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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWG
676
Darden Wealth Group
Michigan
$254K -$14.2K -305 -5%
SP
677
Successful Portfolios
Florida
$254K – – –
MCM
678
MAI Capital Management
Ohio
$251K -$60.9K -1,307 -19%
FFA
679
Fortune Financial Advisors
Kansas
$250K +$252K +5,402 New
GVAG
680
Great Valley Advisor Group
Delaware
$248K +$280 +6 +0.1%
PA
681
PSI Advisors
Florida
$247K +$249K +5,353 New
ANTB
682
AMG National Trust Bank
Colorado
$246K +$248K +5,321 New
MCM
683
MidAtlantic Capital Management
Virginia
$244K +$65.8K +1,413 +37%
WSFS
684
Wilmington Savings Fund Society
Delaware
$241K – – –
WJA
685
Willis Johnson & Associates
Texas
$240K +$242K +5,192 New
BC
686
Brio Consultants
California
$239K -$26.5K -568 -10%
AB
687
Atlas Brown
Kentucky
$238K +$22.8K +489 +10%
SW
688
SMART Wealth
Nebraska
$236K +$238K +5,114 New
Members Trust
689
Members Trust
Florida
$236K – – –
QCIG
690
Quad-Cities Investment Group
Iowa
$230K +$12.5K +268 +6%
FIM
691
Freedom Investment Management
Connecticut
$230K -$221K -4,739 -49%
AFG
692
Altiora Financial Group
Ohio
$229K – – –
KCM
693
Key Capital Management
Tennessee
$229K +$114K +2,445 +98%
AWM
694
Avior Wealth Management
Nebraska
$225K -$3.26K -70 -1%
AFAS
695
Acorn Financial Advisory Services
Virginia
$225K -$88.2K -1,893 -28%
UCB
696
United Community Bank
South Carolina
$225K +$227K +4,866 New
PCWA
697
Pacific Capital Wealth Advisors
California
$220K +$222K +4,755 New
IRP
698
Investment Research Partners
Pennsylvania
$216K – – –
AIP
699
Avail Investment Partners
Pennsylvania
$216K +$218K +4,684 New
SEI Investments
700
SEI Investments
Pennsylvania
$215K -$200K -4,298 -48%