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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
351
ShoreHaven Wealth Partners
New Jersey
$567K +$34.6K +757 +7%
WPWM
352
Windward Private Wealth Management
Kansas
$563K -$16.8K -367 -3%
SS
353
Sunbelt Securities
Texas
$555K -$6.09K -133 -1%
DIA
354
Davidson Investment Advisors
Montana
$555K -$14.4K -314 -3%
WWM
355
Western Wealth Management
Colorado
$543K +$126K +2,763 +31%
FA
356
FDx Advisors
Illinois
$539K – – –
MFC
357
Morris Financial Concepts
South Carolina
$536K -$134K -2,923 -20%
ES
358
ETF Store
Kansas
$529K -$3.98K -87 -0.8%
BA
359
Bellwether Advisors
Nebraska
$520K -$224K -4,901 -30%
Creative Planning
360
Creative Planning
Kansas
$506K +$72.6K +1,586 +17%
TC
361
Trilogy Capital
California
$497K +$136K +2,962 +38%
AFAS
362
Acorn Financial Advisory Services
Virginia
$496K +$101K +2,211 +26%
Fisher Asset Management
363
Fisher Asset Management
Washington
$490K +$84.3K +1,843 +21%
AWA
364
Arkadios Wealth Advisors
Georgia
$488K +$133K +2,900 +38%
PP
365
Prosperity Planning
Missouri
$475K -$379K -8,276 Closed
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$470K +$14.1K +309 +3%
TA
367
TFB Advisors
Kansas
$469K +$137K +2,998 +42%
PCS
368
Personal CFO Solutions
New Jersey
$467K +$35K +765 +8%
CAM
369
Cresset Asset Management
Illinois
$467K +$79.4K +1,735 +21%
HR
370
Howe & Rusling
New York
$463K +$4.21K +92 +0.9%
PJSIMP
371
P.J. Schmidt Investment Management (PJS)
Wisconsin
$456K +$40.6K +887 +10%
AFP
372
Ausdal Financial Partners
Iowa
$452K +$71.1K +1,554 +19%
AWM
373
Aspire Wealth Management
Massachusetts
$448K +$197K +4,312 +80%
SXL
374
Summit X LLC
Missouri
$440K -$4.4M -96,160 -91%
Betterment LLC
375
Betterment LLC
New York
$439K -$1.13M -24,787 -72%