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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
51
Icon Wealth Partners
Texas
$34.1M +$33.8M +738,853 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$33.1M +$6.42M +140,282 +24%
OPS
53
Orion Portfolio Solutions
Nebraska
$31.8M +$14.8M +323,362 +88%
BCI
54
Brinker Capital Investments
Pennsylvania
$31.8M +$27.4M +597,965 +653%
PFG
55
PAX Financial Group
Texas
$30M +$5.84M +127,709 +24%
AWE
56
Avidian Wealth Enterprises
Texas
$29.4M +$7.02M +153,449 +32%
OP
57
ORG Partners
Indiana
$28.4M +$28.1M +614,599 New
CFGS
58
Concourse Financial Group Securities
Alabama
$26.2M +$4.14M +90,375 +19%
TF
59
Trek Financial
Arizona
$26.2M +$7.47M +163,264 +40%
BRWA
60
B. Riley Wealth Advisors
Florida
$26M +$3.42M +74,829 +15%
WF
61
Williams Financial
Vermont
$25.5M +$25.3M +552,421 New
SFO
62
Stokes Family Office
Louisiana
$25M +$9.45M +206,443 +62%
RA
63
RFG Advisory
Alabama
$24.8M +$2.77M +60,426 +13%
Truist Financial
64
Truist Financial
North Carolina
$24.8M +$7.58M +165,716 +45%
AT
65
Arden Trust
Delaware
$23.7M +$23.5M +514,464 New
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$23.7M -$9.06K -198 -0%
HGWM
67
Horst & Graben Wealth Management
Oregon
$23.7M -$3.27M -71,446 -12%
AAS
68
Avantax Advisory Services
Texas
$23.2M +$6.88M +150,247 +43%
RFC
69
Regions Financial Corp
Alabama
$22.7M -$13M -284,661 -37%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$22.6M -$290K -6,341 -1%
BCM
71
Brookstone Capital Management
Illinois
$21.8M +$4.44M +96,991 +26%
OAP
72
One Advisory Partners
Kansas
$21.6M +$2.91M +63,522 +16%
KFSC
73
Keystone Financial Services (Colorado)
Colorado
$21.4M +$807K +17,624 +4%
T
74
TNF
Montana
$21.1M +$2.08M +45,378 +11%
BHWM
75
Bay Harbor Wealth Management
Maryland
$20.8M +$4.1M +89,670 +25%