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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$64.7M +$22.8M +491,250 +56%
IWC
52
Integrated Wealth Concepts
Massachusetts
$62.8M -$8.99M -193,667 -13%
AssetMark Inc
53
AssetMark Inc
California
$62M +$625K +13,469 +1%
IWA
54
Icon Wealth Advisors
Texas
$60.6M +$11M +236,100 +22%
IDA
55
Intelligence Driven Advisers
California
$56.9M +$59.6K +1,285 +0.1%
SHIM
56
Stone House Investment Management
Pennsylvania
$56.9M +$8.75M +188,527 +19%
SW
57
SteelPeak Wealth
California
$55.4M +$7.54M +162,393 +16%
CIA
58
Compass Ion Advisors
Pennsylvania
$54.3M +$2.92M +62,878 +6%
AAS
59
Avantax Advisory Services
Texas
$52.8M +$9.54M +205,631 +22%
MIS
60
Morningstar Investment Services
Illinois
$51.1M +$9.81M +211,307 +24%
Prudential Financial
61
Prudential Financial
New Jersey
$49.3M +$2.14M +46,173 +5%
HGWM
62
Horst & Graben Wealth Management
Oregon
$48.3M +$5.8M +125,065 +14%
ACA
63
Affinity Capital Advisors
California
$46.8M +$3.1M +66,760 +7%
I
64
INVST
Indiana
$46.6M +$590K +12,714 +1%
APW
65
Austin Private Wealth
Texas
$45.5M +$12.6M +272,185 +39%
PWM
66
Perigon Wealth Management
California
$45.1M +$11.3M +242,571 +34%
KeyBank National Association
67
KeyBank National Association
Ohio
$42.4M +$2.9M +62,447 +7%
BTI
68
Blue Trust Inc
Georgia
$41.9M -$1.79M -38,658 -4%
DWM
69
Destination Wealth Management
California
$41.2M +$1.37M +29,424 +3%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$40M +$16.9M +363,446 +75%
BCI
71
Brinker Capital Investments
Pennsylvania
$38.9M +$214K +4,603 +0.6%
OPS
72
Orion Portfolio Solutions
Nebraska
$38.9M +$214K +4,603 +0.6%
OAP
73
One Advisory Partners
Kansas
$37.5M +$6.94M +149,505 +23%
BRWA
74
B. Riley Wealth Advisors
Florida
$37.5M +$3.9M +83,977 +12%
SB
75
Strategic Blueprint
Georgia
$36.4M +$6.76M +145,778 +23%