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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
251
Sovereign Financial Group
Connecticut
$1.02M +$262K +5,513 +34%
BAAM
252
Baker Avenue Asset Management
California
$1.02M -$181K -3,819 -15%
CAL
253
Capital Analysts LLC
Pennsylvania
$996K +$1.01M +21,280 New
FA
254
FC Advisory
Pennsylvania
$992K +$1.01M +21,183 New
WAL
255
W Advisors LLC
Tennessee
$980K +$201K +4,230 +25%
TFA
256
Teamwork Financial Advisors
Texas
$979K +$62K +1,304 +7%
IAG
257
Investment Advisory Group
Massachusetts
$964K +$418K +8,790 +74%
BWA
258
BlueSky Wealth Advisors
North Carolina
$942K -$924K -19,436 -49%
GGS
259
Galvin Gaustad & Stein
Arizona
$931K +$945K +19,890 New
RCM
260
Raleigh Capital Management
North Carolina
$922K -$119K -2,511 -11%
Citadel Advisors
261
Citadel Advisors
Florida
$906K -$14.4M -303,049 -94%
PTC
262
Private Trust Company
Ohio
$895K +$908K +19,117 New
CSB
263
City State Bank
Iowa
$887K +$713 +15 +0.1%
TWM
264
Trinity Wealth Management
Pennsylvania
$883K -$44.2K -930 -5%
AG
265
Ascent Group
Virginia
$877K +$107K +2,257 +14%
WS
266
Wedbush Securities
California
$873K +$11.1K +234 +1%
ANTB
267
AMG National Trust Bank
Colorado
$854K +$6.04K +127 +0.7%
TCMP
268
Thrive Capital Management (Pennsylvania)
Pennsylvania
$850K -$178K -3,753 -17%
TSA
269
Tri-Star Advisors
Texas
$847K -$29M -610,106 -97%
MHB
270
Midwest Heritage Bank
Iowa
$810K -$94K -1,978 -10%
TFO
271
Tarbox Family Office
California
$798K +$256K +5,382 +46%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$797K -$23.7K -499 -3%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$761K +$250K +5,252 +48%
RCIM
274
Red Cedar Investment Management
Michigan
$737K
PCG
275
Private Capital Group
Connecticut
$736K -$2.35M -49,470 -76%