We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
276
Opal Wealth Advisors
New York
$2.65M -$48.7K -1,082 -2%
CA
277
Continuum Advisory
Idaho
$2.64M +$178K +3,957 +7%
MCC
278
Maiden Cove Capital
Maine
$2.62M +$2.61M +57,943 New
KPWG
279
KFA Private Wealth Group
Virginia
$2.56M -$632K -14,059 -20%
MWM
280
Modern Wealth Management
Kansas
$2.54M +$885K +19,687 +54%
CCFM
281
Clear Creek Financial Management
Washington
$2.5M -$12.1K -268 -0.5%
PFM
282
Phillips Financial Management
Indiana
$2.47M -$46.2K -1,028 -2%
Financial Engines Advisors
283
Financial Engines Advisors
California
$2.47M +$149K +3,305 +6%
NCM
284
Northwest Capital Management
Oregon
$2.47M -$3.47M -77,114 -59%
Natixis Advisors
285
Natixis Advisors
Massachusetts
$2.46M +$781K +17,372 +47%
SPI
286
Sutton Place Investors
New York
$2.45M -$224K -4,987 -8%
APC
287
Aspire Private Capital
North Carolina
$2.44M +$34.1K +759 +1%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$2.44M -$1.26M -27,936 -34%
MBT
289
Montecito Bank & Trust
California
$2.4M -$86.1K -1,915 -3%
OAS
290
Optivise Advisory Services
Tennessee
$2.38M +$2.37M +52,659 New
IAG
291
Investment Advisory Group
Massachusetts
$2.36M +$51.3K +1,140 +2%
IFAM
292
Institutional & Family Asset Management
Colorado
$2.33M -$25.4K -564 -1%
HCM
293
Howard Capital Management
Georgia
$2.32M -$127K -2,818 -5%
CFG
294
Cooper Financial Group
California
$2.3M +$66.1K +1,471 +3%
Creative Planning
295
Creative Planning
Kansas
$2.29M +$25.4K +564 +1%
ACM
296
Absolute Capital Management
Pennsylvania
$2.22M +$95.3K +2,119 +5%
LEA
297
Legacy Edge Advisors
New York
$2.21M -$661K -14,696 -23%
GWP
298
Gen-Wealth Partners
Michigan
$2.16M -$89.1K -1,981 -4%
JSL
299
JT Stratford LLC
Georgia
$2.12M +$9.98K +222 +0.5%
WWP
300
WR Wealth Planners
Missouri
$2.09M -$38K -845 -2%