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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$77.5M +$9.45M +211,291 +14%
BAAM
27
Baker Avenue Asset Management
California
$76.3M +$74M +1,654,821 +3,910%
Mariner
28
Mariner
Kansas
$76M +$26.7M +597,930 +55%
OIA
29
OneDigital Investment Advisors
Kansas
$63.9M +$47.8M +1,068,857 +302%
CAN
30
Cetera Advisor Networks
California
$62.4M +$52.5M +1,172,790 +542%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$58.3M -$3.79M -84,747 -6%
AWS
32
Atria Wealth Solutions
New York
$57.1M +$8.75M +195,713 +18%
KAS
33
Kestra Advisory Services
Texas
$56.9M +$14.6M +327,116 +35%
MC
34
McMorgan & Co
California
$55.8M +$1.72M +38,518 +3%
Stifel Financial
35
Stifel Financial
Missouri
$55.1M +$9.16M +204,731 +20%
AssetMark Inc
36
AssetMark Inc
California
$48.1M +$936K +20,921 +2%
FIA
37
Foundations Investment Advisors
Arizona
$46M +$12.2M +272,159 +36%
FAAM
38
First Ascent Asset Management
Colorado
$45.1M -$6.02M -134,570 -12%
HFA
39
High Falls Advisors
New York
$40.3M +$7.53M +168,441 +23%
CA
40
Cetera Advisors
Colorado
$40.3M +$33.7M +753,303 +523%
BTI
41
Blue Trust Inc
Georgia
$39.4M -$4.08M -91,105 -9%
WANY
42
Wealthspire Advisors (New York)
New York
$39.2M -$6.16M -137,819 -14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$38.8M +$12.8M +285,315 +49%
KeyBank National Association
44
KeyBank National Association
Ohio
$37M +$1.84M +41,055 +5%
AI
45
Atria Investments
North Carolina
$35.3M +$6.7M +149,778 +24%
SHJ
46
Sharkey, Howes & Javer
Colorado
$34.9M +$2.35M +52,425 +7%
RFC
47
Regions Financial Corp
Alabama
$34.9M +$14.3M +319,225 +70%
SMM
48
Stadion Money Management
Georgia
$33.4M -$1.54M -34,447 -4%
Prudential Financial
49
Prudential Financial
New Jersey
$33.1M +$4.7M +104,984 +17%
SHIM
50
Stone House Investment Management
Pennsylvania
$31.4M +$6.34M +141,753 +25%