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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
726
Lloyd Advisory Services
Georgia
$118K +$118K +2,530 New
RWM
727
Rialto Wealth Management
New York
$117K -$51.4K -1,100 -30%
GFA
728
Godfrey Financial Associates
New York
$117K +$117K +2,508 New
KCM
729
Key Capital Management
Tennessee
$117K +$117K +2,507 New
TF
730
Tompkins Financial
New York
$116K +$35K +749 +43%
NMG
731
New Millennium Group
Utah
$109K -$2.2K -47 -2%
BFPW
732
BOK Financial Private Wealth
Colorado
$108K -$92.1K -1,971 -46%
HIA
733
Harbor Investment Advisory
Maryland
$108K +$4.96K +106 +5%
KFI
734
Key Financial Inc
Pennsylvania
$108K +$45.9K +982 +74%
UBS AM
735
UBS AM
Illinois
$104K +$104K +2,235 New
TIM
736
Thompson Investment Management
Wisconsin
$102K – – –
SWM
737
SHP Wealth Management
Massachusetts
$87.1K +$87.5K +1,872 New
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$84.4K +$84.7K +1,813 New
WPA
739
West Paces Advisors
Georgia
$80.6K +$81K +1,732 New
NCM
740
Northwest Capital Management
Oregon
$79.6K -$307K -6,570 -79%
GA
741
GoalVest Advisory
New York
$75.6K – – –
BFP
742
Birchwood Financial Partners
Minnesota
$69.7K +$70K +1,498 New
BW
743
Bravera Wealth
North Dakota
$69K +$69.3K +1,483 New
PWAM
744
Private Wealth Asset Management
Iowa
$68.6K – – –
SC
745
SouthState Corp
Florida
$67.7K – – –
AIM
746
Anchor Investment Management
South Carolina
$67.5K +$15.8K +339 +30%
SEP
747
Signature Equity Partners
Ohio
$66K +$66.3K +1,418 New
IRC
748
Investors Research Corp
Georgia
$64.7K – – –
FGAM
749
Financial Gravity Asset Management
Texas
$63.6K -$44.5K -952 -41%
MAS
750
MPWM Advisory Solutions
Georgia
$62.1K – – –