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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
801
Ogorek Anthony Joseph
New York
$9K +$9.77K +209 New
NEWAS
802
N.E.W. Advisory Services
Wisconsin
$8.94K -$1.68K -36 -16%
CT
803
Caldwell Trust
Florida
$8.56K
SC
804
Stephens Consulting
Michigan
$8.47K +$8.51K +182 New
B
805
Bayban
Minnesota
$8.14K +$8.18K +175 New
HFS
806
Hantz Financial Services
Michigan
$8K
CWM
807
Copia Wealth Management
Oregon
$7.63K
LWMI
808
Legacy Wealth Management (Idaho)
Idaho
$7.12K +$7.15K +153 New
CHC
809
City Holding Co
West Virginia
$7.03K +$7.06K +151 New
CBT
810
Crews Bank & Trust
Florida
$6.66K
CIAS
811
CBIZ Investment Advisory Services
Ohio
$6.38K
EWM
812
EPG Wealth Management
Georgia
$6.01K
OA
813
Operose Advisors
Wisconsin
$5.29K -$206K -4,408 -97%
CCC
814
Chelsea Counsel Company
California
$5.07K
CJ
815
Caitlin John
Michigan
$5.03K
CFP
816
Comprehensive Financial Planning
Pennsylvania
$5.03K
PPL
817
Planning Project LLC
Texas
$4.87K +$4.91K +105 New
RIA
818
Realta Investment Advisors
Delaware
$4.79K +$47 +1 +1%
PGAM
819
Princeton Global Asset Management
New Jersey
$4.34K +$47 +1 +1%
UFPG
820
United Financial Planning Group
New York
$4.33K -$45.3K -970 -91%
WAG
821
Wiser Advisor Group
Arizona
$4.25K -$3.69K -79 -46%
BWL
822
Bogart Wealth LLC
Virginia
$4.24K
S
823
SignatureFD
Georgia
$3.96K
BNA
824
BankChampaign National Association
Illinois
$3.26K +$5.61K +120 New
TCM
825
TD Capital Management
Tennessee
$3.12K