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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Selective Wealth Management
Virginia
$215K +$219K +4,790 New
LSA
452
Lion Street Advisors
Texas
$215K -$153K -3,333 -45%
FWP
453
FAS Wealth Partners
Kansas
$214K +$1.83K +40 +0.9%
CRI
454
Commonwealth Retirement Investments
Virginia
$207K
NFSG
455
Newbridge Financial Services Group
Florida
$206K +$732 +16 +0.4%
SIS
456
Sound Income Strategies
Florida
$196K +$125K +2,742 +174%
RIA
457
Realta Investment Advisors
Delaware
$184K +$185K +4,037 New
TAM
458
Tucker Asset Management
Colorado
$154K +$146K +3,192 +1,716%
FMP
459
Financial Management Professionals
Texas
$147K
BWL
460
Bogart Wealth LLC
Virginia
$136K
Qube Research & Technologies (QRT)
461
Qube Research & Technologies (QRT)
United Kingdom
$136K -$846K -18,488 -85%
TPCW
462
TD Private Client Wealth
New York
$108K +$71.5K +1,563 +192%
JWA
463
JFS Wealth Advisors
Pennsylvania
$95.9K +$96.6K +2,110 New
CWP
464
Concord Wealth Partners
Virginia
$93.4K +$56.7K +1,239 +152%
TIM
465
Thompson Investment Management
Wisconsin
$89.8K
CT
466
Colonial Trust
South Carolina
$86.3K
HIA
467
Harbor Investment Advisory
Maryland
$72.5K -$4.67K -102 -6%
US Bancorp
468
US Bancorp
Minnesota
$65.2K -$85.2K -1,862 -56%
ACA
469
Aptus Capital Advisors
Alabama
$63.7K
SSB
470
Sandy Spring Bank
Maryland
$58.5K +$46 +1 +0.1%
S
471
SignatureFD
Georgia
$54.6K
CB
472
Centennial Bank
Arkansas
$50.6K
BCWM
473
Bartlett & Co Wealth Management
Ohio
$50.5K
BC
474
Bartlett & Co
Ohio
$50K
CSPIA
475
Cary Street Partners Investment Advisory
Virginia
$45.4K +$45.7K +999 New