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iShares Core International Aggregate Bond Fund

Name Holding Trade Value Shares
Change
Change in
Stake
XFP
151
Xena Financial Planning
Oregon
$4.95M +$797K +15,866 +19%
RIA
152
Regal Investment Advisors
Michigan
$4.9M +$454K +9,041 +10%
EWA
153
Exencial Wealth Advisors
Oklahoma
$4.87M -$361K -7,188 -7%
LWPC
154
Legacy Wealth Partners (Colorado)
Colorado
$4.75M +$4.32M +85,959 +949%
WWM
155
Wiser Wealth Management
Georgia
$4.75M +$172K +3,429 +4%
BBWP
156
Beacon Bridge Wealth Partners
Pennsylvania
$4.7M +$59.2K +1,177 +1%
DWM
157
Diversify Wealth Management
Utah
$4.67M +$1.76M +34,929 +59%
BTI
158
Blue Trust Inc
Georgia
$4.67M +$50.2K +999 +1%
EFG
159
Elevated Financial Group
Indiana
$4.64M +$545K +10,837 +13%
AWA
160
Aletheian Wealth Advisors
Washington
$4.62M +$4.65M +92,425 New
I
161
INVST
Indiana
$4.61M -$2.11K -42 -0%
SPIA
162
Steward Partners Investment Advisory
New York
$4.57M +$373K +7,416 +9%
BHWM
163
Bay Harbor Wealth Management
Maryland
$4.55M +$108K +2,139 +2%
FRA
164
FFG Retirement Advisors
Colorado
$4.55M +$520K +10,338 +13%
HighTower Advisors
165
HighTower Advisors
Illinois
$4.45M +$440K +8,761 +11%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$4.43M +$364K +7,246 +9%
WA
167
Wealth Alliance
New York
$4.42M +$413K +8,225 +10%
Legacy Financial Group (Iowa)
168
Legacy Financial Group (Iowa)
Iowa
$4.42M +$308K +6,133 +7%
VA
169
Valmark Advisers
Ohio
$4.38M -$14.8K -295 -0.3%
SIM
170
Synergy Investment Management
Florida
$4.37M +$3.83M +76,113 +680%
CAM
171
Cobblestone Asset Management
Virginia
$4.36M +$286K +5,688 +7%
CCFM
172
Clear Creek Financial Management
Washington
$4.31M +$156K +3,103 +4%
PS
173
Principal Securities
Iowa
$4.27M +$655K +13,039 +18%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$4.26M +$309K +6,148 +8%
BW
175
Balance Wealth
Ohio
$4.17M +$47.7K +949 +1%