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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
351
Lion Street Advisors
Texas
$1.65M +$475K +10,415 +41%
DWP
352
Daymark Wealth Partners
Ohio
$1.62M +$112K +2,453 +8%
ISFAN
353
Investor's Fiduciary Advisor Network
Washington
$1.61M -$453K -9,918 -22%
AG
354
AmeriFlex Group
Nevada
$1.61M +$103K +2,251 +7%
MWA
355
Merkkuri Wealth Advisors
New York
$1.6M -$380K -8,333 -19%
TL
356
Tradewinds LLC
North Carolina
$1.6M +$1.58M +34,642 New
SCP
357
Silverleafe Capital Partners
Tennessee
$1.59M +$140K +3,078 +10%
BFA
358
Beacon Financial Advisory
Ohio
$1.55M -$185K -4,049 -11%
Lido Advisors
359
Lido Advisors
California
$1.54M +$712K +15,597 +88%
RIS
360
Richmond Investment Services
Wisconsin
$1.5M +$1.48M +32,480 New
PFM
361
Phillips Financial Management
Indiana
$1.5M -$35.3K -774 -2%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$1.48M +$1.46M +32,048 New
RFG
363
Range Financial Group
Oregon
$1.48M -$249K -5,452 -15%
KFS
364
Kelly Financial Services
Massachusetts
$1.47M -$173K -3,783 -11%
LW
365
Linscomb Wealth
Texas
$1.46M +$43.9K +961 +3%
FG
366
Foster Group
Iowa
$1.44M -$253K -5,534 -15%
WA
367
WBH Advisory
Maryland
$1.42M -$81.5K -1,785 -6%
NCM
368
Northwest Capital Management
Oregon
$1.4M -$426K -9,331 -23%
HKIMG
369
Hutchens & Kramer Investment Management Group
Indiana
$1.4M -$579K -12,685 -29%
OLVIG
370
Oliver Lagore Vanvalin Investment Group
Michigan
$1.39M +$1.38M +30,253 New
WEG
371
World Equity Group
Illinois
$1.39M -$316K -6,921 -19%
TPI
372
Trust Point Inc
Wisconsin
$1.39M +$1.37M +30,075 New
SI
373
Stephens Inc
Arkansas
$1.38M -$16.7K -365 -1%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$1.37M -$171K -3,754 -11%
JWCA
375
J.W. Cole Advisors
Florida
$1.33M +$139K +3,052 +12%