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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
351
ICA Group Wealth Management
Colorado
$369K +$43.5K +933 +13%
PP
352
Prosperity Planning
Missouri
$368K +$68K +1,458 +21%
CAAM
353
Cornerstone Advisors Asset Management
Pennsylvania
$365K – – –
TGAM
354
TBH Global Asset Management
Tennessee
$362K +$140 +3 +0%
FC
355
Financial Council
Maryland
$361K – – –
KPWS
356
Kestra Private Wealth Services
Texas
$359K +$376K +8,067 New
KWM
357
Kingsview Wealth Management
Oregon
$354K +$15.4K +330 +4%
SWM
358
Selective Wealth Management
Virginia
$340K -$113K -2,429 -24%
AFAS
359
Acorn Financial Advisory Services
Virginia
$335K -$8.26K -177 -2%
PFS
360
Prospera Financial Services
Texas
$335K +$886 +19 +0.3%
API
361
Advisor Partners II
California
$331K +$347K +7,438 New
BWA
362
Burt Wealth Advisors
Maryland
$330K – – –
PB
363
Pinnacle Bancorp
Nebraska
$324K -$29.5K -633 -8%
SIM
364
Stratos Investment Management
Ohio
$322K +$338K +7,237 New
SAM
365
Strategy Asset Managers
California
$320K +$336K +7,193 New
WF
366
Wayfinding Financial
Washington
$315K +$10.4K +223 +3%
RFN
367
Redwood Financial Network
Ohio
$313K -$6.9K -148 -2%
LWM
368
Laidlaw Wealth Management
New York
$312K -$4.99K -107 -2%
LNC
369
Lincoln National Corp
Pennsylvania
$311K +$23.5K +503 +8%
AWA
370
Arkadios Wealth Advisors
Georgia
$311K +$93.5K +2,005 +40%
PPP
371
Private Portfolio Partners
New Jersey
$306K -$4.93M -105,642 -94%
VFPW
372
Vantage Financial Partners (Wisconsin)
Wisconsin
$304K -$14.7K -316 -4%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$294K -$21.5K -461 -7%
VFA
374
Valeo Financial Advisors
Indiana
$286K +$299K +6,416 New
TI
375
tru Independence
Oregon
$285K +$93 +2 +0%