Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| True Link Financial Advisors, LLC | 660,056 | $33,009 |
| MONEYWISE, INC. | 66,918 | $3,347 |
| Stadion Money Management, LLC | 303,984 | $15,202 |
| EQ LLC | 42,083 | $2,105 |
| Mosley Wealth Management | 23,037 | $1,184 |
| ORBA Wealth Advisors, L.L.C. | 9,688 | $484 |
| OMNI 360 Wealth, Inc. | 8,604 | $433 |
| RHS Financial, LLC | 9,026 | $451 |
| OLD MISSION CAPITAL LLC | 151,847 | $7,594 |
| Fiscal Wisdom Wealth Management, LLC | 4,756 | $238 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 58,790 | $2,953 |
| Saxony Capital Management, LLC | 5,585 | $279 |
| Avant Financial Advisors LLC | 4,679 | $234 |
| Financial Architects, LLC | 6,005 | $300 |
| WCG Wealth Advisors LLC | 65,540 | $3,278 |
| XY Planning Network, Inc. | 12,572 | $629 |
| Brucke Financial, Inc. | 4,766 | $238 |
| NorthStar Asset Management LLC /NJ/ | 5,292 | $265 |
| Latitude Advisors, LLC | 5,257 | $263 |
| Patrick Mauro Investment Advisor, INC. | 4,155 | $208 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Nationwide Fund Advisors | 521,498 | 5,873,118 | +5,351,620 (+1026.2%) |
| PRUDENT INVESTORS NETWORK, INC. | 675,903 | 793,484 | +117,581 (+17.4%) |
| Matson Money. Inc. | 8,792,164 | 9,322,692 | +530,528 (+6.0%) |
| DORVAL Corp | 299,164 | 344,715 | +45,551 (+15.2%) |
| BlueStem Wealth Partners, LLC | 95,009 | 329,539 | +234,530 (+246.9%) |
| Mason & Associates, LLC | 299,543 | 350,806 | +51,263 (+17.1%) |
| N.E.W. Advisory Services LLC | 1,134,706 | 1,208,835 | +74,129 (+6.5%) |
| Financial Gravity Asset Management, Inc. | 565,569 | 612,666 | +47,097 (+8.3%) |
| Boston Standard Wealth Management, LLC | 738,557 | 787,162 | +48,605 (+6.6%) |
| SageView Advisory Group, LLC | 1,993,466 | 2,170,574 | +177,108 (+8.9%) |
| Vestwell Advisors, LLC | 134,317 | 158,559 | +24,242 (+18.0%) |
| NYL Investors LLC | 326,505 | 341,342 | +14,837 (+4.5%) |
| AMARILLO NATIONAL BANK | 546,082 | 573,747 | +27,665 (+5.1%) |
| PENOBSCOT WEALTH MANAGEMENT | 273,041 | 290,261 | +17,220 (+6.3%) |
| Trinity Wealth Management, LLC | 309,127 | 319,336 | +10,209 (+3.3%) |
| GDS Wealth Management | 776,084 | 845,544 | +69,460 (+9.0%) |
| Forum Private Client Group LLC | 156,047 | 165,519 | +9,472 (+6.1%) |
| LANDMARK WEALTH MANAGEMENT, INC. | 348,182 | 353,246 | +5,064 (+1.5%) |
| Boyd Wealth Management, LLC | 145,639 | 150,720 | +5,081 (+3.5%) |
| WealthNavi Inc. | 4,355,338 | 5,046,330 | +690,992 (+15.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Aspect Partners, LLC | 196,853 | 13,115 | -183,738 (-93.3%) |
| Values Added Financial LLC | 320,990 | 197,656 | -123,334 (-38.4%) |
| Comprehensive Wealth Management, LLC | 68,604 | 33,071 | -35,533 (-51.8%) |
| Ackerman Capital Advisors, LLC | 155,677 | 22,559 | -133,118 (-85.5%) |
| Balance Wealth, LLC | 145,016 | 82,383 | -62,633 (-43.2%) |
| Blue Barn Wealth, LLC | 53,327 | 7,277 | -46,050 (-86.4%) |
| Anderson Financial Strategies, LLC | 231,356 | 226,514 | -4,842 (-2.1%) |
| Cardinal Strategic Wealth Guidance | 77,024 | 7,849 | -69,175 (-89.8%) |
| McKinley Carter Wealth Services, Inc. | 465,235 | 310,310 | -154,925 (-33.3%) |
| Strategic Investment Advisors / MI | 547,776 | 11,151 | -536,625 (-98.0%) |
| Apeiron RIA LLC | 75,740 | 46,059 | -29,681 (-39.2%) |
| Brooklyn FI, LLC | 117,056 | 104,044 | -13,012 (-11.1%) |
| Sharkey, Howes & Javer | 235,592 | 219,022 | -16,570 (-7.0%) |
| ARKANSAS FINANCIAL GROUP, INC. | 136,113 | 118,089 | -18,024 (-13.2%) |
| Synergy Asset Management, LLC | 130,345 | 40,285 | -90,060 (-69.1%) |
| Keel Point, LLC | 108,985 | 70,600 | -38,385 (-35.2%) |
| New Capital Management LP | 99,547 | 96,791 | -2,756 (-2.8%) |
| Hoxton Planning & Management, LLC | 42,606 | 37,073 | -5,533 (-13.0%) |
| Dynamic Advisor Solutions LLC | 140,690 | 59,539 | -81,151 (-57.7%) |
| AlphaStar Capital Management, LLC | 37,849 | 8,401 | -29,448 (-77.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Silphium Asset Management Ltd | 470,000 | $24,078 |
| LGT Financial Advisors LLC | 5,955 | $305 |
| Stanich Group LLC | 18,243 | $935 |
| ASHTON THOMAS SECURITIES, LLC | 44,084 | $2,259 |
| Strategic Financial Concepts, LLC | 27,048 | $1,386 |
| Total Wealth Planning, LLC | 23,040 | $1,180 |
| TOWNSQUARE CAPITAL LLC | 21,973 | $1,126 |
| KICKSTAND VENTURES, LLC. | 15,652 | $802 |
| Mach-1 Financial Group, LLC | 13,942 | $714 |
| TWO SIGMA SECURITIES, LLC | 13,585 | $696 |
| Marex Group plc | 156,400 | $8,012 |
| BURKE & HERBERT BANK & TRUST CO | 5,000 | $256 |
| Future Financial Wealth Managment LLC | 1,858 | $95 |
| Charter Oak Capital Management, LLC | 4,325 | $222 |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,588 | $235 |
| Diversified Enterprises, LLC | 3,916 | $201 |
| PFG Investments, LLC | 4,495 | $230 |
| Russell Investments Group, Ltd. | 67,558 | $3,461 |
| RENAISSANCE TECHNOLOGIES LLC | 55,886 | $2,863 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 240,002 | $12,295 |