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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
726
Godfrey Financial Associates
New York
$117K +$117K +2,508 New
KCM
727
Key Capital Management
Tennessee
$117K +$117K +2,507 New
TF
728
Tompkins Financial
New York
$116K +$35K +749 +43%
NMG
729
New Millennium Group
Utah
$109K -$2.2K -47 -2%
BFPW
730
BOK Financial Private Wealth
Colorado
$108K -$92.1K -1,971 -46%
HIA
731
Harbor Investment Advisory
Maryland
$108K +$4.96K +106 +5%
KFI
732
Key Financial Inc
Pennsylvania
$108K +$45.9K +982 +74%
UBS AM
733
UBS AM
Illinois
$104K +$104K +2,235 New
TIM
734
Thompson Investment Management
Wisconsin
$102K
SWM
735
SHP Wealth Management
Massachusetts
$87.1K +$87.5K +1,872 New
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$84.4K +$84.7K +1,813 New
WPA
737
West Paces Advisors
Georgia
$80.6K +$81K +1,732 New
NCM
738
Northwest Capital Management
Oregon
$79.6K -$307K -6,570 -79%
GA
739
GoalVest Advisory
New York
$75.6K
BFP
740
Birchwood Financial Partners
Minnesota
$69.7K +$70K +1,498 New
BW
741
Bravera Wealth
North Dakota
$69K +$69.3K +1,483 New
PWAM
742
Private Wealth Asset Management
Iowa
$68.6K
SC
743
SouthState Corp
Florida
$67.7K
AIM
744
Anchor Investment Management
South Carolina
$67.5K +$15.8K +339 +30%
SEP
745
Signature Equity Partners
Ohio
$66K +$66.3K +1,418 New
IRC
746
Investors Research Corp
Georgia
$64.7K
FGAM
747
Financial Gravity Asset Management
Texas
$63.6K -$44.5K -952 -41%
MAS
748
MPWM Advisory Solutions
Georgia
$62.1K
RA
749
Ransom Advisory
Rhode Island
$57K +$57.3K +1,225 New
NRG
750
Nemes Rush Group
Michigan
$57K +$57.2K +1,224 New