190 $9K
REAP Financial Group, LLC 0.00% No change 185 $9K
Crewe Advisors LLC 0.00% Add +852.6% 181 $9K
Blueline Advisors LLC 0.01% Add +0.6% 179 $9K
Advocate Investing Services LLC 0.01% New 176 $9K
BNP Paribas Financial Markets 0.00% Reduce -65.7% 168 $8K
Chapman Financial Group, LLC 0.00% No change 122 $6K
Cranbrook Wealth Management, LLC 0.00% No change 115 $6K
Bogart Wealth, LLC 0.00% No change 109 $5K
Bell Investment Advisors, Inc 0.00% New 104 $5K
Clarity Asset Management, Inc. 0.00% New 100 $5K
Princeton Global Asset Management LLC 0.00% No change 66 $3K
Maseco LLP 0.00% No change 65 $3K
Silver Grove Financial Group, Inc. 0.00% New 63 $3K
Sunbelt Securities, Inc. 0.00% No change 55 $3K
CNB Bank 0.00% Reduce -15.6% 54 $3K
Eastern Bank 0.00% No change 54 $3K
Wolff Wiese Magana LLC 0.00% No change 53 $3K
Versant Capital Management, Inc 0.00% Add +10.4% 53 $3K
Team Financial Group, LLC 0.00% Add +2.1% 49 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 47 $2K
Kelleher Financial Advisors 0.00% New 45 $2K
Tidemark, LLC 0.00% New 44 $2K
Angeles Wealth Management, LLC 0.00% New 41 $2K
GGM Financial LLC 0.00% New 39 $2K
Ancora Advisors LLC 0.00% No change 36 $2K
Frazier Financial Advisors, LLC 0.00% No change 33 $2K
Global Wealth Strategies & Associates 0.00% New 32 $2K
Signaturefd, LLC 0.00% Add +2700.0% 28 $1K
Quaker Wealth Management, LLC 0.00% No change 25 $1K
Keating Financial Advisory Services, Inc. 0.00% New 25 $1K
Johnson Financial Group, Inc. 0.00% New 22 $1K
Trust Co 0.00% New 20 $1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 20 $1K
Chelsea Counsel Co. 0.00% No change 19 $951
Gill Capital Partners, LLC 0.00% New 17 $851
Anfield Capital Management, LLC 0.00% No change 16 $801
GHP Investment Advisors, Inc. 0.00% New 13 $651
United Financial Planning Group LLC 0.00% No change 11 $550
Financial Life Planners 0.00% New 10 $486
Copia Wealth Management 0.00% No change 9 $450
O'shaughnessy Asset Management, LLC 0.00% No change 7 $350
Longview Financial Advisors LLC 0.00% No change 6 $301
Imprint Wealth LLC 0.00% No change 6 $300
American National Bank & Trust 0.00% Reduce -33.3% 4 $200
Root Financial Partners, LLC 0.00% Reduce -63.6% 4 $200
Quadrant Capital Group LLC 0.00% No change 3 $153
North Ridge Wealth Advisors, Inc. 0.00% New 3 $132
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $101
Beaird Harris Wealth Management, LLC 0.00% No change 1 $51
Russell Investments Group, Ltd. 0.00% New 1 $50
Avion Wealth 0.00% No change 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.