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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
26
First Ascent Asset Management
Colorado
$50.6M +$1.73M +37,039 +3%
Mariner
27
Mariner
Kansas
$48.6M +$21.4M +458,227 +72%
AWS
28
Atria Wealth Solutions
New York
$47.8M +$1M +21,464 +2%
AssetMark Inc
29
AssetMark Inc
California
$46.7M +$1.13M +24,240 +2%
BTI
30
Blue Trust Inc
Georgia
$45.8M -$4.16M -89,146 -8%
Stifel Financial
31
Stifel Financial
Missouri
$45.4M +$7.47M +160,141 +19%
WANY
32
Wealthspire Advisors (New York)
New York
$45M +$18.9M +404,828 +67%
KAS
33
Kestra Advisory Services
Texas
$41.8M +$6.93M +148,475 +19%
SW
34
SteelPeak Wealth
California
$35.8M +$1.84M +39,360 +5%
DWM
35
Destination Wealth Management
California
$35.6M +$2.65M +56,746 +8%
NA
36
NewEdge Advisors
Louisiana
$35.4M -$3.12M -66,935 -8%
KeyBank National Association
37
KeyBank National Association
Ohio
$34.8M +$823K +17,650 +2%
SMM
38
Stadion Money Management
Georgia
$34.6M +$6.91M +148,121 +24%
IDA
39
Intelligence Driven Advisers
California
$33.7M +$5.27M +112,972 +18%
FIA
40
Foundations Investment Advisors
Arizona
$33.4M +$8.65M +185,518 +33%
AWM
41
AE Wealth Management
Kansas
$32.5M +$939K +20,122 +3%
HFA
42
High Falls Advisors
New York
$32.5M +$354K +7,598 +1%
SHJ
43
Sharkey, Howes & Javer
Colorado
$32.3M +$170K +3,649 +0.5%
AI
44
Atria Investments
North Carolina
$28.3M -$6.49M -139,190 -18%
Prudential Financial
45
Prudential Financial
New Jersey
$28.2M +$4.92M +105,430 +20%
CS
46
Comerica Securities
Michigan
$26.7M -$629K -13,480 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$25.7M +$7.51M +160,937 +39%
FCM
48
Firestone Capital Management
Florida
$25.7M -$728K -15,600 -3%
SHIM
49
Stone House Investment Management
Pennsylvania
$24.8M +$4.95M +106,037 +24%
AF
50
Allworth Financial
California
$24.5M +$15M +321,623 +141%