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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
351
City State Bank
Iowa
$617K -$68.2K -1,490 -10%
SWP
352
Semus Wealth Partners
Florida
$617K +$38K +831 +7%
KA
353
Kovack Advisors
Florida
$616K +$13.1K +287 +2%
LWA
354
Lineweaver Wealth Advisors
Ohio
$612K -$302K -6,597 -33%
MOS
355
MGO One Seven
Ohio
$598K -$18.1M -394,850 -97%
WWM
356
Western Wealth Management
Colorado
$592K +$56.6K +1,238 +11%
NFG
357
Nations Financial Group
Iowa
$588K +$176K +3,838 +42%
RFG
358
RFP Financial Group
Georgia
$577K -$2.1K -46 -0.4%
IGWM
359
ICA Group Wealth Management
Colorado
$564K +$481K +10,516 +557%
SS
360
Sunbelt Securities
Texas
$562K +$12.7K +278 +2%
Betterment LLC
361
Betterment LLC
New York
$562K +$131K +2,852 +30%
SWP
362
ShoreHaven Wealth Partners
New Jersey
$557K -$2.56K -56 -0.5%
WPWM
363
Windward Private Wealth Management
Kansas
$552K -$2.56K -56 -0.5%
VAM
364
Verity Asset Management
North Carolina
$551K -$105K -2,288 -16%
DIA
365
Davidson Investment Advisors
Montana
$546K -$869 -19 -0.2%
PP
366
Prosperity Planning
Missouri
$519K
LRIA
367
Leonard Rickey Investment Advisors
Washington
$510K +$90.8K +1,985 +21%
CA
368
CoreCap Advisors
Michigan
$509K +$512K +11,186 New
CAM
369
Cresset Asset Management
Illinois
$507K +$47.1K +1,029 +10%
OMC
370
Old Mission Capital
Illinois
$506K +$509K +11,122 New
ES
371
ETF Store
Kansas
$505K -$14.7K -322 -3%
AWA
372
Arkadios Wealth Advisors
Georgia
$497K +$16.2K +354 +3%
GM
373
GeoWealth Management
Illinois
$497K +$398K +8,687 +388%
KIG
374
Kowal Investment Group
Wisconsin
$495K -$376K -8,225 -43%
PCS
375
Personal CFO Solutions
New Jersey
$493K +$33.9K +740 +7%