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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cahaba Wealth Management
Georgia
$1.1M +$465K +9,551 +75%
RCS
52
Retirement Capital Strategies
California
$1.01M -$238K -4,890 -19%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$983K -$1.33M -27,363 -58%
AG
54
Advisor Group
Arizona
$929K +$300K +6,150 +48%
PCM
55
Parsons Capital Management
Rhode Island
$887K +$17.3K +356 +2%
SQA
56
Simon Quick Advisors
New Jersey
$869K +$730K +14,976 +560%
IWC
57
Integrated Wealth Concepts
Massachusetts
$838K +$403K +8,269 +95%
OMC
58
Old Mission Capital
Illinois
$772K -$668K -13,711 -47%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$746K +$738K +15,155 New
SA
60
Sunesis Advisors
Kansas
$709K +$702K +14,403 New
GCA
61
Gradient Capital Advisors
California
$653K +$40.7K +836 +7%
WA
62
Waverly Advisors
Alabama
$653K +$647K +13,268 New
RJT
63
Raymond James Trust
Florida
$650K +$643K +13,200 New
UCFA
64
United Capital Financial Advisors
Texas
$611K +$731 +15 +0.1%
GFP
65
Gryphon Financial Partners
Ohio
$582K +$576K +11,828 New
SPC
66
Sigma Planning Corp
Michigan
$543K +$20.7K +425 +4%
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$539K -$16K -329 -3%
SWM
68
SVA Wealth Management
Wisconsin
$458K +$32.4K +664 +8%
LNC
69
Lincoln National Corp
Pennsylvania
$407K +$403K +8,272 New
SHIM
70
Stone House Investment Management
Pennsylvania
$368K +$75.3K +1,545 +26%
Prudential Financial
71
Prudential Financial
New Jersey
$362K +$358K +7,348 New
KA
72
Kovack Advisors
Florida
$334K +$331K +6,788 New
DAS
73
Dynamic Advisor Solutions
Arizona
$328K -$26.5K -543 -8%
BFA
74
Beaumont Financial Advisors
Massachusetts
$305K
AssetMark Inc
75
AssetMark Inc
California
$300K +$297K +6,090 New