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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
526
Householder Group Estate & Retirement Specialist
Arizona
$6.73K +$6.88K +154 New
TRCT
527
Tower Research Capital (TRC)
New York
$6.34K +$6.48K +145 New
NRG
528
Nemes Rush Group
Michigan
$5.86K – – –
BC
529
Barrett & Company
Rhode Island
$5.81K – – –
OFG
530
Oxford Financial Group
Indiana
$5.81K – – –
PGAM
531
Princeton Global Asset Management
New Jersey
$3.71K +$45 +1 +1%
GBT
532
Grove Bank & Trust
Florida
$3.67K +$3.75K +84 New
IF
533
Integrity Financial
Wyoming
$3.28K – – –
CAS
534
Coppell Advisory Solutions
Texas
$3.04K -$27.8K -621 -90%
WTA
535
Washington Trust Advisors
Massachusetts
$2.8K – – –
SFG
536
Steward Financial Group
Texas
$2K +$3K +67 New
FAM
537
Family Asset Management
South Carolina
$1.97K -$26.8K -600 -93%
SWA
538
SOA Wealth Advisors
New York
$1.78K +$45 +1 +3%
LFG
539
Larson Financial Group
Missouri
$1.66K – – –
AWM
540
AllSquare Wealth Management
New York
$1.44K – – –
HT
541
Headlands Technologies
Illinois
$1.22K +$1.25K +28 New
SL
542
Salomon & Ludwin
Virginia
$743 +$760 +17 New
AWA
543
Authentikos Wealth Advisory
California
$481 +$492 +11 New
CIAS
544
Capital Investment Advisory Services
North Carolina
$131 – – –
First Manhattan
545
First Manhattan
New York
$87 – – –
HI
546
Hoey Investments
Pennsylvania
$44 – – –
FPCG
547
Forum Private Client Group
Indiana
– -$9.65M -212,232 Closed
ARG
548
Advisory Resource Group
Oklahoma
– -$8.02M -176,415 Closed
VAS
549
Vestmark Advisory Solutions
Massachusetts
– -$4.16M -91,405 Closed
BBA
550
Braun-Bostich & Associates
Pennsylvania
– -$3M -65,901 Closed