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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
451
Baron Silver Stevens Financial Advisors
Florida
$217K +$219K +4,782 New
LWM
452
Laidlaw Wealth Management
New York
$217K -$3.43K -75 -2%
SWM
453
Selective Wealth Management
Virginia
$215K +$219K +4,790 New
LSA
454
Lion Street Advisors
Texas
$215K -$153K -3,333 -45%
FWP
455
FAS Wealth Partners
Kansas
$214K +$1.83K +40 +0.9%
CRI
456
Commonwealth Retirement Investments
Virginia
$207K – – –
NFSG
457
Newbridge Financial Services Group
Florida
$206K +$732 +16 +0.4%
SIS
458
Sound Income Strategies
Florida
$196K +$125K +2,742 +174%
RIA
459
Realta Investment Advisors
Delaware
$184K +$185K +4,037 New
TAM
460
Tucker Asset Management
Colorado
$154K +$146K +3,192 +1,716%
FMP
461
Financial Management Professionals
Texas
$147K – – –
BWL
462
Bogart Wealth LLC
Virginia
$136K – – –
Qube Research & Technologies (QRT)
463
Qube Research & Technologies (QRT)
United Kingdom
$136K -$846K -18,488 -85%
TPCW
464
TD Private Client Wealth
New York
$108K +$71.5K +1,563 +192%
JWA
465
JFS Wealth Advisors
Pennsylvania
$95.9K +$96.6K +2,110 New
CWP
466
Concord Wealth Partners
Virginia
$93.4K +$56.7K +1,239 +152%
TIM
467
Thompson Investment Management
Wisconsin
$89.8K – – –
CT
468
Colonial Trust
South Carolina
$86.3K – – –
HIA
469
Harbor Investment Advisory
Maryland
$72.5K -$4.67K -102 -6%
US Bancorp
470
US Bancorp
Minnesota
$65.2K -$85.2K -1,862 -56%
ACA
471
Aptus Capital Advisors
Alabama
$63.7K – – –
SSB
472
Sandy Spring Bank
Maryland
$58.5K +$46 +1 +0.1%
S
473
SignatureFD
Georgia
$54.6K – – –
CB
474
Centennial Bank
Arkansas
$50.6K – – –
BCWM
475
Bartlett & Co Wealth Management
Ohio
$50.5K – – –