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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
226
Transcend Capital Advisors
New Jersey
$5.15M +$874K +18,838 +21%
VWM
227
Venturi Wealth Management
Texas
$5.12M -$140K -3,017 -3%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$5.1M -$386K -8,323 -7%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$5.07M +$2.48M +53,537 +99%
FHC
230
First Heartland Consultants
Missouri
$4.84M +$1.32M +28,548 +39%
MOS
231
MGO One Seven
Ohio
$4.83M +$3.62M +78,089 +319%
CAM
232
Concorde Asset Management
Michigan
$4.81M +$1.47M +31,601 +45%
KWM
233
Keebeck Wealth Management
Illinois
$4.76M +$1.4M +30,106 +42%
TWP
234
Triad Wealth Partners
Kansas
$4.71M +$4.64M +99,884 New
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$4.7M +$4.63M +99,673 New
LPP
236
Life Planning Partners
Florida
$4.64M +$110K +2,361 +2%
IA
237
IFG Advisory
Georgia
$4.6M +$394K +8,497 +10%
CIA
238
Concurrent Investment Advisors
Florida
$4.6M +$491K +10,578 +12%
LIA
239
LifePlan Investment Advisors
North Carolina
$4.57M +$660K +14,224 +17%
KWS
240
Keystone Wealth Services
California
$4.42M +$7.56K +163 +0.2%
SWP
241
Stratos Wealth Partners
Ohio
$4.38M +$657K +14,159 +18%
RIM
242
Redwood Investment Management
Arizona
$4.33M +$1.13M +24,384 +36%
IP
243
Ignite Planners
California
$4.28M +$150K +3,241 +4%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$4.27M +$171K +3,684 +4%
WP
245
WealthPLAN Partners
Nebraska
$4.2M +$350K +7,543 +9%
SFG
246
Sovereign Financial Group
Connecticut
$4.2M +$899K +19,374 +28%
PPC
247
Park Place Capital
Alabama
$3.96M -$506K -10,896 -11%
LSA
248
Lansing Street Advisors
Pennsylvania
$3.87M +$143K +3,084 +4%
BAWM
249
Bennett Associates Wealth Management
Pennsylvania
$3.85M +$159K +3,428 +4%
FW
250
FullCircle Wealth
Texas
$3.84M +$700K +15,077 +22%