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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$1.03M -$265K -4,930 -20%
CL
227
CPWM LLC
Washington
$1.01M
Creative Planning
228
Creative Planning
Kansas
$996K +$686K +12,779 +215%
T
229
TRUADVICE
Florida
$988K -$1.48M -27,478 -60%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$982K +$48K +894 +5%
MWP
231
Madison Wealth Partners
Wisconsin
$977K -$129K -2,393 -12%
BFPW
232
BOK Financial Private Wealth
Colorado
$975K -$54.7K -1,019 -5%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$958K -$135K -2,515 -12%
Principal Financial Group
234
Principal Financial Group
Iowa
$957K -$190K -3,529 -16%
CFD
235
Creative Financial Designs
Indiana
$948K +$143K +2,658 +18%
TA
236
TrueWealth Advisors
Alabama
$933K +$121K +2,260 +15%
ANTB
237
AMG National Trust Bank
Colorado
$898K +$155K +2,886 +21%
PA
238
PFG Advisors
Arizona
$878K +$475K +8,851 +116%
UCFA
239
United Capital Financial Advisors
Texas
$878K +$641K +11,924 +261%
CFN
240
Cordasco Financial Network
Florida
$864K -$9.94K -185 -1%
DAS
241
Dynamic Advisor Solutions
Arizona
$860K -$212K -3,949 -20%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$857K +$72.2K +1,344 +9%
SWP
243
Summit Wealth Partners
Florida
$855K +$97K +1,806 +13%
CPWM
244
Cardinal Point Wealth Management
California
$849K -$94K -1,750 -10%
RCIM
245
Red Cedar Investment Management
Michigan
$838K +$100K +1,870 +13%
RPWA
246
Regent Peak Wealth Advisors
Georgia
$831K
OBWG
247
Onyx Bridge Wealth Group
New York
$822K -$20.5M -380,884 -96%
LRIA
248
Leonard Rickey Investment Advisors
Washington
$788K -$369K -6,866 -32%
RC
249
RegentAtlantic Capital
New Jersey
$769K -$3.44K -64 -0.4%
SA
250
Sunesis Advisors
Kansas
$767K