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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Founders Financial Alliance
North Carolina
$162K +$82.9K +1,547 +100%
AF
302
Advisornet Financial
Minnesota
$150K -$83.7K -1,561 -35%
RIM
303
Rockbridge Investment Management
New York
$123K +$12.2K +228 +11%
WIM
304
Westside Investment Management
California
$120K +$119K +2,227 +3%
JFA
305
JNBA Financial Advisors
Minnesota
$108K – – –
US Bancorp
306
US Bancorp
Minnesota
$105K +$72.4K +1,351 +209%
PA
307
Parallel Advisors
California
$88K +$5.73K +107 +7%
GAM
308
Gemmer Asset Management
California
$87K – – –
BL
309
Balentine LLC
Georgia
$87K +$63.5K +1,185 +251%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$65.4K +$66.4K +1,239 New
BC
311
Bartlett & Co
Ohio
$65K +$66.4K +1,239 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$47K – – –
ADL
313
Asset Dedication LLC
California
$43K – – –
AWM
314
Avior Wealth Management
Nebraska
$40K +$161 +3 +0.4%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$37K +$11.5K +214 +44%
AWM
316
Activest Wealth Management
Florida
$36K +$36.2K +676 New
DWP
317
Destiny Wealth Partners
Florida
$34K -$15.4K -288 -31%
SMA
318
Sage Mountain Advisors
Georgia
$34K +$34.8K +649 New
AWA
319
Arkadios Wealth Advisors
Georgia
$31K +$27.7K +516 +670%
SQA
320
Simon Quick Advisors
New Jersey
$27K -$14.5K -271 -34%
S
321
SignatureFD
Georgia
$27K +$25.2K +470 +1,119%
ADIM
322
Alpha DNA Investment Management
Maryland
$26K +$26.4K +493 New
FPB
323
First PREMIER Bank
South Dakota
$25K – – –
HIA
324
Harbor Investment Advisory
Maryland
$24K – – –
WWM
325
Wolff Wiese Magana
California
$22K +$6.97K +130 +44%