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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
551
Commonwealth Retirement Investments
Virginia
$245K -$7.52K -162 -3%
GWMR
552
GC Wealth Management RIA
Massachusetts
$235K
AFG
553
Altiora Financial Group
Ohio
$234K
KIG
554
Kowal Investment Group
Wisconsin
$230K +$226K +4,874 New
IF
555
Insight Folios
North Carolina
$228K
BAM
556
Belpointe Asset Management
Nevada
$227K -$29.9K -644 -12%
FCA
557
Fortis Capital Advisors
Kansas
$227K +$224K +4,818 New
GFA
558
Gallagher Fiduciary Advisors
Illinois
$225K +$221K +4,767 New
SCA
559
Scott Capital Advisors
Oregon
$224K
NW
560
NewEdge Wealth
Pennsylvania
$223K -$146K -3,147 -40%
IA
561
Inspire Advisors
Idaho
$221K +$217K +4,687 New
TWM
562
Trinity Wealth Management
Pennsylvania
$218K +$215K +4,632 New
MWP
563
Madison Wealth Partners
Wisconsin
$216K
FFA
564
Founders Financial Alliance
North Carolina
$216K +$9.56K +206 +5%
SWP
565
Strategic Wealth Partners
Ohio
$215K
1WM
566
1900 Wealth Management
Texas
$213K -$557 -12 -0.3%
Fisher Asset Management
567
Fisher Asset Management
Washington
$210K -$41.1K -886 -17%
Vanguard Group
568
Vanguard Group
Pennsylvania
$209K +$205K +4,426 New
SXL
569
Summit X LLC
Missouri
$207K -$19K -410 -8%
HBW
570
Hazlett, Burt & Watson
West Virginia
$205K +$603 +13 +0.3%
GC
571
Gilbert & Cook
Iowa
$205K +$202K +4,344 New
FFA
572
Fragasso Financial Advisors
Pennsylvania
$202K -$236K -5,092 -54%
NS
573
NBC Securities
Alabama
$197K +$43.9K +945 +29%
FGC
574
Financial Gravity Companies
Texas
$189K +$187K +4,021 New
FMP
575
Financial Management Professionals
Texas
$181K