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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
501
City State Bank
Iowa
$405K -$12.5K -270 -3%
FCT
502
Family Capital Trust
Massachusetts
$401K – – –
FPAS
503
Focus Partners Advisor Solutions
Missouri
$400K +$394K +8,489 New
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$396K +$37.9K +817 +11%
CPG
505
Cornerstone Planning Group
New Jersey
$390K -$111K -2,402 -22%
BIP
506
Blueprint Investment Partners
North Carolina
$389K +$383K +8,245 New
TAM
507
TCP Asset Management
Ohio
$387K +$381K +8,218 New
GL
508
Graypoint LLC
New York
$385K -$298K -6,419 -44%
Cerity Partners
509
Cerity Partners
New York
$384K +$7.75K +167 +2%
DIA
510
Davidson Investment Advisors
Montana
$380K – – –
PCMC
511
Private Capital Management (Colorado)
Colorado
$379K -$170K -3,663 -31%
CCA
512
Criterion Capital Advisors
Tennessee
$371K – – –
CICC
513
Capital Investment Counsel (Colorado)
Colorado
$371K -$646K -13,915 -64%
VWWMG
514
Vermillion & White Wealth Management Group
Pennsylvania
$367K -$46.4K -1,000 -11%
VH
515
Visionary Horizons
Tennessee
$366K +$92.3K +1,990 +34%
KFGK
516
Keystone Financial Group (Kentucky)
Kentucky
$362K +$357K +7,689 New
SEM
517
Strategic Equity Management
Arizona
$360K -$5.38K -116 -1%
BSSFA
518
Baron Silver Stevens Financial Advisors
Florida
$357K – – –
SFG
519
Snider Financial Group
Washington
$354K +$11K +238 +3%
MFG
520
Magnus Financial Group
New York
$348K +$80.6K +1,737 +31%
WA
521
Waverly Advisors
Alabama
$345K +$1.76K +38 +0.5%
AAS
522
Ameritas Advisory Services
Nebraska
$343K +$53K +1,142 +19%
AUB
523
Atlantic Union Bankshares
Virginia
$339K -$139K -3,006 -29%
SWA
524
SFMG Wealth Advisors
Texas
$334K +$48.4K +1,044 +17%
WS
525
Wedbush Securities
California
$326K +$1.95K +42 +0.6%