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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
501
StoneX Group
New York
$606K +$43K +937 +8%
PJSIMP
502
P.J. Schmidt Investment Management (PJS)
Wisconsin
$604K -$20.1K -437 -3%
CFS
503
Coordinated Financial Services
Colorado
$598K +$607K +13,235 New
Fisher Asset Management
504
Fisher Asset Management
Washington
$594K +$399K +8,688 +195%
PP
505
Prosperity Planning
Missouri
$592K – – –
GWA
506
Genesis Wealth Advisors
Massachusetts
$574K +$583K +12,696 New
SSCM
507
Spectrum Strategic Capital Management
Oregon
$572K +$40.5K +883 +8%
RCAG
508
Rehmann Capital Advisory Group
Michigan
$566K -$49.6K -1,080 -8%
ST
509
Spinnaker Trust
Maine
$565K +$8.08K +176 +1%
IWP
510
Insight Wealth Partners
Texas
$562K +$44.2K +963 +8%
SPWG
511
Syntegra Private Wealth Group
Missouri
$560K -$154K -3,363 -21%
AF
512
Advisornet Financial
Minnesota
$556K -$4.56M -99,267 -89%
FHA
513
Flagship Harbor Advisors
Massachusetts
$548K +$97.2K +2,118 +21%
KFGK
514
Keystone Financial Group (Kentucky)
Kentucky
$545K +$56.2K +1,224 +16%
CWM
515
Cahaba Wealth Management
Georgia
$541K +$5.92K +129 +1%
MHB
516
Midwest Heritage Bank
Iowa
$538K -$161K -3,504 -23%
TPCW
517
TD Private Client Wealth
New York
$535K +$16.1K +351 +3%
RW
518
Ridgeline Wealth
Arizona
$534K +$542K +11,812 New
LWM
519
LongView Wealth Management
Georgia
$533K +$27.2K +593 +5%
PCIA
520
Prime Capital Investment Advisors
Kansas
$533K -$226K -4,925 -29%
KFG
521
Kingdom Financial Group
Arizona
$526K -$100K -2,188 -16%
HG
522
Harbor Group
New Hampshire
$514K -$92K -2,004 -15%
AFAS
523
Acorn Financial Advisory Services
Virginia
$505K -$62.2K -1,356 -11%
HH
524
Hilltop Holdings
Texas
$497K +$505K +11,000 New
BFG
525
Beacon Financial Group
Texas
$495K -$431K -9,388 -46%