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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Baystate Wealth Management
Massachusetts
$633K -$50.1K -1,095 -7%
GFPC
352
Global Financial Private Client
Florida
$622K +$37.9K +828 +6%
CSB
353
City State Bank
Iowa
$617K -$68.2K -1,490 -10%
SWP
354
Semus Wealth Partners
Florida
$617K +$38K +831 +7%
KA
355
Kovack Advisors
Florida
$616K +$13.1K +287 +2%
LWA
356
Lineweaver Wealth Advisors
Ohio
$612K -$302K -6,597 -33%
MOS
357
MGO One Seven
Ohio
$598K -$18.1M -394,850 -97%
WWM
358
Western Wealth Management
Colorado
$592K +$56.6K +1,238 +11%
NFG
359
Nations Financial Group
Iowa
$588K +$176K +3,838 +42%
RFG
360
RFP Financial Group
Georgia
$577K -$2.1K -46 -0.4%
IGWM
361
ICA Group Wealth Management
Colorado
$564K +$481K +10,516 +557%
SS
362
Sunbelt Securities
Texas
$562K +$12.7K +278 +2%
Betterment LLC
363
Betterment LLC
New York
$562K +$131K +2,852 +30%
SWP
364
ShoreHaven Wealth Partners
New Jersey
$557K -$2.56K -56 -0.5%
WPWM
365
Windward Private Wealth Management
Kansas
$552K -$2.56K -56 -0.5%
VAM
366
Verity Asset Management
North Carolina
$551K -$105K -2,288 -16%
DIA
367
Davidson Investment Advisors
Montana
$546K -$869 -19 -0.2%
PP
368
Prosperity Planning
Missouri
$519K – – –
LRIA
369
Leonard Rickey Investment Advisors
Washington
$510K +$90.8K +1,985 +21%
CA
370
CoreCap Advisors
Michigan
$509K +$512K +11,186 New
CAM
371
Cresset Asset Management
Illinois
$507K +$47.1K +1,029 +10%
OMC
372
Old Mission Capital
Illinois
$506K +$509K +11,122 New
ES
373
ETF Store
Kansas
$505K -$14.7K -322 -3%
AWA
374
Arkadios Wealth Advisors
Georgia
$497K +$16.2K +354 +3%
GM
375
GeoWealth Management
Illinois
$497K +$398K +8,687 +388%