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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
626
Sequent Planning
Nebraska
$207K +$210K +4,578 New
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$207K +$210K +4,572 New
Northern Trust
628
Northern Trust
Illinois
$205K +$208K +4,538 New
SFA
629
Sequoia Financial Advisors
Ohio
$200K +$203K +4,427 New
HBW
630
Hazlett, Burt & Watson
West Virginia
$195K -$1.19K -26 -0.6%
T
631
Transce3nd
Texas
$188K +$191K +4,157 New
FGC
632
Financial Gravity Companies
Texas
$178K -$3.95K -86 -2%
PA
633
PSI Advisors
Florida
$176K +$178K +3,887 New
MCM
634
MidAtlantic Capital Management
Virginia
$175K -$61.8K -1,346 -26%
FMP
635
Financial Management Professionals
Texas
$174K
WSFS
636
Wilmington Savings Fund Society
Delaware
$167K +$6.56K +143 +4%
SC
637
Stephens Consulting
Michigan
$164K
MIA
638
MeadowBrook Investment Advisors
Michigan
$148K +$150K +3,266 New
S
639
Sachetta
Massachusetts
$145K +$2.02K +44 +1%
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$144K -$7.3K -159 -5%
ITIM
641
Indiana Trust & Investment Management
Indiana
$139K
CAS
642
Coppell Advisory Solutions
Texas
$136K -$23.9K -520 -15%
SWM
643
Sugarloaf Wealth Management
Georgia
$134K -$22.6K -493 -14%
TAM
644
Tucker Asset Management
Colorado
$125K +$69.4K +1,512 +120%
FF
645
Finley Financial
Nevada
$122K +$124K +2,700 New
MCM
646
MAI Capital Management
Ohio
$121K +$123K +2,673 New
EW
647
Element Wealth
Mississippi
$113K -$57.4K -1,250 -33%
BCMLT
648
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K -$56.1K -1,222 -34%
TIM
649
Thompson Investment Management
Wisconsin
$99.4K +$10.3K +225 +11%
GWSG
650
GPS Wealth Strategies Group
Colorado
$98.5K +$12.4K +270 +14%