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iShares Core International Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
301
Prospect Financial Group
Virginia
$772K +$14.3K +286 +2%
PWS
302
Physician Wealth Solutions
Nevada
$771K – – –
RW
303
Regimen Wealth
Georgia
$750K -$18.1K -361 -2%
MFA
304
Mayflower Financial Advisors
Massachusetts
$739K -$2.7M -53,806 -79%
RIA
305
Retirement Investment Advisors
Oklahoma
$737K +$307K +6,121 +71%
FF
306
Finley Financial
Nevada
$732K -$48.6K -970 -6%
CIA
307
Concurrent Investment Advisors
Florida
$709K -$3.3M -65,766 -82%
GJIA
308
Glass Jacobson Investment Advisors
Maryland
$708K +$119K +2,376 +20%
OWA
309
ORBA Wealth Advisors
Illinois
$705K +$698K +13,937 New
BMCM
310
Burns Matteson Capital Management
New York
$693K – – –
RIS
311
Richmond Investment Services
Wisconsin
$678K -$1.23M -24,553 -65%
HWA
312
Heartwood Wealth Advisors
Virginia
$663K – – –
ULWM
313
Upper Left Wealth Management
Florida
$657K -$106K -2,115 -14%
CAG
314
Curtis Advisory Group
California
$652K -$31K -619 -5%
AIP
315
Ameritas Investment Partners
Nebraska
$648K -$1.6K -32 -0.2%
BIG
316
Brookwood Investment Group
Arizona
$639K -$700K -13,961 -52%
BAMG
317
Brand Asset Management Group
Missouri
$638K -$90.5K -1,807 -13%
SW
318
Simplicity Wealth
New Jersey
$624K -$2.11M -42,095 -77%
FWP
319
Firethorn Wealth Partners
Georgia
$620K -$617K -12,306 -50%
TPA
320
Trivium Point Advisory
Connecticut
$620K +$614K +12,249 New
SFS
321
Summit Financial Strategies
Ohio
$612K +$108K +2,151 +22%
GWM
322
Grand Wealth Management
Michigan
$602K -$30.2K -602 -5%
SA
323
Sovran Advisors
California
$601K -$3.1M -61,779 -84%
AWA
324
Asempa Wealth Advisors
Louisiana
$591K +$69.1K +1,379 +13%
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$588K -$99.1K -1,978 -15%