We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$1.39M +$405K +8,533 +40%
APC
227
Aspire Private Capital
North Carolina
$1.36M +$2.85K +60 +0.2%
WWM
228
Western Wealth Management
Colorado
$1.34M +$136K +2,859 +11%
BWM
229
Baystate Wealth Management
Massachusetts
$1.34M -$142K -2,996 -9%
MBT
230
Montecito Bank & Trust
California
$1.31M -$1.34M -28,107 -50%
FCG
231
Financial Connections Group
California
$1.31M +$609K +12,817 +85%
Betterment LLC
232
Betterment LLC
New York
$1.28M +$154K +3,249 +13%
WPWM
233
Windward Private Wealth Management
Kansas
$1.28M +$79.4K +1,672 +7%
BA
234
Bellwether Advisors
Nebraska
$1.28M -$289K -6,075 -18%
CF
235
Centaurus Financial
California
$1.26M -$423K -8,908 -25%
VCP
236
Verus Capital Partners
Arizona
$1.26M -$5.46K -115 -0.4%
KWM
237
Keebeck Wealth Management
Illinois
$1.25M +$492K +10,356 +63%
MFGM
238
Marshall Financial Group (Maryland)
Maryland
$1.21M -$681K -14,341 -36%
VIA
239
Vident Investment Advisory
Georgia
$1.21M +$1.23M +25,868 New
LIM
240
Leavell Investment Management
Alabama
$1.19M – – –
Citigroup
241
Citigroup
New York
$1.18M +$276K +5,801 +30%
JAG
242
Journey Advisory Group
Kentucky
$1.14M -$72.5K -1,525 -6%
CM
243
Columbus Macro
Pennsylvania
$1.12M +$13.1K +275 +1%
JWCA
244
J.W. Cole Advisors
Florida
$1.11M -$407K -8,556 -26%
SPI
245
Sutton Place Investors
New York
$1.1M +$39.7K +836 +4%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$1.08M -$381K -8,021 -26%
TA
247
TrueWealth Advisors
Alabama
$1.06M +$125K +2,639 +13%
EWA
248
EverSource Wealth Advisors
Alabama
$1.06M +$385K +8,099 +56%
MWM
249
Modera Wealth Management
New Jersey
$1.05M -$1.99M -41,984 -65%
CFA
250
Cahill Financial Advisors
Minnesota
$1.05M – – –