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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$486K +$483K +9,617 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$400K +$398K +7,912 New
SPC
28
Sigma Planning Corp
Michigan
$392K -$8.19K -163 -2%
OA
29
Opes Advisors
California
$390K +$92.8K +1,847 +32%
BWA
30
BlueSky Wealth Advisors
North Carolina
$383K -$86.5K -1,721 -18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$344K -$213K -4,245 -38%
AP
32
Agilis Partners
Massachusetts
$299K
CWM
33
Cornerstone Wealth Management
Missouri
$237K -$53.4K -1,062 -19%
BWA
34
Burt Wealth Advisors
Maryland
$144K +$144K +2,860 New
AG
35
Advisor Group
Arizona
$126K -$15.3K -305 -11%
IA
36
IFP Advisors
Florida
$63K -$5.93K -118 -9%
Wells Fargo
37
Wells Fargo
California
$55K -$6.45M -128,329 -99%
Citigroup
38
Citigroup
New York
$48K
WA
39
WFG Advisors
Texas
$36K -$25.2K -501 -41%
ADL
40
Asset Dedication LLC
California
$20K +$20.1K +400 New
SQA
41
Simon Quick Advisors
New Jersey
$12K +$11.9K +236 New
GWM
42
Geneos Wealth Management
Colorado
$3K +$3.72K +74 New
SEI Investments
43
SEI Investments
Pennsylvania
$2K +$1.71K +34 New
Stifel Financial
44
Stifel Financial
Missouri
-$1.59M -31,705 Closed
HCM
45
Harvest Capital Management
New Hampshire
-$515K -10,250 Closed
BAAM
46
Baker Avenue Asset Management
California
-$490K -9,740 Closed
Goldman Sachs
47
Goldman Sachs
New York
-$308K -6,125 Closed
HighTower Advisors
48
HighTower Advisors
Illinois
-$307K -6,116 Closed
CFN
49
Cordasco Financial Network
Florida
-$134K -2,675 Closed
PIM
50
Parasol Investment Management
Illinois
-$1K -10 Closed