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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XFP
226
Xena Financial Planning
Oregon
$6.44M +$682K +14,640 +12%
VCP
227
Verus Capital Partners
Arizona
$6.35M +$7.88K +169 +0.1%
CWI
228
Conscious Wealth Investments
Florida
$6.3M -$2.33K -50 -0%
FRA
229
FFG Retirement Advisors
Colorado
$6.19M -$1.65M -35,453 -21%
MAM
230
Milestone Asset Management
Pennsylvania
$6.05M +$6.11M +131,069 New
E3F
231
Eight 31 Financial
Texas
$6.03M -$12.4K -267 -0.2%
JMA
232
J.M. Arbour
Maine
$6.02M +$355K +7,615 +6%
MWM
233
Maridea Wealth Management
New York
$6.01M +$902K +19,365 +17%
DF
234
Daviman Financial
Indiana
$6M +$229K +4,920 +4%
WIM
235
Westside Investment Management
California
$5.99M +$133K +2,853 +2%
MA
236
Mutual Advisors
Nebraska
$5.94M -$8.14M -174,590 -58%
SPIA
237
Steward Partners Investment Advisory
New York
$5.91M +$2.43M +52,053 +69%
BWA
238
BCU Wealth Advisors
Illinois
$5.89M +$312K +6,686 +6%
KWM
239
Kingsview Wealth Management
Oregon
$5.88M -$5.77M -123,813 -49%
VPP
240
Vertex Planning Partners
Illinois
$5.87M +$731K +15,679 +14%
BRWA
241
B. Riley Wealth Advisors
Florida
$5.84M +$136K +2,910 +2%
PRAG
242
Portfolio Resources Advisor Group
Florida
$5.73M +$482K +10,334 +9%
AWM
243
Alterna Wealth Management
Texas
$5.61M +$1.95M +41,845 +52%
LIA
244
LifePlan Investment Advisors
North Carolina
$5.55M +$525K +11,262 +10%
FFWA
245
Forthright Family Wealth Advisory
Texas
$5.3M +$5.42M +116,361 New
SRWM
246
Shira Ridge Wealth Management
California
$5.3M +$772K +16,574 +17%
EH
247
Equitable Holdings
New York
$5.19M +$1.67M +35,828 +47%
RA
248
RFG Advisory
Alabama
$5.17M -$166K -3,557 -3%
IP
249
Ignite Planners
California
$5.09M +$213K +4,579 +4%
CCFM
250
Clear Creek Financial Management
Washington
$5.08M +$1.37M +29,495 +37%