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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EP Wealth Advisors
California
$114K +$117K +2,615 New
JWA
477
JFS Wealth Advisors
Pennsylvania
$106K +$14.2K +318 +15%
SIS
478
Sound Income Strategies
Florida
$97.2K -$93.8K -2,099 -49%
BBHC
479
Brown Brothers Harriman & Co
New York
$94.3K +$96.5K +2,158 New
CWP
480
Concord Wealth Partners
Virginia
$89.8K – – –
TIM
481
Thompson Investment Management
Wisconsin
$86.3K – – –
FMTCOCP
482
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K +$86.7K +1,940 New
CT
483
Colonial Trust
South Carolina
$82.9K – – –
HIA
484
Harbor Investment Advisory
Maryland
$73.2K +$3.62K +81 +5%
FWP
485
FAS Wealth Partners
Kansas
$72.3K -$137K -3,062 -65%
Qube Research & Technologies (QRT)
486
Qube Research & Technologies (QRT)
United Kingdom
$69K -$76.1K -1,703 -52%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$64.7K +$66.2K +1,480 New
S
488
SignatureFD
Georgia
$60K +$7.69K +172 +14%
SSB
489
Sandy Spring Bank
Maryland
$56.2K -$45 -1 -0.1%
IPW
490
Impact Partnership Wealth
Georgia
$49K +$50.1K +1,121 New
BC
491
Bartlett & Co
Ohio
$49K – – –
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$48.7K +$48.5K +1,086 New
BCWM
493
Bartlett & Co Wealth Management
Ohio
$48.5K – – –
HNB
494
Huntington National Bank
Ohio
$45.1K – – –
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$43.7K – – –
AWM
496
Activest Wealth Management
Florida
$39.3K +$40.2K +899 New
ADL
497
Asset Dedication LLC
California
$37K +$37.9K +848 New
SFA
498
Semmax Financial Advisors
North Carolina
$35.8K +$36.7K +821 New
ACA
499
Aptus Capital Advisors
Alabama
$32.5K -$29.4K -658 -47%
TAM
500
Tucker Asset Management
Colorado
$30.9K -$119K -2,671 -79%