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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
226
White Lighthouse Investment Management
Massachusetts
$4.27M +$137K +3,019 +3%
KWS
227
Keystone Wealth Services
California
$4.25M +$172K +3,775 +4%
RW
228
Regimen Wealth
Georgia
$4.24M +$13.6K +298 +0.3%
IA
229
IFG Advisory
Georgia
$4.13M +$1.58M +34,654 +62%
CP
230
Capital Planning
Washington
$4.12M +$170K +3,743 +4%
SPC
231
Sigma Planning Corp
Michigan
$3.88M +$2.87M +63,135 +286%
KDA
232
Kraft Davis & Associates
Missouri
$3.75M +$1.24M +27,217 +48%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$3.74M -$1.06M -23,273 -22%
AWM
234
Alterna Wealth Management
Texas
$3.68M -$128K -2,809 -3%
CWP
235
Cyndeo Wealth Partners
Florida
$3.61M +$3.3M +72,427 +1,081%
AWA
236
Arete Wealth Advisors
Illinois
$3.6M +$737K +16,190 +26%
WP
237
WealthPLAN Partners
Nebraska
$3.6M +$1.55M +34,072 +76%
SPIA
238
Steward Partners Investment Advisory
New York
$3.6M +$902K +19,820 +34%
MI
239
Moneywise Inc
Virginia
$3.58M +$3.57M +78,547 New
BAWM
240
Bennett Associates Wealth Management
Pennsylvania
$3.48M +$261K +5,739 +8%
Squarepoint
241
Squarepoint
New York
$3.47M -$1.65M -36,347 -32%
CIA
242
Concurrent Investment Advisors
Florida
$3.44M +$1.45M +31,828 +73%
SCM
243
Sheridan Capital Management
California
$3.43M -$56.5K -1,241 -2%
LIA
244
LifePlan Investment Advisors
North Carolina
$3.43M +$914K +20,084 +36%
SWP
245
Summit Wealth Partners
Florida
$3.4M +$807K +17,740 +31%
IP
246
Ignite Planners
California
$3.39M +$940K +20,657 +38%
WWM
247
WJ Wealth Management
Arizona
$3.34M +$3.33M +73,245 New
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$3.34M +$1.47M +32,389 +79%
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$3.32M +$3.35M +73,623 New
LSA
250
Lansing Street Advisors
Pennsylvania
$3.25M +$1.11M +24,420 +52%