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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
Trilogy Capital
California
$229K +$10.7K +229 +5%
TPCW
402
TD Private Client Wealth
New York
$228K – – –
BFA
403
Beaumont Financial Advisors
Massachusetts
$225K – – –
IAN
404
Integrated Advisors Network
Texas
$222K -$1.17K -25 -0.5%
WIM
405
Westside Investment Management
California
$221K -$505K -10,820 -8%
CA
406
Calton & Associates
Florida
$219K -$252K -5,396 -52%
ICP
407
Interchange Capital Partners
Pennsylvania
$219K +$230K +4,929 New
US Bancorp
408
US Bancorp
Minnesota
$218K +$35.2K +754 +18%
FFA
409
Founders Financial Alliance
North Carolina
$217K -$11K -235 -5%
RFN
410
RDA Financial Network
Iowa
$217K +$8.49K +182 +4%
SW
411
Simplicity Wealth
New Jersey
$212K +$223K +4,771 New
DC
412
Davenport & Co
Virginia
$206K -$12.5K -268 -5%
NFSG
413
Newbridge Financial Services Group
Florida
$200K +$513 +11 +0.2%
HWMA
414
Heritage Wealth Management (Arizona)
Arizona
$190K +$20.4K +437 +11%
AWM
415
Avior Wealth Management
Nebraska
$173K +$120K +2,580 +197%
ACK
416
Andrew C. Karlinski
$173K +$182K +3,892 New
CC
417
Corsicana & Co
Texas
$159K -$47.6K -1,021 -22%
SA
418
SRH Advisors
Kansas
$148K +$155K +3,331 New
FMP
419
Financial Management Professionals
Texas
$144K – – –
BWL
420
Bogart Wealth LLC
Virginia
$134K – – –
MCC
421
Money Concepts Capital
Florida
$125K -$14.6K -313 -10%
RIA
422
Realta Investment Advisors
Delaware
$105K +$110K +2,367 New
FCB
423
First Command Bank
Texas
$96K +$101K +2,165 New
FCFS
424
First Command Financial Services
Texas
$96K +$101K +2,165 New
PA
425
Parallel Advisors
California
$91K -$213K -4,568 -69%