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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
276
Colonial River Investments
Virginia
$539K +$546K +10,162 New
RFG
277
Range Financial Group
Oregon
$535K +$12K +223 +2%
KCA
278
Karn Couzens & Associates
Connecticut
$532K -$9.46K -176 -2%
COCM
279
Charter Oak Capital Management
New Hampshire
$525K -$14.6K -272 -3%
LA
280
LexAurum Advisors
Kansas
$525K +$148K +2,748 +39%
HR
281
Howe & Rusling
New York
$524K +$8.54K +159 +2%
FFN
282
Focus Financial Network
Minnesota
$512K +$9.13K +170 +2%
Citigroup
283
Citigroup
New York
$500K +$89.4K +1,664 +22%
PIA
284
Perennial Investment Advisors
California
$495K -$67.6K -1,259 -12%
WFC
285
Western Financial Corp
California
$489K +$56.1K +1,045 +13%
9WM
286
9258 Wealth Management
Ohio
$478K +$15.4K +287 +3%
JIP
287
Jaffetilchin Investment Partners
Florida
$473K -$444K -8,261 -48%
SC
288
Savant Capital
Illinois
$470K +$143K +2,667 +43%
LWM
289
Laidlaw Wealth Management
New York
$467K +$8.65K +161 +2%
PP
290
Prosperity Planning
Missouri
$463K +$44.6K +830 +11%
VWA
291
V Wealth Advisors
Kansas
$462K -$182K -3,389 -28%
KM
292
Kalos Management
Georgia
$455K -$21.9K -408 -5%
W
293
Wealthquest
Ohio
$453K -$178K -3,305 -28%
TFO
294
Tarbox Family Office
California
$444K +$44K +819 +11%
MWA
295
Motive Wealth Advisors
Michigan
$442K +$33.5K +623 +8%
TGAM
296
TBH Global Asset Management
Tennessee
$439K -$73.3K -1,365 -14%
WC
297
Whitney & Co
New York
$438K -$88.9K -1,655 -17%
PWP
298
Personal Wealth Partners
Minnesota
$436K
FC
299
Financial Council
Maryland
$431K +$435K +8,104 New
APA
300
American Portfolios Advisors
New York
$426K +$18.5K +344 +4%