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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
476
Golden State Wealth Management
California
$637K +$81.1K +1,753 +15%
GIA
477
Gladstone Institutional Advisory
Florida
$632K -$91.6K -1,980 -13%
AWA
478
Acorn Wealth Advisors
Michigan
$624K +$618K +13,355 New
VA
479
Valmark Advisers
Ohio
$611K +$7.58K +164 +1%
SA
480
Scarborough Advisors
Maryland
$610K -$14.3K -309 -2%
ECM
481
Evergreen Capital Management
Washington
$607K +$601K +12,989 New
OPWM
482
Oregon Pacific Wealth Management
Oregon
$606K +$121K +2,627 +25%
AF
483
Advisornet Financial
Minnesota
$605K -$107K -2,310 -15%
GAM
484
Gotham Asset Management
New York
$602K – – –
EAM
485
Empirical Asset Management
Massachusetts
$588K -$145K -3,137 -20%
SG
486
Stanich Group
New York
$585K +$580K +12,532 New
BFA
487
Blueprint Financial Advisors
North Carolina
$578K +$572K +12,371 New
BIP
488
Blueprint Investment Partners
North Carolina
$576K +$570K +12,331 New
RWIA
489
Roger Wittlin Investment Advisory
California
$573K +$160K +3,465 +39%
CWM
490
Cahaba Wealth Management
Georgia
$571K +$4.76K +103 +0.8%
MG
491
Mather Group
Illinois
$562K -$178K -3,854 -24%
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$557K +$21.6K +467 +4%
PCM
493
Parsons Capital Management
Rhode Island
$554K -$588K -12,711 -52%
CL
494
Choreo LLC
Illinois
$552K +$547K +11,819 New
PFS
495
Prospera Financial Services
Texas
$551K +$103K +2,229 +23%
CAM
496
Cresset Asset Management
Illinois
$551K +$10.5K +227 +2%
TA
497
TFB Advisors
Kansas
$548K -$278K -6,018 -34%
DIA
498
Davidson Investment Advisors
Montana
$545K – – –
WFC
499
Western Financial Corp
California
$541K -$9.85K -213 -2%
TWP
500
Triad Wealth Partners
Kansas
$535K -$98.7K -2,134 -16%