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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
476
Insight Wealth Partners
Texas
$422K -$13.9K -310 -3%
ONST
477
Old North State Trust
North Carolina
$421K -$393K -8,741 -48%
HPC
478
Hobart Private Capital
North Carolina
$420K -$5.62K -125 -1%
1WA
479
180 Wealth Advisors
Washington
$419K +$28.5K +634 +7%
BA
480
Bellwether Advisors
Nebraska
$418K -$37.5K -834 -8%
T
481
TCWP
Ohio
$418K -$35.7K -794 -8%
EWA
482
EP Wealth Advisors
California
$415K +$412K +9,168 New
PCA
483
Pallas Capital Advisors
Massachusetts
$405K -$132K -2,927 -25%
CSB
484
City State Bank
Iowa
$401K +$2.79K +62 +0.7%
VWWMG
485
Vermillion & White Wealth Management Group
Pennsylvania
$398K -$18K -400 -4%
MG
486
Mather Group
Illinois
$396K +$273K +6,065 +232%
NCFG
487
New Century Financial Group
New Jersey
$392K +$144K +3,213 +59%
MWM
488
Meridian Wealth Management
Kentucky
$387K +$385K +8,560 New
FCT
489
Family Capital Trust
Massachusetts
$384K – – –
FT
490
Fiduciary Trust
Massachusetts
$375K – – –
CCA
491
Criterion Capital Advisors
Tennessee
$371K -$7.42K -165 -2%
TC
492
Trilogy Capital
California
$365K +$30.7K +683 +9%
DIA
493
Davidson Investment Advisors
Montana
$364K -$13K -290 -3%
Cerity Partners
494
Cerity Partners
New York
$361K +$359K +7,986 New
NW
495
NewEdge Wealth
Pennsylvania
$356K -$437K -9,722 -55%
AFP
496
Ausdal Financial Partners
Iowa
$352K -$20.6K -459 -6%
SEM
497
Strategic Equity Management
Arizona
$350K +$92.2K +2,050 +36%
PFS
498
Prospera Financial Services
Texas
$349K +$65.1K +1,447 +23%
TPI
499
Trust Point Inc
Wisconsin
$347K +$105K +2,326 +43%
PB
500
Pinnacle Bancorp
Nebraska
$346K – – –