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Brokers International Financial Services, LLC.
Brokers International Financial Services, LLC, now part of Integrity and doing business as Integrity Alliance, is a Des Moines, Iowa-based firm originally founded in 1983. The firm is a FINRA member broker-dealer and SEC-registered investment adviser (RIA), providing brokerage, advisory, and wealth management services primarily to independent financial professionals and agencies. It employs a service-first model offering practice management, compliance, IT, and marketing support. The firm, under its Brokers Financial brand, manages more than $1 billion in assets and is among the nation's most influential insurance and annuity marketing organizations. The employee count is estimated around 55-100 employees.
Investment Strategy
Brokers International Financial Services offers an open-architecture investment platform, supporting independent advisors and their clients with customizable wealth management solutions. Their philosophy centers on client-driven solutions, delivered through robust back-office support, compliance, and access to a broad suite of financial tools and products. The firm emphasizes independence, partnership, and service for advisors, enabling tailored investment strategies aligned with client retirement and wealth goals.
Latest 13F Filing Activity
Brokers International Financial Services, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 473 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Ishares TR, Blackrock Etf Trust among other positions. Brokers International Financial Services, LLC. reduced exposure to Ishares TR, Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (473)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.53% | $101.2M | 163,014 | $577.98 | $620.90 | -$48.3M |
D DFAC | DIMENSIONAL ETF TRUST | 4.33% | $79.1M | 2,207,897 | $33.02 | $35.84 | +$6.8M |
S SPLG | SPDR SERIES TRUST | 3.15% | $57.6M | 792,765 | $67.77 | $72.69 | -$30.7M |
U USFR | WISDOMTREE TR | 2.38% | $43.6M | 866,380 | $50.33 | $50.31 | +$5.8M |
A AAPL | APPLE INC | 2.04% | $37.2M | 181,546 | $226.37 | $205.17 | -$34.3M |
Industry Allocation
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