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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$93.9M +$33.5M +731,859 +55%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$93M +$6.07M +132,597 +7%
MC
28
McMorgan & Co
California
$89.9M +$29.2M +637,447 +48%
BAAM
29
Baker Avenue Asset Management
California
$80.9M +$3.13M +68,359 +4%
AWS
30
Atria Wealth Solutions
New York
$77.6M +$1.46M +32,003 +2%
CAN
31
Cetera Advisor Networks
California
$76.5M -$4.41M -96,329 -5%
Stifel Financial
32
Stifel Financial
Missouri
$73M +$796K +17,392 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$70.1M +$21M +459,855 +43%
Prudential Financial
34
Prudential Financial
New Jersey
$59.4M +$3.73M +81,514 +7%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$53.5M -$5.4M -117,980 -9%
CA
36
Cetera Advisors
Colorado
$53.3M -$2.12M -46,432 -4%
SW
37
SteelPeak Wealth
California
$52.7M +$575K +12,560 +1%
SHJ
38
Sharkey, Howes & Javer
Colorado
$51.9M +$9.46M +206,827 +22%
AssetMark Inc
39
AssetMark Inc
California
$51M +$2.61M +56,950 +5%
FAAM
40
First Ascent Asset Management
Colorado
$50.8M +$5.22M +114,155 +11%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$50.5M +$744K +16,269 +1%
BTI
42
Blue Trust Inc
Georgia
$50.3M +$5.46M +119,401 +12%
NA
43
NewEdge Advisors
Louisiana
$47.6M +$1.61M +35,248 +3%
AI
44
Atria Investments
North Carolina
$46M +$1.15M +25,123 +3%
HFA
45
High Falls Advisors
New York
$45.7M -$16.7K -364 -0%
SHIM
46
Stone House Investment Management
Pennsylvania
$44.6M +$2.55M +55,784 +6%
IWP
47
Icon Wealth Partners
Texas
$39.5M +$5.97M +130,398 +18%
CS
48
Comerica Securities
Michigan
$39.1M -$90.4K -1,976 -0.2%
KeyBank National Association
49
KeyBank National Association
Ohio
$39.1M +$1.67M +36,489 +4%
PO
50
Private Ocean
California
$39M +$30.5M +666,730 +350%