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iShares JPMorgan USD Emerging Markets Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$6.23M -$1.52M -14,991 -19%
BDWM
152
Brewin Dolphin Wealth Management
Ireland
$5.81M +$43.5K +429 +0.7%
AAS
153
Avantax Advisory Services
Texas
$5.78M +$647K +6,383 +12%
FA
154
Forefront Analytics
Pennsylvania
$5.71M +$97.2K +959 +2%
EI
155
Ellevest Inc
New York
$5.63M +$320K +3,158 +6%
AWM
156
Axxcess Wealth Management
California
$5.53M +$5.47M +53,937 +2,053%
CFO
157
Custos Family Office
Texas
$5.48M +$799K +7,884 +16%
UIA
158
UBP Investment Advisors
Switzerland
$5.43M -$101K -1,000 -2%
IWP
159
Insight Wealth Partners
Texas
$5.28M +$700K +6,904 +15%
FFN
160
Focus Financial Network
Minnesota
$5.27M +$5.46M +53,914 New
WCM
161
Wavelength Capital Management
Connecticut
$5.05M +$527K +5,200 +11%
SFG
162
Sage Financial Group
Pennsylvania
$5.03M -$8.76M -86,481 -63%
AWS
163
Atria Wealth Solutions
New York
$4.9M +$5.08M +50,125 New
Verition Fund Management
164
Verition Fund Management
Connecticut
$4.89M +$3.24M +32,000 +178%
HFS
165
Horizon Financial Services
North Carolina
$4.89M -$1.09M -10,717 -18%
FF
166
Financial Futures
New Jersey
$4.8M +$946K +9,339 +24%
FEG
167
Financial Enhancement Group
Indiana
$4.64M -$149K -1,471 -3%
RI
168
Rinkey Investments
California
$4.56M +$570K +5,625 +13%
FMC
169
First Merchants Corp
Indiana
$4.5M -$124K -1,228 -3%
SPIA
170
Steward Partners Investment Advisory
New York
$4.5M -$1.17M -11,521 -20%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$4.48M +$163K +1,604 +4%
AWM
172
AE Wealth Management
Kansas
$4.47M +$311K +3,067 +7%
BCM
173
BlueCrest Capital Management
Jersey
$4.3M -$11.2M -111,000 -72%
CI
174
Conning Inc
Connecticut
$4.3M +$4.46M +44,000 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$4.28M -$1.04M -10,220 -19%