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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
501
Coordinated Financial Services
Colorado
$598K +$607K +13,235 New
Fisher Asset Management
502
Fisher Asset Management
Washington
$594K +$399K +8,688 +195%
PP
503
Prosperity Planning
Missouri
$592K
GWA
504
Genesis Wealth Advisors
Massachusetts
$574K +$583K +12,696 New
SSCM
505
Spectrum Strategic Capital Management
Oregon
$572K +$40.5K +883 +8%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$566K -$49.6K -1,080 -8%
ST
507
Spinnaker Trust
Maine
$565K +$8.08K +176 +1%
IWP
508
Insight Wealth Partners
Texas
$562K +$44.2K +963 +8%
SPWG
509
Syntegra Private Wealth Group
Missouri
$560K -$154K -3,363 -21%
AF
510
Advisornet Financial
Minnesota
$556K -$4.56M -99,267 -89%
FHA
511
Flagship Harbor Advisors
Massachusetts
$548K +$97.2K +2,118 +21%
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
$545K +$56.2K +1,224 +16%
CWM
513
Cahaba Wealth Management
Georgia
$541K +$5.92K +129 +1%
MHB
514
Midwest Heritage Bank
Iowa
$538K -$161K -3,504 -23%
TPCW
515
TD Private Client Wealth
New York
$535K +$16.1K +351 +3%
RW
516
Ridgeline Wealth
Arizona
$534K +$542K +11,812 New
LWM
517
LongView Wealth Management
Georgia
$533K +$27.2K +593 +5%
PCIA
518
Prime Capital Investment Advisors
Kansas
$533K -$226K -4,925 -29%
KFG
519
Kingdom Financial Group
Arizona
$526K -$100K -2,188 -16%
HG
520
Harbor Group
New Hampshire
$514K -$92K -2,004 -15%
AFAS
521
Acorn Financial Advisory Services
Virginia
$505K -$62.2K -1,356 -11%
HH
522
Hilltop Holdings
Texas
$497K +$505K +11,000 New
BFG
523
Beacon Financial Group
Texas
$495K -$431K -9,388 -46%
WS
524
Wedbush Securities
California
$476K +$166K +3,608 +52%
NCFG
525
New Century Financial Group
New Jersey
$472K -$5.23K -114 -1%