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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
351
Cornerstone Advisors Asset Management
Pennsylvania
$365K
TGAM
352
TBH Global Asset Management
Tennessee
$362K +$140 +3 +0%
FC
353
Financial Council
Maryland
$361K
KPWS
354
Kestra Private Wealth Services
Texas
$359K +$376K +8,067 New
KWM
355
Kingsview Wealth Management
Oregon
$354K +$15.4K +330 +4%
SWM
356
Selective Wealth Management
Virginia
$340K -$113K -2,429 -24%
AFAS
357
Acorn Financial Advisory Services
Virginia
$335K -$8.26K -177 -2%
PFS
358
Prospera Financial Services
Texas
$335K +$886 +19 +0.3%
API
359
Advisor Partners II
California
$331K +$347K +7,438 New
BWA
360
Burt Wealth Advisors
Maryland
$330K
PB
361
Pinnacle Bancorp
Nebraska
$324K -$29.5K -633 -8%
SIM
362
Stratos Investment Management
Ohio
$322K +$338K +7,237 New
SAM
363
Strategy Asset Managers
California
$320K +$336K +7,193 New
WF
364
Wayfinding Financial
Washington
$315K +$10.4K +223 +3%
RFN
365
Redwood Financial Network
Ohio
$313K -$6.9K -148 -2%
LWM
366
Laidlaw Wealth Management
New York
$312K -$4.99K -107 -2%
LNC
367
Lincoln National Corp
Pennsylvania
$311K +$23.5K +503 +8%
AWA
368
Arkadios Wealth Advisors
Georgia
$311K +$93.5K +2,005 +40%
PPP
369
Private Portfolio Partners
New Jersey
$306K -$4.93M -105,642 -94%
VFPW
370
Vantage Financial Partners (Wisconsin)
Wisconsin
$304K -$14.7K -316 -4%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$294K -$21.5K -461 -7%
VFA
372
Valeo Financial Advisors
Indiana
$286K +$299K +6,416 New
TI
373
tru Independence
Oregon
$285K +$93 +2 +0%
SC
374
Savant Capital
Illinois
$282K +$1.82K +39 +0.6%
RF
375
RHS Financial
California
$280K +$294K +6,294 New