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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
576
WealthPlan Investment Management
Nebraska
$522K -$432K -9,358 -45%
BWM
577
BAM Wealth Management
Colorado
$520K +$214K +4,648 +70%
E
578
EntreWealth
Texas
$516K +$524K +11,357 New
OMC
579
Old Mission Capital
Illinois
$513K +$299K +6,477 +140%
SW
580
SMART Wealth
Nebraska
$511K +$274K +5,951 +116%
IAS
581
IMA Advisory Services
Colorado
$509K +$509K +11,039 New
IWN
582
Independent Wealth Network
Iowa
$505K +$179K +3,888 +55%
TFCP
583
Twin Focus Capital Partners
Massachusetts
$503K
TPWA
584
TRUE Private Wealth Advisors
Oregon
$501K +$149K +3,225 +42%
TFO
585
Tarbox Family Office
California
$499K -$125K -2,701 -20%
Bank of Montreal
586
Bank of Montreal
Ontario, Canada
$498K -$26.6K -577 -5%
BFG
587
Beacon Financial Group
Texas
$497K +$220K +4,779 +80%
SWA
588
SFMG Wealth Advisors
Texas
$493K +$10.4K +225 +2%
TA
589
TFB Advisors
Kansas
$489K +$94.4K +2,048 +24%
KCM
590
Key Capital Management
Tennessee
$474K +$245K +5,317 +107%
BBA
591
Braun-Bostich & Associates
Pennsylvania
$473K +$472K +10,242 New
HNB
592
Huntington National Bank
Ohio
$463K +$26.1K +566 +10%
RW
593
Ridgeline Wealth
Arizona
$462K
MT
594
Midwest Trust
Kansas
$459K -$30.6K -663 -6%
PA
595
PSI Advisors
Florida
$450K +$203K +4,406 +82%
GIA
596
Gladstone Institutional Advisory
Florida
$440K +$24K +520 +6%
GKWIM
597
Gerber Kawasaki Wealth & Investment Management
California
$437K +$437K +9,478 New
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$436K
KFG
599
Kingdom Financial Group
Arizona
$434K -$27.4K -595 -6%
OWA
600
Opal Wealth Advisors
New York
$431K +$123K +2,663 +40%