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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Saxony Capital Management
Missouri
$2.66M +$2.63M +57,632 New
EWA
302
Emergent Wealth Advisors
New York
$2.65M -$112K -2,451 -4%
ACM
303
Absolute Capital Management
Pennsylvania
$2.61M -$60.2K -1,321 -2%
HCA
304
Heck Capital Advisors
Wisconsin
$2.61M +$611K +13,400 +31%
IAG
305
Investment Advisory Group
Massachusetts
$2.6M +$93.7K +2,057 +4%
TCA
306
Transcend Capital Advisors
New Jersey
$2.57M -$175K -3,849 -6%
KPWG
307
KFA Private Wealth Group
Virginia
$2.57M +$251K +5,497 +11%
WA
308
Wealthstar Advisors
Texas
$2.55M +$46 +1 +0%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$2.52M +$146K +3,214 +6%
MBT
310
Montecito Bank & Trust
California
$2.48M +$60.6K +1,330 +3%
MIS
311
Morningstar Investment Services
Illinois
$2.46M -$2.95M -64,822 -55%
BW
312
Balance Wealth
Ohio
$2.43M +$2.4M +52,755 New
NL
313
NWAM LLC
Washington
$2.42M -$301K -6,608 -11%
SPI
314
Sutton Place Investors
New York
$2.3M -$136K -2,995 -6%
EFG
315
Elios Financial Group
Ohio
$2.28M -$9.75K -214 -0.4%
TWP
316
Tempus Wealth Planning
California
$2.28M -$246K -5,408 -10%
GSEP
317
Golden State Equity Partners
California
$2.27M +$66.2K +1,452 +3%
WAL
318
W Advisors LLC
Tennessee
$2.25M +$182K +4,004 +9%
HIM
319
Hanlon Investment Management
New Jersey
$2.23M -$321K -7,035 -13%
RFA
320
Resurgent Financial Advisors
Georgia
$2.19M +$9.94K +218 +0.5%
DC
321
Davenport & Co
Virginia
$2.13M +$938K +20,583 +80%
PTC
322
Private Trust Company
Ohio
$2.13M -$332K -7,274 -14%
RFN
323
RDA Financial Network
Iowa
$2.13M -$321K -7,038 -13%
AFW
324
Avantra Family Wealth
Pennsylvania
$2.12M -$18.6K -409 -0.9%
SWP
325
Stratos Wealth Partners
Ohio
$2.12M -$2.64M -57,890 -56%