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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
401
Newbridge Financial Services Group
Florida
$180K -$13.1K -248 -7%
FMP
402
Financial Management Professionals
Texas
$172K – – –
US Bancorp
403
US Bancorp
Minnesota
$164K -$202K -3,810 -55%
RDFA
404
Ritter Daniher Financial Advisory
Ohio
$164K +$164K +3,097 New
BWL
405
Bogart Wealth LLC
Virginia
$159K – – –
RIM
406
Rockbridge Investment Management
New York
$129K +$5.25K +99 +4%
JFA
407
JNBA Financial Advisors
Minnesota
$124K +$15.9K +299 +15%
IWP
408
IAG Wealth Partners
Wisconsin
$118K +$118K +2,235 New
ACA
409
Aptus Capital Advisors
Alabama
$113K +$113K +2,133 New
GAM
410
Gemmer Asset Management
California
$85K -$3.18K -60 -4%
AWM
411
Avior Wealth Management
Nebraska
$84K -$6.63K -125 -7%
CWP
412
Concord Wealth Partners
Virginia
$75K +$75.6K +1,426 New
SL
413
Savior LLC
Massachusetts
$69K +$15.4K +291 +29%
BFEC
414
Benjamin F. Edwards & Company
Missouri
$67K -$184K -3,477 -73%
FA
415
Fortis Advisors
Pennsylvania
$56K +$19.7K +372 +54%
HIA
416
Harbor Investment Advisory
Maryland
$56K +$20.7K +390 +58%
S
417
SignatureFD
Georgia
$53K -$7.11K -134 -12%
CHA
418
Carmichael Hill & Associates
Maryland
$50K – – –
ADL
419
Asset Dedication LLC
California
$45K -$43.7K -824 -49%
OCM
420
Orion Capital Management
California
$45K – – –
CFA
421
Carroll Financial Associates
North Carolina
$37K +$37.4K +705 New
AWM
422
Activest Wealth Management
Florida
$36K – – –
GEA
423
Glen Eagle Advisors
New Jersey
$34K +$19.8K +373 +139%
RTC
424
Riverview Trust Company
Washington
$31K – – –
CI
425
Cordant Inc
Oregon
$31K +$30.8K +580 New