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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
601
Journey Strategic Wealth
New Jersey
$390K -$39.1K -840 -9%
MGIA
602
Moneta Group Investment Advisors
Missouri
$388K +$391K +8,395 New
FPGK
603
Financial Partners Group (Kansas)
Kansas
$387K +$6.11K +131 +2%
SWM
604
SeaCrest Wealth Management
New York
$385K +$165K +3,551 +74%
CF
605
CBM Financial
Texas
$383K +$29.8K +640 +8%
TWA
606
Talisman Wealth Advisors
New Jersey
$383K +$130K +2,793 +55%
TAM
607
TCP Asset Management
Ohio
$378K +$17.1K +367 +5%
CF
608
Centaurus Financial
California
$376K -$9.93K -213 -3%
HR
609
Howe & Rusling
New York
$371K -$14K -300 -4%
MWP
610
Madison Wealth Partners
Wisconsin
$371K +$932 +20 +0.2%
AOWM
611
Asset One Wealth Management
Washington
$362K -$33.7K -724 -8%
KCM
612
Kathmere Capital Management
Pennsylvania
$362K +$2.52K +54 +0.7%
CB
613
Commerce Bank
Missouri
$360K +$123K +2,640 +51%
SHFA
614
SC&H Financial Advisors
Maryland
$358K +$699 +15 +0.2%
GFPC
615
Global Financial Private Client
Florida
$357K +$17.2K +370 +5%
CL
616
Choreo LLC
Illinois
$356K +$1.91K +41 +0.5%
NLP
617
Next Level Private
New York
$356K +$359K +7,705 New
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$354K – – –
TPWA
619
TRUE Private Wealth Advisors
Oregon
$352K -$38.5K -826 -10%
MWM
620
Meridian Wealth Management
Kentucky
$352K +$1.12K +24 +0.3%
BSSFA
621
Baron Silver Stevens Financial Advisors
Florida
$352K – – –
AO
622
Advisor OS
Illinois
$350K +$353K +7,583 New
PGF
623
Plan Group Financial
Oklahoma
$350K +$353K +7,583 New
CA
624
Centennial Advisors
Texas
$350K +$86.5K +1,856 +32%
UW
625
Unique Wealth
Florida
$348K +$351K +7,533 New