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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
251
Verity Asset Management
North Carolina
$1.18M -$27K -510 -2%
PA
252
PFG Advisors
Arizona
$1.17M +$302K +5,693 +35%
Betterment LLC
253
Betterment LLC
New York
$1.15M +$1.15M +21,662 New
SCFS
254
S.C. Financial Services
Arizona
$1.14M +$1.15M +21,726 New
LIM
255
Leavell Investment Management
Alabama
$1.12M -$14.8K -280 -1%
SPI
256
Sutton Place Investors
New York
$1.11M +$1.11M +20,931 New
WWM
257
Western Wealth Management
Colorado
$1.11M +$1.11M +20,872 New
GSWM
258
Golden State Wealth Management
California
$1.09M +$414K +7,804 +61%
TWM
259
Trinity Wealth Management
Pennsylvania
$1.09M -$4.29K -81 -0.4%
FHC
260
First Heartland Consultants
Missouri
$1.08M +$40.2K +759 +4%
TA
261
TrueWealth Advisors
Alabama
$1.06M +$137K +2,591 +15%
FWP
262
FAS Wealth Partners
Kansas
$1.04M +$4.45K +84 +0.4%
CL
263
CPWM LLC
Washington
$1.01M – – –
CSB
264
City State Bank
Iowa
$992K +$994K +18,739 New
RCM
265
Raleigh Capital Management
North Carolina
$992K +$994K +18,746 New
BSSFA
266
Baron Silver Stevens Financial Advisors
Florida
$975K +$22.8K +430 +2%
UCFA
267
United Capital Financial Advisors
Texas
$971K +$98.6K +1,859 +11%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$969K -$6.95K -131 -0.7%
KFGK
269
Keystone Financial Group (Kentucky)
Kentucky
$953K +$101K +1,902 +12%
CPWMP
270
Cardinal Point Wealth Management Partners
California
$951K +$953K +17,975 New
BFPW
271
BOK Financial Private Wealth
Colorado
$920K -$49.5K -934 -5%
ANTB
272
AMG National Trust Bank
Colorado
$918K +$25.2K +475 +3%
TFA
273
Teamwork Financial Advisors
Texas
$916K +$340K +6,410 +59%
SWP
274
Summit Wealth Partners
Florida
$886K +$35.5K +670 +4%
CFN
275
Cordasco Financial Network
Florida
$859K – – –