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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIG
376
Kowal Investment Group
Wisconsin
$495K -$376K -8,225 -43%
PCS
377
Personal CFO Solutions
New Jersey
$493K +$33.9K +740 +7%
AFAS
378
Acorn Financial Advisory Services
Virginia
$493K +$4.21K +92 +0.9%
HR
379
Howe & Rusling
New York
$480K +$23.9K +522 +5%
KFGK
380
Keystone Financial Group (Kentucky)
Kentucky
$476K +$479K +10,477 New
BA
381
Bellwether Advisors
Nebraska
$476K -$37K -809 -7%
SP
382
Successful Portfolios
Florida
$462K -$3.85M -84,131 -89%
CCFM
383
Clear Creek Financial Management
Washington
$461K +$464K +10,138 New
AWM
384
Aspire Wealth Management
Massachusetts
$457K +$15.7K +343 +4%
ICP
385
Interchange Capital Partners
Pennsylvania
$453K +$456K +9,962 New
SPWG
386
Syntegra Private Wealth Group
Missouri
$447K +$26.9K +588 +6%
PGF
387
Plan Group Financial
Oklahoma
$431K +$440K +9,605 New
PJSIMP
388
P.J. Schmidt Investment Management (PJS)
Wisconsin
$428K -$21.8K -476 -5%
3LCM
389
3D/L Capital Management
Connecticut
$427K -$331K -7,228 -43%
TCMP
390
Thrive Capital Management (Pennsylvania)
Pennsylvania
$416K +$824 +18 +0.2%
Squarepoint
391
Squarepoint
New York
$415K +$417K +9,118 New
ML
392
McAdam LLC
Pennsylvania
$413K +$186K +4,075 +81%
CWM
393
Cornerstone Wealth Management
Missouri
$410K +$413K +9,022 New
KFG
394
Kingdom Financial Group
Arizona
$410K +$412K +9,010 New
WJA
395
Willis Johnson & Associates
Texas
$408K +$411K +8,979 New
SC
396
Savant Capital
Illinois
$403K +$90.6K +1,980 +29%
KWM
397
Kingsview Wealth Management
Oregon
$391K +$67.1K +1,467 +21%
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$391K -$30K -655 -7%
FT
399
Fiduciary Trust
Massachusetts
$381K – – –
RFN
400
RDA Financial Network
Iowa
$380K +$2.47K +54 +0.7%