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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
526
Tarbox Family Office
California
$634K -$145K -3,096 -19%
CG
527
CFO4Life Group
Texas
$632K -$20.1K -431 -3%
1CP
528
17 Capital Partners
Arizona
$631K +$237K +5,077 +60%
LWA
529
LifeGoal Wealth Advisors
New York
$618K +$100K +2,150 +19%
FWM
530
FLP Wealth Management
Arkansas
$614K +$192K +4,106 +45%
CWM
531
Cahaba Wealth Management
Georgia
$606K +$37.2K +796 +7%
ECM
532
Ethos Capital Management
Pennsylvania
$606K +$609K +13,024 New
ECM
533
Evergreen Capital Management
Washington
$605K – – –
PFA
534
Pinnacle Family Advisors
Missouri
$600K -$89.6K -1,917 -13%
SWP
535
Semus Wealth Partners
Florida
$598K -$103K -2,193 -15%
CMAI
536
Capital Management Associates Inc
Minnesota
$582K +$584K +12,495 New
RWIA
537
Roger Wittlin Investment Advisory
California
$579K +$8.04K +172 +1%
PWS
538
Precision Wealth Strategies
Missouri
$577K +$217K +4,644 +60%
CPC
539
Cadia Private Client
New Jersey
$573K +$576K +12,322 New
TA
540
TrueWealth Advisors
Alabama
$573K +$71.7K +1,534 +14%
IWM
541
IHT Wealth Management
Illinois
$571K +$84.7K +1,812 +17%
LFG
542
Lockerman Financial Group
California
$551K +$49.7K +1,064 +10%
DIA
543
Davidson Investment Advisors
Montana
$551K +$7.2K +154 +1%
EAM
544
Empirical Asset Management
Massachusetts
$547K -$38.8K -830 -7%
PI
545
PFG Investments
New York
$547K +$550K +11,758 New
LBC
546
Lane Brothers & Co
Arizona
$546K +$548K +11,734 New
FA
547
Flagstar Advisors
New York
$545K +$75K +1,605 +16%
AWMI
548
Aegis Wealth Management (Iowa)
Iowa
$543K +$546K +11,676 New
Bank of Montreal
549
Bank of Montreal
Ontario, Canada
$541K -$13.8K -296 -2%
PFPG
550
Pinnacle Financial Partners (Georgia)
Georgia
$539K +$541K +11,583 New