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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
301
Lodestar Private Asset Management
California
$804K +$801K +17,897 New
GIA
302
Gladstone Institutional Advisory
Florida
$803K -$107K -2,391 -12%
HSA
303
HBK Sorce Advisory
Pennsylvania
$798K +$409K +9,145 +106%
ST
304
Spinnaker Trust
Maine
$790K -$444K -9,925 -36%
SCFS
305
S.C. Financial Services
Arizona
$785K +$115K +2,580 +17%
FC
306
Financial Consulate
Maryland
$783K +$780K +17,436 New
3LCM
307
3D/L Capital Management
Connecticut
$781K +$140K +3,119 +22%
JCM
308
Janney Capital Management
Pennsylvania
$764K +$760K +16,995 New
HIF
309
Hill Island Financial
Michigan
$758K +$230K +5,150 +44%
HG
310
Harbor Group
New Hampshire
$754K -$562K -12,568 -43%
Corient Private Wealth
311
Corient Private Wealth
Florida
$749K +$746K +16,667 New
BWM
312
Baystate Wealth Management
Massachusetts
$748K -$657K -14,691 -47%
VPP
313
Vertex Planning Partners
Illinois
$747K +$743K +16,616 New
OFG
314
OmniStar Financial Group
North Carolina
$744K -$13.2K -296 -2%
BA
315
Bellwether Advisors
Nebraska
$727K -$345K -7,716 -32%
RCM
316
Raleigh Capital Management
North Carolina
$702K -$16.1K -361 -2%
EH
317
Equitable Holdings
New York
$702K +$699K +15,630 New
D
318
Dentgroup
Louisiana
$692K +$277K +6,197 +67%
CWM
319
Cahaba Wealth Management
Georgia
$689K -$16.6K -370 -2%
PIA
320
Perennial Investment Advisors
California
$688K +$133K +2,981 +24%
ATPW
321
Ashton Thomas Private Wealth
Arizona
$687K +$68.6K +1,533 +11%
CSB
322
City State Bank
Iowa
$683K -$168K -3,754 -20%
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$678K -$35.9K -803 -5%
WS
324
Wedbush Securities
California
$675K -$44.8K -1,001 -6%
MFC
325
Morris Financial Concepts
South Carolina
$653K +$247K +5,531 +61%