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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWG
651
Darden Wealth Group
Michigan
$270K -$234 -5 -0.1%
BFG
652
Beacon Financial Group
Texas
$268K -$131K -2,800 -33%
BC
653
Brio Consultants
California
$268K +$421 +9 +0.2%
CA
654
Centennial Advisors
Texas
$266K +$267K +5,719 New
AWP
655
Axis Wealth Partners
Rhode Island
$266K +$267K +5,713 New
PCM
656
Pointe Capital Management
Michigan
$266K +$267K +5,710 New
TIM
657
Total Investment Management
Arizona
$265K – – –
RWM
658
Riverbend Wealth Management
South Carolina
$262K -$33.9K -726 -11%
PB
659
Pinnacle Bancorp
Nebraska
$261K – – –
Charles Schwab
660
Charles Schwab
California
$258K +$259K +5,544 New
NFC
661
Northstar Financial Companies
Pennsylvania
$258K +$259K +5,535 New
ICP
662
Impact Capital Partners
Colorado
$258K +$30.4K +651 +13%
SP
663
Successful Portfolios
Florida
$256K -$17.7K -379 -6%
SFG
664
Snider Financial Group
Washington
$252K -$54.5K -1,166 -18%
BC
665
BDFS Capital
Delaware
$251K +$252K +5,386 New
GVAG
666
Great Valley Advisor Group
Delaware
$249K -$24.2K -518 -9%
TWA
667
Talisman Wealth Advisors
New Jersey
$249K +$239K +5,115 New
OFG
668
Oxford Financial Group
Indiana
$246K +$247K +5,285 New
NW
669
NewEdge Wealth
Pennsylvania
$245K -$10.5K -225 -4%
FA
670
Fermata Advisors
California
$243K – – –
AA
671
Armis Advisers
Georgia
$243K +$247K +5,282 New
WSFS
672
Wilmington Savings Fund Society
Delaware
$243K +$60K +1,284 +33%
SLC
673
Second Line Capital
Louisiana
$241K +$242K +5,178 New
CB
674
Commerce Bank
Missouri
$240K -$23.2K -497 -9%
FFA
675
First Foundation Advisors
California
$239K +$240K +5,138 New