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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
476
180 Wealth Advisors
Washington
$419K +$28.5K +634 +7%
BA
477
Bellwether Advisors
Nebraska
$418K -$37.5K -834 -8%
T
478
TCWP
Ohio
$418K -$35.7K -794 -8%
EWA
479
EP Wealth Advisors
California
$415K +$412K +9,168 New
PCA
480
Pallas Capital Advisors
Massachusetts
$405K -$132K -2,927 -25%
CSB
481
City State Bank
Iowa
$401K +$2.79K +62 +0.7%
VWWMG
482
Vermillion & White Wealth Management Group
Pennsylvania
$398K -$18K -400 -4%
MG
483
Mather Group
Illinois
$396K +$273K +6,065 +232%
NCFG
484
New Century Financial Group
New Jersey
$392K +$144K +3,213 +59%
MWM
485
Meridian Wealth Management
Kentucky
$387K +$385K +8,560 New
FCT
486
Family Capital Trust
Massachusetts
$384K
FT
487
Fiduciary Trust
Massachusetts
$375K
CCA
488
Criterion Capital Advisors
Tennessee
$371K -$7.42K -165 -2%
TC
489
Trilogy Capital
California
$365K +$30.7K +683 +9%
DIA
490
Davidson Investment Advisors
Montana
$364K -$13K -290 -3%
Cerity Partners
491
Cerity Partners
New York
$361K +$359K +7,986 New
NW
492
NewEdge Wealth
Pennsylvania
$356K -$437K -9,722 -55%
AFP
493
Ausdal Financial Partners
Iowa
$352K -$20.6K -459 -6%
SEM
494
Strategic Equity Management
Arizona
$350K +$92.2K +2,050 +36%
PFS
495
Prospera Financial Services
Texas
$349K +$65.1K +1,447 +23%
TPI
496
Trust Point Inc
Wisconsin
$347K +$105K +2,326 +43%
PB
497
Pinnacle Bancorp
Nebraska
$346K
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$344K +$46.4K +1,032 +16%
BSSFA
499
Baron Silver Stevens Financial Advisors
Florida
$342K -$452K -10,061 -57%
HSA
500
HBK Sorce Advisory
Pennsylvania
$341K -$243K -5,393 -42%