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iShares Core International Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$259K +$261K +4,736 New
BFPW
152
BOK Financial Private Wealth
Colorado
$255K +$256K +4,652 New
NRI
153
NFP Retirement Inc
California
$252K +$253K +4,600 New
LWM
154
Laidlaw Wealth Management
New York
$251K +$252K +4,577 New
Baird Financial Group
155
Baird Financial Group
Wisconsin
$244K -$157K -2,847 -39%
CWM
156
Cornerstone Wealth Management
Missouri
$240K -$10.4K -189 -4%
WFA
157
Wade Financial Advisory
California
$238K +$239K +4,335 New
MPPLM
158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$235K +$26.2K +475 +12%
LIM
159
Leavell Investment Management
Alabama
$233K +$16.8K +305 +8%
HIM
160
Hanlon Investment Management
New Jersey
$228K +$1.27K +23 +0.6%
AAM
161
Advisors Asset Management
Colorado
$224K +$86.8K +1,575 +63%
APWM
162
Atlas Private Wealth Management
New York
$223K +$225K +4,078 New
SC
163
Scotia Capital
Ontario, Canada
$215K -$21.5K -390 -9%
SFS
164
Sowell Financial Services
Arkansas
$212K -$860K -15,609 -80%
HAM
165
Highstreet Asset Management
Ontario, Canada
$209K +$6.23K +113 +3%
CS
166
Capital Square
Tennessee
$205K +$207K +3,755 New
OAJ
167
Ogorek Anthony Joseph
New York
$179K -$131K -2,383 -42%
IA
168
IFP Advisors
Florida
$138K -$36.3K -658 -20%
LFG
169
LifePlan Financial Group
Ohio
$134K
NC
170
NewSquare Capital
Pennsylvania
$131K +$29.7K +539 +29%
ASN
171
Advisory Services Network
Georgia
$120K +$78.6K +1,427 +185%
TPWA
172
TRUE Private Wealth Advisors
Oregon
$116K -$8.82M -160,150 -99%
LWM
173
Lenox Wealth Management
Ohio
$109K +$91.9K +1,668 +513%
CAAS
174
Capital Asset Advisory Services
Michigan
$95K +$94.2K +1,710 New
RCC
175
Red Cedar Capital
Nebraska
$68K +$331 +6 +0.5%