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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$4.73M -$23.1K -507 -0.5%
FHC
227
First Heartland Consultants
Missouri
$4.69M +$722K +15,820 +18%
MW
228
Maia Wealth
Colorado
$4.69M -$490K -10,747 -10%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$4.65M -$1.27M -27,930 -22%
TF
230
Theory Financial
Colorado
$4.52M -$821K -17,998 -15%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$4.41M -$179K -3,912 -4%
CIA
232
Concurrent Investment Advisors
Florida
$4.4M +$543K +11,901 +14%
LSA
233
Lansing Street Advisors
Pennsylvania
$4.32M +$32.3K +708 +0.8%
AWA
234
Arkadios Wealth Advisors
Georgia
$4.24M +$106K +2,328 +3%
RIM
235
Redwood Investment Management
Arizona
$4.21M -$1.95M -42,708 -32%
SRWM
236
Shira Ridge Wealth Management
California
$4.18M -$120K -2,625 -3%
SPIA
237
Steward Partners Investment Advisory
New York
$4.15M -$315K -6,907 -7%
Financial Engines Advisors
238
Financial Engines Advisors
California
$4.12M -$1.19M -26,017 -23%
WLIM
239
White Lighthouse Investment Management
Massachusetts
$4.07M -$62.4K -1,367 -2%
Creative Planning
240
Creative Planning
Kansas
$4.04M -$73.3K -1,607 -2%
KWS
241
Keystone Wealth Services
California
$4M -$16.1K -352 -0.4%
LPP
242
Life Planning Partners
Florida
$4M -$291K -6,372 -7%
IA
243
IFG Advisory
Georgia
$3.95M -$96.8K -2,122 -2%
DL
244
DOHJ LLC
Washington
$3.92M -$3.29M -72,076 -46%
LWA
245
Lifelong Wealth Advisors
Minnesota
$3.76M -$531K -11,640 -13%
FWP
246
Firethorn Wealth Partners
Georgia
$3.74M -$466K -10,215 -11%
HI
247
Harbour Investments
Wisconsin
$3.72M -$375K -8,226 -9%
RSWM
248
Robertson Stephens Wealth Management
California
$3.71M +$174K +3,822 +5%
MI
249
Moneywise Inc
Virginia
$3.69M -$427K -9,362 -11%
RWRC
250
R.W. Roge & Company
New York
$3.69M -$491K -10,750 -12%