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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
326
Investment Advisory Group
Massachusetts
$2.46M +$18.4K +400 +0.7%
PTC
327
Private Trust Company
Ohio
$2.42M -$252K -5,492 -9%
RFN
328
RDA Financial Network
Iowa
$2.4M +$745K +16,232 +44%
SPI
329
Sutton Place Investors
New York
$2.39M -$585K -12,737 -19%
MBT
330
Montecito Bank & Trust
California
$2.38M -$12.4K -271 -0.5%
PPC
331
Park Place Capital
Alabama
$2.35M -$1.47M -31,994 -38%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$2.33M -$2.57M -55,972 -52%
KPWG
333
KFA Private Wealth Group
Virginia
$2.27M -$83.9K -1,828 -4%
LEA
334
Legacy Edge Advisors
New York
$2.26M -$121K -2,642 -5%
OAS
335
Optivise Advisory Services
Tennessee
$2.25M -$117K -2,546 -5%
EFG
336
Elios Financial Group
Ohio
$2.25M -$29.2K -636 -1%
HKIMG
337
Hutchens & Kramer Investment Management Group
Indiana
$2.23M -$342K -7,449 -13%
GSEP
338
Golden State Equity Partners
California
$2.16M -$1.02M -22,243 -32%
RFA
339
Resurgent Financial Advisors
Georgia
$2.14M -$59.5K -1,297 -3%
HWM
340
Hobbs Wealth Management
Indiana
$2.13M +$2.16M +47,056 New
SOS
341
Silver Oak Securities
Tennessee
$2.11M +$2.09M +45,591 +4,078%
AFW
342
Avantra Family Wealth
Pennsylvania
$2.1M +$2.13M +46,416 New
NCM
343
Northwest Capital Management
Oregon
$2.08M -$302K -6,590 -13%
ISFAN
344
Investor's Fiduciary Advisor Network
Washington
$2.07M +$2.1M +45,742 New
VPP
345
Vertex Planning Partners
Illinois
$2.06M -$588K -12,809 -22%
JSL
346
JT Stratford LLC
Georgia
$2.05M -$276K -6,018 -12%
WAL
347
W Advisors LLC
Tennessee
$2.02M -$383K -8,346 -16%
PIMG
348
Patriot Investment Management Group
Tennessee
$2.01M – – –
BOC
349
Blue Oak Capital
California
$2M +$2.03M +44,318 New
D
350
Dentgroup
Louisiana
$1.98M +$876K +19,084 +77%