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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
351
MN Wealth Advisors
Kansas
$1.03M +$991K +22,422 New
FCA
352
FinTrust Capital Advisors
South Carolina
$1.02M -$133K -3,017 -12%
RFS
353
Richardson Financial Services
Massachusetts
$1.02M +$983K +22,232 New
Creative Planning
354
Creative Planning
Kansas
$1.02M +$36.4K +823 +4%
WFA
355
Wells Financial Advisors
Massachusetts
$1.02M +$979K +22,140 New
SPC
356
Sigma Planning Corp
Michigan
$1.02M -$6.04M -136,716 -86%
TFO
357
Tarbox Family Office
California
$1.01M -$90.9K -2,056 -9%
SAG
358
SageView Advisory Group
California
$999K -$1.55M -35,180 Closed
HSA
359
HBK Sorce Advisory
Pennsylvania
$972K -$88.9K -2,012 -9%
CCM
360
Coldstream Capital Management
Washington
$972K +$932K +21,088 New
HG
361
Harbor Group
New Hampshire
$946K -$175K -3,970 -16%
MMA
362
Miracle Mile Advisors
California
$924K +$886K +20,052 New
ACP
363
Aveo Capital Partners
Colorado
$917K +$230K +5,194 +35%
ES
364
ETF Store
Kansas
$908K +$236K +5,339 +37%
MFC
365
Morris Financial Concepts
South Carolina
$898K +$40.5K +917 +5%
CICC
366
Capital Investment Counsel (Colorado)
Colorado
$898K +$861K +19,490 New
O3W
367
Omni 360 Wealth
New Jersey
$898K +$861K +19,482 New
VFPW
368
Vantage Financial Partners (Wisconsin)
Wisconsin
$894K +$508K +11,494 +145%
WFC
369
Western Financial Corp
California
$885K -$19.1K -433 -2%
CAAM
370
Cornerstone Advisors Asset Management
Pennsylvania
$882K – – –
RF
371
RHS Financial
California
$879K -$91.3K -2,066 -10%
BHPW
372
Beverly Hills Private Wealth
California
$876K -$163K -3,679 -16%
PIA
373
Perennial Investment Advisors
California
$875K -$109K -2,473 -12%
TF
374
Theory Financial
Colorado
$874K +$138K +3,130 +20%
HIP
375
HUB Investment Partners
Texas
$866K -$3.36M -75,952 -80%