We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAL
301
W Advisors LLC
Tennessee
$2.5M +$820K +17,667 +50%
MBT
302
Montecito Bank & Trust
California
$2.49M -$6.5K -140 -0.3%
NCM
303
Northwest Capital Management
Oregon
$2.48M -$92.4K -1,992 -4%
LEA
304
Legacy Edge Advisors
New York
$2.48M +$170K +3,658 +7%
OAS
305
Optivise Advisory Services
Tennessee
$2.47M -$13.8K -297 -0.6%
KPWG
306
KFA Private Wealth Group
Virginia
$2.45M -$212K -4,575 -8%
Natixis Advisors
307
Natixis Advisors
Massachusetts
$2.44M -$117K -2,515 -5%
JSL
308
JT Stratford LLC
Georgia
$2.42M +$214K +4,602 +10%
MWA
309
Merkkuri Wealth Advisors
New York
$2.41M +$637K +13,731 +37%
CA
310
CoreCap Advisors
Michigan
$2.4M +$1.15M +24,850 +96%
EFG
311
Elios Financial Group
Ohio
$2.37M +$2.34M +50,378 New
HCM
312
Howard Capital Management
Georgia
$2.31M -$110K -2,376 -5%
RFA
313
Resurgent Financial Advisors
Georgia
$2.29M +$472K +10,164 +26%
PFM
314
Phillips Financial Management
Indiana
$2.27M -$307K -6,609 -12%
GWP
315
Gen-Wealth Partners
Michigan
$2.26M +$65.4K +1,410 +3%
CCM
316
Coldstream Capital Management
Washington
$2.23M +$235K +5,069 +12%
PCA
317
Prosperity Capital Advisors
Ohio
$2.19M +$867K +18,674 +67%
WWP
318
WR Wealth Planners
Missouri
$2.17M -$3.29K -71 -0.2%
EWA
319
EverSource Wealth Advisors
Alabama
$2.12M -$843K -18,158 -29%
PIMG
320
Patriot Investment Management Group
Tennessee
$2.09M +$2.74K +59 +0.1%
FAIM
321
Financial Advocates Investment Management
Washington
$2.03M -$4.42M -95,163 -70%
LIM
322
Leavell Investment Management
Alabama
$1.99M +$149K +3,206 +8%
GWM
323
Geneos Wealth Management
Colorado
$1.99M +$6.4K +138 +0.3%
AC
324
Apella Capital
Connecticut
$1.98M -$1.39K -30 -0.1%
JSW
325
Journey Strategic Wealth
New Jersey
$1.97M +$1.66M +35,825 +591%