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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SVA Wealth Management
Wisconsin
$424K +$22.3K +452 +6%
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$387K +$388K +7,869 New
DAS
53
Dynamic Advisor Solutions
Arizona
$352K +$17K +345 +5%
EPP
54
ETF Portfolio Partners
Kansas
$322K +$46.8K +948 +17%
PAG
55
Private Advisor Group
New Jersey
$313K +$314K +6,375 New
FAIM
56
Financial Advocates Investment Management
Washington
$311K -$17.4K -353 -5%
BFA
57
Beaumont Financial Advisors
Massachusetts
$305K – – –
SHIM
58
Stone House Investment Management
Pennsylvania
$291K +$20.8K +422 +8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$281K +$268K +5,442 +2,023%
HFA
60
Huber Financial Advisors
Illinois
$277K +$2.12K +43 +0.8%
OA
61
Opes Advisors
California
$236K -$35.3K -716 -13%
IA
62
IFP Advisors
Florida
$221K +$16.5K +334 +8%
Comerica Bank
63
Comerica Bank
Texas
$218K +$8.48K +172 +4%
JSA
64
Jacobson & Schmitt Advisors
Wisconsin
$210K +$839 +17 +0.4%
VC
65
Vicus Capital
Pennsylvania
$206K -$3.35K -68 -2%
KWM
66
Kingsview Wealth Management
Oregon
$202K +$202K +4,101 New
CA
67
Cetera Advisors
Colorado
$201K +$201K +4,070 New
LFG
68
LifePlan Financial Group
Ohio
$171K +$4.98K +101 +3%
EK
69
Evensky & Katz
Florida
$142K +$111K +2,251 +346%
SQA
70
Simon Quick Advisors
New Jersey
$131K +$19.6K +397 +17%
ASN
71
Advisory Services Network
Georgia
$106K -$6.41K -130 -6%
SWP
72
Stratos Wealth Partners
Ohio
$104K +$105K +2,119 New
WIM
73
Westside Investment Management
California
$97.1K -$2.91M -58,989 -97%
SWM
74
SeaCrest Wealth Management
New York
$53K +$1.28K +26 +2%
CWA
75
Clarus Wealth Advisors
Arizona
$51K +$543 +11 +1%