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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
351
Financial Council
Maryland
$402K – – –
FCT
352
Family Capital Trust
Massachusetts
$400K +$410K +8,050 New
GIA
353
Gladstone Institutional Advisory
Florida
$400K +$411K +8,055 New
D
354
Dentgroup
Louisiana
$395K +$131K +2,575 +48%
PFS
355
Prospera Financial Services
Texas
$387K -$36.1K -708 -8%
PCS
356
Personal CFO Solutions
New Jersey
$383K +$17.4K +341 +5%
LWM
357
Laidlaw Wealth Management
New York
$379K -$52.9K -1,038 -12%
AFAS
358
Acorn Financial Advisory Services
Virginia
$379K +$78.1K +1,533 +25%
HSA
359
HBK Sorce Advisory
Pennsylvania
$377K +$388K +7,605 New
BFPW
360
BOK Financial Private Wealth
Colorado
$372K -$504K -9,890 -57%
C
361
CEDRUS
Colorado
$371K -$403K -7,905 -51%
BWA
362
Burt Wealth Advisors
Maryland
$368K – – –
FA
363
FDx Advisors
Illinois
$367K +$119K +2,338 +46%
HKIMG
364
Hutchens & Kramer Investment Management Group
Indiana
$366K – – –
AP
365
Advisor Partners
California
$365K – – –
RFA
366
Resurgent Financial Advisors
Georgia
$364K +$374K +7,335 New
RFN
367
Redwood Financial Network
Ohio
$362K +$372K +7,297 New
WIC
368
Woodmont Investment Counsel
Tennessee
$358K +$367K +7,209 New
IGWM
369
ICA Group Wealth Management
Colorado
$350K +$377K +7,396 New
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$340K +$349K +6,856 New
HF
371
HRT Financial
New York
$338K +$347K +6,815 New
AAS
372
Ameritas Advisory Services
Nebraska
$336K -$9.63K -189 -3%
AFP
373
Ausdal Financial Partners
Iowa
$333K -$7.75K -152 -2%
NRI
374
NFP Retirement Inc
California
$329K +$338K +6,628 New
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$325K – – –