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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
651
Flagship Private Wealth
Massachusetts
$318K +$138 +3 +0%
LF
652
LifeSteps Financial
California
$316K +$315K +6,839 New
TCIIS
653
TIAA-CREF Individual & Institutional Services
New York
$315K – – –
FIM
654
Freedom Investment Management
Connecticut
$313K +$83K +1,800 +36%
TPCW
655
TD Private Client Wealth
New York
$313K -$87.7K -1,901 -22%
AF
656
Advisornet Financial
Minnesota
$311K -$353K -7,648 -53%
ES
657
ETF Store
Kansas
$308K -$16.6K -360 -5%
Fisher Asset Management
658
Fisher Asset Management
Washington
$306K -$17.6K -382 -5%
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$306K +$127K +2,755 +71%
GFPC
660
Global Financial Private Client
Florida
$304K -$52.3K -1,135 -15%
FBB
661
Fulton Breakefield Broenniman
Maryland
$304K +$9.55K +207 +3%
IAA
662
Independent Advisor Alliance
North Carolina
$298K -$10.2M -220,361 -97%
WAG
663
Winthrop Advisory Group
Massachusetts
$298K +$298K +6,463 New
SCM
664
Soros Capital Management
New York
$297K – – –
ICM
665
Islay Capital Management
Texas
$295K +$295K +6,392 New
SWM
666
SeaCrest Wealth Management
New York
$294K -$90.4K -1,960 -24%
SEM
667
Strategic Equity Management
Arizona
$293K +$293K +6,346 New
CL
668
Choreo LLC
Illinois
$292K -$63.4K -1,375 -18%
FA
669
Fermata Advisors
California
$291K -$14.5K -314 -5%
RTC
670
Real Talk Capital
Tennessee
$289K -$30.6K -663 -10%
KP
671
Keel Point
Alabama
$288K +$287K +6,233 New
FWI
672
Facet Wealth Inc
Maryland
$286K -$1.48K -32 -0.5%
BA
673
Bellwether Advisors
Nebraska
$284K – – –
MPW
674
Magnolia Private Wealth
Pennsylvania
$281K +$73.3K +1,590 +35%
AT
675
Arlington Trust
Alabama
$280K -$19.6K -426 -7%