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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
426
Summit X LLC
Missouri
$282K -$152K -3,321 -35%
VA
427
Valmark Advisers
Ohio
$282K -$20.5K -449 -7%
SIC
428
Salem Investment Counselors
North Carolina
$280K – – –
BSW
429
Buckingham Strategic Wealth
Missouri
$278K +$280K +6,119 New
MWM
430
Meridian Wealth Management
Kentucky
$277K -$119K -2,606 -30%
PFS
431
Prospera Financial Services
Texas
$275K -$55.6K -1,214 -17%
AFP
432
Ausdal Financial Partners
Iowa
$273K -$173K -3,776 -39%
LA
433
Lane & Associates
New Jersey
$273K +$275K +6,000 New
NRI
434
NFP Retirement Inc
California
$271K -$2.96M -64,748 -92%
Fisher Asset Management
435
Fisher Asset Management
Washington
$269K -$216K -4,713 -44%
MHB
436
Midwest Heritage Bank
Iowa
$267K -$19.2K -420 -7%
TC
437
Trilogy Capital
California
$255K -$236K -5,161 -48%
MWM
438
Modera Wealth Management
New Jersey
$251K +$253K +5,529 New
HBW
439
Hazlett, Burt & Watson
West Virginia
$250K +$250K +5,469 New
IWP
440
Insight Wealth Partners
Texas
$248K -$22.4K -489 -8%
KFA
441
Kapstone Financial Advisors
Ohio
$247K -$62K -1,356 -20%
CAAS
442
Capital Asset Advisory Services
Michigan
$247K – – –
TWD
443
True Wealth Design
Ohio
$246K +$247K +5,401 New
RFN
444
Redwood Financial Network
Ohio
$243K -$16.8K -368 -6%
CCA
445
Clearwater Capital Advisors
Illinois
$241K -$30.7K -670 -11%
RJT
446
Raymond James Trust
Florida
$233K +$234K +5,114 New
SC
447
Stephens Consulting
Michigan
$233K -$18K -394 -7%
MA
448
MKT Advisors
California
$230K -$23.6K -516 -9%
Susquehanna International Group
449
Susquehanna International Group
Pennsylvania
$227K -$42.1K -921 -16%
JWCA
450
J.W. Cole Advisors
Florida
$227K -$872K -19,048 -79%