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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
276
Madison Wealth Partners
Wisconsin
$843K -$129K -2,432 -13%
RCIM
277
Red Cedar Investment Management
Michigan
$833K – – –
RPWA
278
Regent Peak Wealth Advisors
Georgia
$828K +$1.7K +32 +0.2%
C
279
CEDRUS
Colorado
$814K +$815K +15,378 New
TCMP
280
Thrive Capital Management (Pennsylvania)
Pennsylvania
$794K +$795K +15,003 New
FCG
281
Financial Connections Group
California
$791K +$793K +14,950 New
LRIA
282
Leonard Rickey Investment Advisors
Washington
$773K -$10.4K -196 -1%
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$772K +$446K +8,407 +129%
CCG
284
Capital CS Group
California
$770K +$772K +14,556 New
SA
285
Sunesis Advisors
Kansas
$762K – – –
RC
286
RegentAtlantic Capital
New Jersey
$757K -$7.42K -140 -1%
SWM
287
Selective Wealth Management
Virginia
$757K +$364K +6,863 +92%
SFG
288
Sovereign Financial Group
Connecticut
$745K +$747K +14,081 New
TI
289
tru Independence
Oregon
$730K +$65.8K +1,241 +10%
WAL
290
W Advisors LLC
Tennessee
$723K +$724K +13,663 New
GCA
291
Gradient Capital Advisors
California
$722K – – –
WFC
292
Western Financial Corp
California
$712K +$226K +4,256 +46%
SFG
293
Snider Financial Group
Washington
$687K -$23.8K -448 -3%
AG
294
Ascent Group
Virginia
$669K +$682K +12,854 New
LA
295
LexAurum Advisors
Kansas
$660K +$139K +2,613 +27%
CWM
296
Cahaba Wealth Management
Georgia
$651K -$4.4K -83 -0.7%
KCA
297
Karn Couzens & Associates
Connecticut
$650K +$121K +2,287 +23%
CI
298
CX Institutional
Indiana
$641K -$1.32K -25 -0.2%
IAG
299
Investment Advisory Group
Massachusetts
$640K +$668K +12,604 New
PA
300
Parallel Advisors
California
$637K -$72K -1,358 -10%