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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
751
Global Wealth Strategies & Associates
Colorado
$187 – – –
EP
752
Essential Partners
California
$140 – – –
SWIM
753
Smallwood Wealth Investment Management
New Jersey
$93 +$92 +2 New
HI
754
Hoey Investments
Pennsylvania
$47 – – –
HNB
755
Huntington National Bank
Ohio
$47 – – –
QWM
756
Quaker Wealth Management
New Jersey
$47 – – –
OC
757
Oarsman Capital
Wisconsin
– -$41.7M -902,048 Closed
MYIA
758
Mount Yale Investment Advisors
Colorado
– -$6.19M -133,923 Closed
DL
759
DOHJ LLC
Washington
– -$3.92M -86,237 Closed
RSWM
760
Robertson Stephens Wealth Management
California
– -$3.71M -80,338 Closed
EWA
761
Evolution Wealth Advisors
Florida
– -$2.76M -59,608 Closed
TL
762
Tradewinds LLC
North Carolina
– -$1.6M -34,642 Closed
SFA
763
Sequoia Financial Advisors
Ohio
– -$1.01M -21,911 Closed
PCS
764
Private Client Services
Kentucky
– -$1M -21,661 Closed
AA
765
Armis Advisers
Georgia
– -$881K -19,062 Closed
MHS
766
M Holdings Securities
Oregon
– -$834K -18,089 Closed
Charles Schwab
767
Charles Schwab
California
– -$595K -12,867 Closed
CCWA
768
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$586K -12,685 Closed
OMC
769
Old Mission Capital
Illinois
– -$542K -11,724 Closed
RPSA
770
Richard P. Slaughter Associates
Texas
– -$515K -11,147 Closed
VWA
771
Visionary Wealth Advisors
Illinois
– -$508K -10,982 Closed
AWM
772
Angeles Wealth Management
California
– -$440K -9,522 Closed
SWM
773
SFG Wealth Management
Maryland
– -$393K -8,511 Closed
EE
774
EWG Elevate
California
– -$387K -8,362 Closed
M&T Bank
775
M&T Bank
New York
– -$335K -7,250 Closed