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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$150K -$83.7K -1,561 -35%
RIM
302
Rockbridge Investment Management
New York
$123K +$12.2K +228 +11%
WIM
303
Westside Investment Management
California
$120K +$119K +2,227 +3%
JFA
304
JNBA Financial Advisors
Minnesota
$108K
US Bancorp
305
US Bancorp
Minnesota
$105K +$72.4K +1,351 +209%
PA
306
Parallel Advisors
California
$88K +$5.73K +107 +7%
GAM
307
Gemmer Asset Management
California
$87K
BL
308
Balentine LLC
Georgia
$87K +$63.5K +1,185 +251%
BCWM
309
Bartlett & Co Wealth Management
Ohio
$65.4K +$66.4K +1,239 New
BC
310
Bartlett & Co
Ohio
$65K +$66.4K +1,239 New
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$47K
ADL
312
Asset Dedication LLC
California
$43K
AWM
313
Avior Wealth Management
Nebraska
$40K +$161 +3 +0.4%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$37K +$11.5K +214 +44%
AWM
315
Activest Wealth Management
Florida
$36K +$36.2K +676 New
DWP
316
Destiny Wealth Partners
Florida
$34K -$15.4K -288 -31%
SMA
317
Sage Mountain Advisors
Georgia
$34K +$34.8K +649 New
AWA
318
Arkadios Wealth Advisors
Georgia
$31K +$27.7K +516 +670%
SQA
319
Simon Quick Advisors
New Jersey
$27K -$14.5K -271 -34%
S
320
SignatureFD
Georgia
$27K +$25.2K +470 +1,119%
ADIM
321
Alpha DNA Investment Management
Maryland
$26K +$26.4K +493 New
FPB
322
First PREMIER Bank
South Dakota
$25K
HIA
323
Harbor Investment Advisory
Maryland
$24K
WWM
324
Wolff Wiese Magana
California
$22K +$6.97K +130 +44%
FF
325
FourThought Financial
Florida
$16K -$697 -13 -4%