We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Fragasso Financial Advisors
Pennsylvania
$965K -$15.1M -329,862 -94%
EWA
302
EverSource Wealth Advisors
Alabama
$964K +$25K +547 +3%
HIF
303
Hill Island Financial
Michigan
$942K +$164K +3,574 +21%
HPC
304
Hobart Private Capital
North Carolina
$940K -$8.49M -185,554 -90%
RFA
305
Resurgent Financial Advisors
Georgia
$940K +$382K +8,337 +69%
IAG
306
Investment Advisory Group
Massachusetts
$935K +$11.4K +250 +1%
LWA
307
Lineweaver Wealth Advisors
Ohio
$925K -$14.8M -324,087 -94%
PCA
308
Prosperity Capital Advisors
Ohio
$907K +$899K +19,651 New
CF
309
Centaurus Financial
California
$893K +$886K +19,353 New
Natixis Advisors
310
Natixis Advisors
Massachusetts
$888K -$410K -8,949 -32%
CAAM
311
Cornerstone Advisors Asset Management
Pennsylvania
$885K +$53.5K +1,168 +6%
KIG
312
Kowal Investment Group
Wisconsin
$882K +$5.45K +119 +0.6%
PCA
313
Pallas Capital Advisors
Massachusetts
$861K +$12.4K +272 +1%
VPP
314
Vertex Planning Partners
Illinois
$855K +$87.3K +1,908 +11%
IWM
315
IHT Wealth Management
Illinois
$847K -$266K -5,807 -24%
EH
316
Equitable Holdings
New York
$843K +$120K +2,627 +17%
SA
317
Sunesis Advisors
Kansas
$834K +$168K +3,672 +25%
RCIM
318
Red Cedar Investment Management
Michigan
$830K – – –
WAS
319
Wealth Advisory Solutions
Indiana
$823K +$281K +6,132 +52%
GIA
320
Gladstone Institutional Advisory
Florida
$814K -$11K -240 -1%
ST
321
Spinnaker Trust
Maine
$812K – – –
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$807K -$46.8K -1,022 -6%
RCM
323
Raleigh Capital Management
North Carolina
$799K +$77.1K +1,684 +11%
RF
324
RHS Financial
California
$774K +$420K +9,187 +121%
3LCM
325
3D/L Capital Management
Connecticut
$767K -$34.8K -760 -4%