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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K -$368K -7,749 -37%
ACM
302
Absolute Capital Management
Pennsylvania
$596K +$47.5K +1,000 +9%
LA
303
LexAurum Advisors
Kansas
$595K +$9.27K +195 +2%
ACP
304
Aveo Capital Partners
Colorado
$590K +$11.3K +238 +2%
QCIG
305
Quad-Cities Investment Group
Iowa
$590K +$598K +12,591 New
PIA
306
Perennial Investment Advisors
California
$587K -$55.4K -1,166 -8%
CA
307
Continuum Advisory
Idaho
$581K +$4.32K +91 +0.7%
HG
308
Harbor Group
New Hampshire
$577K +$586K +12,324 New
RFG
309
Range Financial Group
Oregon
$564K +$428 +9 +0.1%
NRI
310
NFP Retirement Inc
California
$559K +$253K +5,317 +80%
KA
311
Kovack Advisors
Florida
$555K -$196K -4,132 -26%
HIF
312
Hill Island Financial
Michigan
$538K +$38.6K +813 +8%
FT
313
Fiduciary Trust
Massachusetts
$537K – – –
ATPW
314
Ashton Thomas Private Wealth
Arizona
$533K -$233K -4,905 -30%
GIA
315
Gladstone Institutional Advisory
Florida
$530K +$155K +3,262 +40%
Creative Planning
316
Creative Planning
Kansas
$529K -$5.23K -110 -1%
EL
317
EQ LLC
Washington
$511K +$9.6K +202 +2%
CA
318
Calton & Associates
Florida
$483K -$900K -18,945 -65%
PFA
319
Pinnacle Family Advisors
Missouri
$482K +$18.9K +398 +4%
SAM
320
Strategic Asset Management
Minnesota
$477K -$12K -252 -2%
PFPT
321
Pinnacle Financial Partners (Tennessee)
Tennessee
$476K +$483K +10,157 New
TPA
322
Trivium Point Advisory
Connecticut
$472K -$2.3M -48,446 -83%
SWM
323
Selective Wealth Management
Virginia
$471K -$47.9K -1,008 -9%
MLA
324
My Legacy Advisors
Oregon
$469K +$276K +5,803 +138%
HR
325
Howe & Rusling
New York
$462K -$20.4K -429 -4%