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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$2.22M +$120K +2,370 +6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.02M +$571K +11,238 +40%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$1.97M +$489K +9,628 +34%
WP
54
WealthSource Partners
California
$1.83M +$1.8M +35,433 New
SWM
55
SVA Wealth Management
Wisconsin
$1.74M +$68.9K +1,357 +4%
IWC
56
Integrated Wealth Concepts
Massachusetts
$1.58M +$419K +8,253 +36%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.57M -$354K -6,963 -19%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.53M +$1.5M +29,596 New
CWM
59
Cahaba Wealth Management
Georgia
$1.47M +$36.8K +725 +3%
PA
60
Parallel Advisors
California
$1.36M -$55.8K -1,100 -4%
AI
61
Atria Investments
North Carolina
$1.33M +$171K +3,377 +15%
PIMG
62
Patriot Investment Management Group
Tennessee
$1.29M +$132K +2,598 +12%
AG
63
Advisor Group
Arizona
$1.26M -$7.57K -149 -0.6%
FWP
64
FAS Wealth Partners
Kansas
$1.09M -$347K -6,840 -24%
KWM
65
Kingsview Wealth Management
Oregon
$1.02M +$1M +19,706 New
RCS
66
Retirement Capital Strategies
California
$1.01M +$30.9K +608 +3%
CFN
67
Cordasco Financial Network
Florida
$1.01M -$48.9K -964 -5%
WP
68
WealthShield Partners
North Carolina
$928K +$772K +15,197 +549%
PCM
69
Parsons Capital Management
Rhode Island
$926K -$1.63K -32 -0.2%
VAM
70
Verity Asset Management
North Carolina
$923K +$40.5K +797 +5%
SPC
71
Sigma Planning Corp
Michigan
$915K +$352K +6,930 +64%
GM
72
GeoWealth Management
Illinois
$849K +$834K +16,429 New
Prudential Financial
73
Prudential Financial
New Jersey
$842K -$136K -2,679 -14%
WWM
74
Windsor Wealth Management
Indiana
$799K +$786K +15,490 New
AWM
75
AE Wealth Management
Kansas
$775K +$252K +4,972 +50%