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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$547K +$1.69K +37 +0.3%
LL
502
LPWM LLC
Minnesota
$515K +$510K +11,180 New
TVAMP
503
Tennessee Valley Asset Management Partners
Tennessee
$508K -$13.7M -301,323 -96%
PCS
504
Private Client Services
Kentucky
$498K +$493K +10,811 New
SPWG
505
Syntegra Private Wealth Group
Missouri
$498K -$72.2K -1,585 -13%
RB
506
Renasant Bank
Mississippi
$491K -$135K -2,965 -22%
BFG
507
Beacon Financial Group
Texas
$488K -$16K -351 -3%
AFP
508
Ausdal Financial Partners
Iowa
$470K +$51.8K +1,137 +13%
OCM
509
Objective Capital Management
Ohio
$469K -$624K -13,698 -57%
RFG
510
RFP Financial Group
Georgia
$466K -$14K -307 -3%
CSB
511
City State Bank
Iowa
$464K +$10K +220 +2%
KFG
512
Kingdom Financial Group
Arizona
$464K -$71.5K -1,568 -13%
RW
513
Ridgeline Wealth
Arizona
$463K -$80.2K -1,760 -15%
GWA
514
Genesis Wealth Advisors
Massachusetts
$447K -$137K -2,998 -24%
AWM
515
Apex Wealth Management
New Hampshire
$444K -$3.23M -70,920 -88%
EI
516
Ellevest Inc
New York
$439K
ICP
517
Interchange Capital Partners
Pennsylvania
$438K -$1.64K -36 -0.4%
GFPC
518
Global Financial Private Client
Florida
$438K +$13.1K +288 +3%
MHB
519
Midwest Heritage Bank
Iowa
$435K -$112K -2,467 -21%
PFS
520
Prospera Financial Services
Texas
$432K -$356K -7,801 -45%
ST
521
Spinnaker Trust
Maine
$431K -$143K -3,139 -25%
PAS
522
PKS Advisory Services
New York
$428K +$15.6K +342 +4%
CF
523
Centaurus Financial
California
$423K +$4.97K +109 +1%
SC
524
Savant Capital
Illinois
$417K +$13.6K +298 +3%
Bank of Montreal
525
Bank of Montreal
Ontario, Canada
$412K +$19.1K +419 +5%