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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Sculati Wealth Management
Michigan
$620K +$612K +13,421 New
SA
477
Scarborough Advisors
Maryland
$618K -$138K -3,016 -18%
VFS
478
Valpey Financial Services
New Hampshire
$618K +$610K +13,370 New
FEM
479
Fulcrum Equity Management
Texas
$615K -$172K -3,780 -22%
SAM
480
Strategy Asset Managers
California
$613K -$2.5M -54,833 -81%
PJSIMP
481
P.J. Schmidt Investment Management (PJS)
Wisconsin
$600K -$8.58K -188 -1%
VA
482
Valmark Advisers
Ohio
$597K -$123K -2,699 -17%
GAM
483
Gotham Asset Management
New York
$596K +$18.9K +415 +3%
Charles Schwab
484
Charles Schwab
California
$595K +$587K +12,867 New
CCWA
485
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$586K -$2.83K -62 -0.5%
IWP
486
Insight Wealth Partners
Texas
$583K +$1.37K +30 +0.2%
PP
487
Prosperity Planning
Missouri
$576K
FBB
488
Fulton Breakefield Broenniman
Maryland
$576K +$256K +5,613 +82%
JSW
489
Journey Strategic Wealth
New Jersey
$569K -$20.8K -456 -4%
LFG
490
Lockerman Financial Group
California
$561K -$49.1K -1,076 -8%
CWM
491
Cahaba Wealth Management
Georgia
$561K +$4.61K +101 +0.8%
GSWM
492
Golden State Wealth Management
California
$549K -$22.7K -497 -4%
TA
493
TrueWealth Advisors
Alabama
$549K -$97.8K -2,144 -15%
CFS
494
Coordinated Financial Services
Colorado
$547K -$48K -1,052 -8%
WFC
495
Western Financial Corp
California
$545K -$181K -3,960 -25%
TPCW
496
TD Private Client Wealth
New York
$544K -$4.65K -102 -0.9%
OMC
497
Old Mission Capital
Illinois
$542K -$2.36M -51,808 -82%
RCAG
498
Rehmann Capital Advisory Group
Michigan
$541K -$29.6K -648 -5%
DIA
499
Davidson Investment Advisors
Montana
$540K +$159K +3,475 +42%
CAM
500
Cresset Asset Management
Illinois
$535K -$710K -15,559 -57%