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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
301
Level Four Advisory Services
Texas
$1.02M +$218K +4,875 +26%
LA
302
LexAurum Advisors
Kansas
$1.02M -$40K -896 -4%
WPWM
303
Windward Private Wealth Management
Kansas
$1.01M +$493K +11,020 +91%
HSA
304
HBK Sorce Advisory
Pennsylvania
$1.01M +$1.56K +35 +0.2%
MBT
305
Montecito Bank & Trust
California
$992K -$43.6K -975 -4%
BHPW
306
Beverly Hills Private Wealth
California
$992K -$1.14M -25,564 -53%
FFA
307
Fragasso Financial Advisors
Pennsylvania
$990K +$239K +5,349 +31%
JJBC
308
James J. Burns & Company
New York
$986K -$916K -20,489 -48%
GC
309
Gilbert & Cook
Iowa
$972K -$123K -2,756 -11%
Betterment LLC
310
Betterment LLC
New York
$962K +$431K +9,641 +78%
CCWA
311
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$961K -$52.2K -1,168 -5%
GSEP
312
Golden State Equity Partners
California
$952K +$4.47K +100 +0.5%
SPAS
313
Spectrum Planning & Advisory Services
California
$943K -$289K -6,462 -23%
PIA
314
Perennial Investment Advisors
California
$938K -$202K -4,512 -17%
Creative Planning
315
Creative Planning
Kansas
$935K +$217K +4,850 +29%
IAG
316
Investment Advisory Group
Massachusetts
$926K +$34.2K +765 +4%
RF
317
RHS Financial
California
$924K +$162K +3,630 +21%
HIF
318
Hill Island Financial
Michigan
$909K -$32.7K -732 -3%
VPP
319
Vertex Planning Partners
Illinois
$895K +$31.2K +698 +4%
MCA
320
MSH Capital Advisors
Arizona
$892K -$84K -1,879 -8%
TFA
321
Teamwork Financial Advisors
Texas
$870K -$24K -537 -3%
WFC
322
Western Financial Corp
California
$859K -$270K -6,047 -24%
CAAM
323
Cornerstone Advisors Asset Management
Pennsylvania
$837K -$1.03K -23 -0.1%
SRWM
324
Shira Ridge Wealth Management
California
$821K +$57K +1,276 +7%
FCI
325
Financial Counselors Inc
Kansas
$820K +$838K +18,750 New