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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
JB Capital
Connecticut
$96.4M +$272K +6,094 +0.3%
RJA
27
Raymond James & Associates
Florida
$95.4M -$6.3M -140,993 -6%
MC
28
McMorgan & Co
California
$88.9M +$2.53M +56,682 +3%
FIA
29
Foundations Investment Advisors
Arizona
$83M -$7.43M -166,340 -8%
BAAM
30
Baker Avenue Asset Management
California
$82.4M +$4.69M +104,887 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$82M +$14.9M +333,405 +22%
Stifel Financial
32
Stifel Financial
Missouri
$75.3M +$5.23M +117,115 +7%
PO
33
Private Ocean
California
$71.4M +$34.6M +775,089 +90%
AWS
34
Atria Wealth Solutions
New York
$68.7M -$6.08M -136,081 -8%
CAN
35
Cetera Advisor Networks
California
$68.4M -$5.34M -119,393 -7%
US Bancorp
36
US Bancorp
Minnesota
$61.8M +$63.1M +1,411,788 +98,451%
FAAM
37
First Ascent Asset Management
Colorado
$58.4M +$9.83M +219,822 +20%
CW
38
CreativeOne Wealth
Kansas
$54.1M -$59.4M -1,329,095 -52%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$53.4M +$2.09M +46,690 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$51.3M +$2.8M +62,736 +6%
AssetMark Inc
41
AssetMark Inc
California
$51.1M +$2.17M +48,544 +4%
SHJ
42
Sharkey, Howes & Javer
Colorado
$50.2M +$293K +6,548 +0.6%
CA
43
Cetera Advisors
Colorado
$49.9M -$1.36M -30,528 -3%
CIA
44
Compass Ion Advisors
Pennsylvania
$48.2M +$47.1M +1,054,350 +2,180%
BTI
45
Blue Trust Inc
Georgia
$45.4M -$4.05M -90,682 -8%
NA
46
NewEdge Advisors
Louisiana
$44.7M -$1.04M -23,185 -2%
AI
47
Atria Investments
North Carolina
$44.6M +$445K +9,953 +1%
HFA
48
High Falls Advisors
New York
$43.1M -$806K -18,031 -2%
Prudential Financial
49
Prudential Financial
New Jersey
$42.8M -$14.6M -326,027 -25%
KAS
50
Kestra Advisory Services
Texas
$37.9M +$1.98M +44,214 +5%