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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$60.2M -$7.19M -157,594 -11%
KAS
52
Kestra Advisory Services
Texas
$59.8M -$1.96M -42,966 -3%
BAAM
53
Baker Avenue Asset Management
California
$57.9M +$1.38M +30,190 +2%
ACA
54
Affinity Capital Advisors
California
$55.6M +$2.72M +59,529 +5%
SW
55
SteelPeak Wealth
California
$55.5M -$6.21M -136,076 -10%
AI
56
Atria Investments
North Carolina
$54.9M -$8.31M -182,163 -13%
IWA
57
Icon Wealth Advisors
Texas
$53.1M -$999K -21,891 -2%
SAI
58
Savvy Advisors Inc
New York
$52.2M +$8.77M +192,240 +21%
HFA
59
High Falls Advisors
New York
$51.7M -$5.16M -112,981 -9%
SHIM
60
Stone House Investment Management
Pennsylvania
$51.6M -$231K -5,052 -0.5%
P
61
&Partners
Tennessee
$51.4M +$23.6M +517,901 +88%
AWS
62
Atria Wealth Solutions
New York
$50.6M -$45.4M -994,055 -48%
IDA
63
Intelligence Driven Advisers
California
$48.3M +$3.32M +72,816 +7%
AAS
64
Avantax Advisory Services
Texas
$47.4M -$497K -10,886 -1%
AWE
65
Avidian Wealth Enterprises
Texas
$46.3M +$1.31M +28,709 +3%
CW
66
CreativeOne Wealth
Kansas
$44.2M -$4.35M -95,255 -9%
DWM
67
Destination Wealth Management
California
$43M +$254K +5,572 +0.6%
KeyBank National Association
68
KeyBank National Association
Ohio
$42.6M -$1.2M -26,384 -3%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$42.2M +$328K +7,196 +0.8%
OC
70
Oarsman Capital
Wisconsin
$41.7M +$10.7M +234,233 +35%
RFC
71
Regions Financial Corp
Alabama
$41.4M +$675K +14,800 +2%
GSIS
72
Global Strategic Investment Solutions
Arizona
$39.9M +$4.4M +96,387 +13%
BCI
73
Brinker Capital Investments
Pennsylvania
$38.1M +$10.6M +231,576 +39%
SI
74
Stash Investments
New York
$37M +$2.95M +64,579 +9%
IA
75
Integrity Alliance
Iowa
$37M +$5.73M +125,565 +19%