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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
701
JGP Wealth Management
Oregon
$205K – – –
SP
702
Sequent Planning
Nebraska
$204K +$205K +4,392 New
XF
703
XML Financial
Maryland
$204K +$2.85K +61 +1%
FSA
704
Financial Sense Advisors
California
$203K -$27.2K -582 -12%
ACM
705
Advisors Capital Management
New Jersey
$202K +$203K +4,346 New
GC
706
Gilbert & Cook
Iowa
$202K – – –
PP
707
Patten & Patten
Tennessee
$201K – – –
EFG
708
Ehrlich Financial Group
California
$200K – – –
CC
709
Corsicana & Co
Texas
$199K -$5.24K -112 -3%
FFA
710
Founders Financial Alliance
North Carolina
$197K -$48.2K -1,032 -20%
WFA
711
Wells Financial Advisors
Massachusetts
$196K -$546K -11,680 -73%
MW
712
Merited Wealth
Florida
$183K +$184K +3,927 New
MCM
713
MidAtlantic Capital Management
Virginia
$180K +$181K +3,867 New
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$172K +$173K +3,697 New
MIA
715
MeadowBrook Investment Advisors
Michigan
$152K – – –
FMP
716
Financial Management Professionals
Texas
$151K – – –
ITIM
717
Indiana Trust & Investment Management
Indiana
$143K – – –
SWP
718
Strategic Wealth Partners
Ohio
$135K -$1.8M -38,572 -93%
Q1WB
719
Quest 10 Wealth Builders
Virginia
$131K +$41.8K +894 +46%
CT
720
Colonial Trust
South Carolina
$131K – – –
Fifth Third Bancorp
721
Fifth Third Bancorp
Ohio
$131K -$50.7K -1,084 -28%
FF
722
Finley Financial
Nevada
$126K – – –
CFO
723
CVA Family Office
Colorado
$124K +$29.3K +627 +31%
OC
724
Optima Capital
Oregon
$121K +$122K +2,603 New
QCG
725
Quadrant Capital Group
Ohio
$119K – – –