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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$4.74M -$1.22M -26,392 -21%
RIM
227
Redwood Investment Management
Arizona
$4.69M +$426K +9,209 +10%
PIA
228
Pinion Investment Advisors
Kansas
$4.51M +$1.78M +38,385 +67%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$4.46M -$5.95M -128,547 -57%
CNBOF
230
City National Bank of Florida
Florida
$4.45M -$408K -8,827 -8%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M -$1.11M -23,899 -20%
CAM
232
Concorde Asset Management
Michigan
$4.36M +$4.32M +93,336 New
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$4.35M -$104K -2,251 -2%
Financial Engines Advisors
234
Financial Engines Advisors
California
$4.26M +$95.1K +2,057 +2%
AWA
235
Arkadios Wealth Advisors
Georgia
$4.19M -$85.3K -1,845 -2%
MI
236
Moneywise Inc
Virginia
$4.18M +$447K +9,658 +12%
Cerity Partners
237
Cerity Partners
New York
$4.17M -$4.03M -87,225 -49%
TWM
238
Tradition Wealth Management
Minnesota
$4.13M -$1.64M -35,494 -29%
MWM
239
Maridea Wealth Management
New York
$4.13M +$4.06M +87,744 New
Natixis Advisors
240
Natixis Advisors
Massachusetts
$4.02M +$750K +16,224 +23%
FHC
241
First Heartland Consultants
Missouri
$4.01M -$715K -15,461 -15%
SRWM
242
Shira Ridge Wealth Management
California
$3.99M -$236K -5,092 -6%
LWA
243
Lifelong Wealth Advisors
Minnesota
$3.92M +$117K +2,522 +3%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$3.92M -$188K -4,070 -5%
LPP
245
Life Planning Partners
Florida
$3.87M -$170K -3,679 -4%
HCM
246
Howard Capital Management
Georgia
$3.77M +$117K +2,540 +3%
CCFM
247
Clear Creek Financial Management
Washington
$3.74M +$196K +4,246 +6%
BAM
248
BOS Asset Management
Illinois
$3.73M +$164K +3,543 +5%
RWRC
249
R.W. Roge & Company
New York
$3.72M
LRIA
250
Leonard Rickey Investment Advisors
Washington
$3.7M -$2.42M -52,264 -40%