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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
426
Keystone Wealth Services
California
$929K -$3.08M -66,699 -77%
BIG
427
Brookwood Investment Group
Arizona
$922K +$70.7K +1,529 +8%
SEIA
428
Signature Estate & Investment Advisors
California
$920K -$120K -2,595 -12%
AP
429
Appleton Partners
Massachusetts
$916K -$217K -4,700 -19%
NFG
430
Nations Financial Group
Iowa
$912K +$138K +2,987 +18%
FI
431
FWG Investments
Kentucky
$911K +$26.2K +567 +3%
KFG
432
Kelly Financial Group
Connecticut
$909K +$1.11K +24 +0.1%
LSWP
433
Liberty Square Wealth Partners
Pennsylvania
$906K -$200K -4,315 -18%
VFP
434
Vested Financial Planning
California
$903K +$95.2K +2,058 +12%
PIA
435
Perennial Investment Advisors
California
$902K -$257K -5,561 -22%
AWM
436
Accredited Wealth Management
Kentucky
$893K -$466K -10,075 -53%
GS
437
GWN Securities
Florida
$892K +$140K +3,028 +19%
WCM
438
WealthTrak Capital Management
Virginia
$892K -$136K -2,930 -13%
BWM
439
BCS Wealth Management
Tennessee
$884K -$125K -2,712 -13%
HIF
440
Hill Island Financial
Michigan
$881K -$42.4K -916 -5%
TFA
441
Transamerica Financial Advisors
Florida
$861K +$853K +18,440 New
FT
442
Fiduciary Trust
Massachusetts
$843K +$6.61K +143 +0.8%
HH
443
Hilltop Holdings
Texas
$834K -$39.1K -845 -5%
AG
444
Ascent Group
Virginia
$818K -$191K -4,140 -19%
IWP
445
Insight Wealth Partners
Texas
$812K +$221K +4,772 +38%
HIP
446
HUB Investment Partners
Texas
$807K -$51.1K -1,105 -6%
BAM
447
Belpointe Asset Management
Nevada
$803K +$796K +17,201 New
FCA
448
Fortis Capital Advisors
Kansas
$803K +$796K +17,201 New
WFS
449
WealthGarden F.S.
California
$796K +$41.1K +888 +6%
CFIA
450
Cantor Fitzgerald Investment Advisors
New York
$789K -$54.5K -1,178 -7%