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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Waverly Advisors
Alabama
$261K +$523 +11 +0.2%
DIA
377
Dana Investment Advisors
Wisconsin
$261K +$12.7K +268 +5%
SWM
378
Seaside Wealth Management
California
$260K +$258K +5,420 New
CB
379
Commerce Bank
Missouri
$257K +$260K +5,482 New
WMS
380
Wealth Management Solutions
Pennsylvania
$253K -$39.9K -839 -13%
SS
381
Sunbelt Securities
Texas
$253K +$257K +5,413 New
MC
382
Moors & Cabot
Massachusetts
$250K +$14.8K +312 +6%
FFA
383
Fragasso Financial Advisors
Pennsylvania
$241K +$34.7K +730 +17%
FFA
384
Founders Financial Alliance
North Carolina
$240K -$11.6K -245 -5%
TPCW
385
TD Private Client Wealth
New York
$240K
BFA
386
Beaumont Financial Advisors
Massachusetts
$237K
IAN
387
Integrated Advisors Network
Texas
$235K +$1.71K +36 +0.7%
AWA
388
Arkadios Wealth Advisors
Georgia
$234K +$237K +4,989 New
IFG
389
Independent Financial Group
California
$232K +$235K +4,955 New
TC
390
Trilogy Capital
California
$230K +$16.5K +348 +8%
DC
391
Davenport & Co
Virginia
$229K -$15.8K -333 -6%
TFS
392
Thoroughbred Financial Services
Tennessee
$220K -$62.6K -1,318 -22%
RFN
393
RDA Financial Network
Iowa
$220K -$16.6K -349 -7%
CC
394
Corsicana & Co
Texas
$215K -$331K -6,965 -60%
ZIM
395
Zacks Investment Management
Illinois
$214K +$217K +4,572 New
NFSG
396
Newbridge Financial Services Group
Florida
$210K +$475 +10 +0.2%
RC
397
RegentAtlantic Capital
New Jersey
$208K -$240K -5,054 -53%
BO
398
BRR OpCo
Ohio
$205K +$208K +4,374 New
JIP
399
Jaffetilchin Investment Partners
Florida
$204K -$216K -4,541 -51%
US Bancorp
400
US Bancorp
Minnesota
$194K -$143 -3 -0.1%