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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
276
Focus Financial Network
Minnesota
$505K +$104K +1,967 +26%
GRP
277
Global Retirement Partners
California
$505K +$167K +3,143 +50%
SCA
278
Sage Capital Advisors
South Dakota
$492K -$166K -3,117 -25%
3LCM
279
3D/L Capital Management
Connecticut
$487K +$112K +2,106 +30%
KM
280
Kalos Management
Georgia
$480K +$68.3K +1,285 +17%
9WM
281
9258 Wealth Management
Ohio
$465K -$26.9K -507 -6%
LWM
282
Laidlaw Wealth Management
New York
$461K -$7.65K -144 -2%
PWP
283
Personal Wealth Partners
Minnesota
$438K
WFC
284
Western Financial Corp
California
$436K +$433K +8,148 New
PP
285
Prosperity Planning
Missouri
$421K +$418K +7,874 New
Citigroup
286
Citigroup
New York
$413K +$54.9K +1,034 +15%
MWA
287
Motive Wealth Advisors
Michigan
$410K +$407K +7,671 New
APA
288
American Portfolios Advisors
New York
$410K +$150K +2,821 +58%
PA
289
PFG Advisors
Arizona
$408K +$201K +3,787 +98%
TFO
290
Tarbox Family Office
California
$402K +$6.32K +119 +2%
BAAM
291
Baker Avenue Asset Management
California
$401K +$399K +7,510 New
BWA
292
Burt Wealth Advisors
Maryland
$396K
LA
293
LexAurum Advisors
Kansas
$380K +$378K +7,107 New
WWM
294
WJ Wealth Management
Arizona
$377K -$247K -4,643 -40%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$372K +$369K +6,950 New
WIM
296
Westside Investment Management
California
$371K +$363K +6,840 +8%
HR
297
Hayden Royal
North Carolina
$364K -$219K -4,114 -38%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$363K +$136K +2,565 +61%
US Bancorp
299
US Bancorp
Minnesota
$356K +$248K +4,661 +233%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$351K +$13.1K +246 +4%