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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$2.54M -$327K -7,192 -11%
NL
277
NWAM LLC
Washington
$2.54M +$822K +18,062 +47%
CCFM
278
Clear Creek Financial Management
Washington
$2.54M +$993K +21,816 +65%
VWA
279
Visionary Wealth Advisors
Illinois
$2.53M -$474K -10,412 -16%
MBT
280
Montecito Bank & Trust
California
$2.5M +$101K +2,225 +4%
HCM
281
Howard Capital Management
Georgia
$2.47M +$2.46M +54,118 New
CA
282
Continuum Advisory
Idaho
$2.45M +$319K +7,005 +15%
FAIM
283
Financial Advocates Investment Management
Washington
$2.43M -$1.18M -25,835 -33%
APC
284
Aspire Private Capital
North Carolina
$2.43M +$602K +13,220 +33%
IFAM
285
Institutional & Family Asset Management
Colorado
$2.38M +$137K +3,010 +6%
KPWS
286
Kestra Private Wealth Services
Texas
$2.34M +$604K +13,281 +35%
Financial Engines Advisors
287
Financial Engines Advisors
California
$2.34M -$202K -4,432 -8%
SFA
288
Seneca Financial Advisors
New York
$2.33M -$286K -6,282 -11%
IAG
289
Investment Advisory Group
Massachusetts
$2.33M +$70.5K +1,550 +3%
Creative Planning
290
Creative Planning
Kansas
$2.28M +$1.27M +27,897 +126%
GWP
291
Gen-Wealth Partners
Michigan
$2.27M +$2.26M +49,713 New
CFG
292
Cooper Financial Group
California
$2.25M +$370K +8,127 +20%
GWM
293
Geneos Wealth Management
Colorado
$2.2M +$202K +4,430 +10%
LIM
294
Leavell Investment Management
Alabama
$2.16M +$14.8K +325 +0.7%
WWP
295
WR Wealth Planners
Missouri
$2.14M -$313K -6,881 -13%
ACM
296
Absolute Capital Management
Pennsylvania
$2.14M +$503K +11,045 +31%
JSL
297
JT Stratford LLC
Georgia
$2.12M +$1.63M +35,818 +332%
PIMG
298
Patriot Investment Management Group
Tennessee
$2.12M +$105K +2,303 +5%
VPP
299
Vertex Planning Partners
Illinois
$2.06M +$1.02M +22,356 +98%
PCIA
300
Prime Capital Investment Advisors
Kansas
$2.02M -$530K -11,647 -21%