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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
551
Transce3nd
Texas
$366K +$173K +3,790 +91%
AWM
552
Axxcess Wealth Management
California
$364K -$446K -9,776 -55%
TAM
553
TCP Asset Management
Ohio
$360K -$18.2K -400 -5%
SS
554
Sunbelt Securities
Texas
$359K -$719K -15,782 -67%
BA
555
Bellwether Advisors
Nebraska
$356K -$57.1K -1,252 -14%
Koshinski Asset Management
556
Koshinski Asset Management
Illinois
$353K +$349K +7,663 New
RTC
557
Real Talk Capital
Tennessee
$347K -$54.6K -1,198 -14%
VWWMG
558
Vermillion & White Wealth Management Group
Pennsylvania
$338K -$21.2K -466 -6%
HPC
559
Hobart Private Capital
North Carolina
$336K -$8.07K -177 -2%
KFGK
560
Keystone Financial Group (Kentucky)
Kentucky
$336K -$74K -1,623 -18%
BSSFA
561
Baron Silver Stevens Financial Advisors
Florida
$335K – – –
AFAS
562
Acorn Financial Advisory Services
Virginia
$331K -$181K -3,982 -36%
GWMR
563
GC Wealth Management RIA
Massachusetts
$330K +$99.4K +2,181 +44%
HWM
564
HB Wealth Management
Georgia
$329K +$25.3K +556 +8%
CG
565
Cynosure Group
Utah
$328K – – –
CSP
566
Cary Street Partners
Virginia
$326K -$344K -7,539 -52%
EWA
567
EP Wealth Advisors
California
$326K +$322K +7,069 New
VA
568
VestGen Advisors
Illinois
$316K +$313K +6,860 New
FBB
569
Fulton Breakefield Broenniman
Maryland
$315K -$2.52M -55,324 -89%
APWA
570
Atlas Private Wealth Advisors
New Jersey
$315K +$2.69K +59 +0.9%
IAIM
571
International Assets Investment Management
Florida
$313K -$347K -7,624 -53%
CF
572
CBM Financial
Texas
$310K +$311K +6,823 New
NG
573
Novem Group
New York
$308K +$6.33K +139 +2%
FCI
574
Financial Counselors Inc
Kansas
$307K -$27.1K -595 -8%
ES
575
ETF Store
Kansas
$306K -$41.3K -907 -12%