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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
301
StoneX Group
New York
$999K -$222K -4,850 -18%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$997K -$101K -2,198 -9%
HG
303
Harbor Group
New Hampshire
$994K +$263K +5,752 +36%
GSEP
304
Golden State Equity Partners
California
$986K +$992K +21,680 New
USCWA
305
U.S. Capital Wealth Advisors
Texas
$983K -$459K -10,041 -32%
HIF
306
Hill Island Financial
Michigan
$979K +$49.9K +1,091 +5%
CC
307
Courier Capital
New York
$968K +$974K +21,288 New
QCIG
308
Quad-Cities Investment Group
Iowa
$956K -$83.6K -1,828 -8%
RCIM
309
Red Cedar Investment Management
Michigan
$942K +$125K +2,741 +15%
TFA
310
Teamwork Financial Advisors
Texas
$930K -$873K -19,085 -48%
IAG
311
Investment Advisory Group
Massachusetts
$928K +$6.86K +150 +0.7%
BFPW
312
BOK Financial Private Wealth
Colorado
$921K -$52K -1,137 -5%
ANTB
313
AMG National Trust Bank
Colorado
$919K -$104K -2,265 -10%
VPP
314
Vertex Planning Partners
Illinois
$899K +$57.1K +1,248 +7%
HPC
315
Hobart Private Capital
North Carolina
$896K -$30.6K -669 -3%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$892K +$16.7K +364 +2%
IWM
317
IHT Wealth Management
Illinois
$882K +$48K +1,050 +6%
CAAM
318
Cornerstone Advisors Asset Management
Pennsylvania
$872K – – –
EWA
319
EverSource Wealth Advisors
Alabama
$844K -$106K -2,316 -11%
LFAS
320
Level Four Advisory Services
Texas
$842K +$847K +18,517 New
EH
321
Equitable Holdings
New York
$829K -$915 -20 -0.1%
EL
322
EQ LLC
Washington
$819K +$95.2K +2,081 +13%
WAS
323
Wealth Advisory Solutions
Indiana
$810K – – –
BWP
324
Bernardo Wealth Planning
Pennsylvania
$810K -$8.22M -179,676 -91%
ST
325
Spinnaker Trust
Maine
$800K – – –