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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
526
PFG Investments
New York
$767K +$69.1K +1,498 +10%
ACM
527
Andina Capital Management
Utah
$765K +$764K +16,577 New
Northern Trust
528
Northern Trust
Illinois
$759K -$205K -4,436 -21%
NA
529
Novus Advisors
South Carolina
$756K +$35.7K +774 +5%
MA
530
MCF Advisors
Kentucky
$744K – – –
CCM
531
Coldstream Capital Management
Washington
$740K -$768K -16,645 -51%
GAM
532
Gotham Asset Management
New York
$737K +$30.3K +658 +4%
MFN
533
Midwest Financial Network
Illinois
$729K +$728K +15,788 New
FHA
534
Flagship Harbor Advisors
Massachusetts
$717K +$59.3K +1,287 +9%
SC
535
Sapient Capital
Indiana
$715K +$714K +15,494 New
CAN
536
Capital Advisor Network
Indiana
$711K +$125K +2,716 +21%
DTC
537
Davidson Trust Company
Washington
$696K – – –
PJSIMP
538
P.J. Schmidt Investment Management (PJS)
Wisconsin
$688K +$68.1K +1,477 +11%
SC
539
Savant Capital
Illinois
$678K +$677K +14,690 New
TA
540
TrueWealth Advisors
Alabama
$672K +$128K +2,774 +24%
CA
541
Centennial Advisors
Texas
$662K +$312K +6,764 +89%
HIP
542
HUB Investment Partners
Texas
$643K -$53.4K -1,159 -8%
LAS
543
Lloyd Advisory Services
Georgia
$643K +$182K +3,942 +39%
AFW
544
Avantra Family Wealth
Pennsylvania
$635K -$61.7K -1,338 -9%
IWP
545
Insight Wealth Partners
Texas
$634K -$298K -6,465 -32%
GWMR
546
GC Wealth Management RIA
Massachusetts
$630K -$83.9K -1,819 -12%
BAMG
547
Brand Asset Management Group
Missouri
$626K +$135K +2,934 +28%
LWA
548
LifeGoal Wealth Advisors
New York
$624K +$89.4K +1,938 +17%
CG
549
CFO4Life Group
Texas
$619K – – –
WFC
550
Western Financial Corp
California
$618K +$138K +3,003 +29%