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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Moulton Wealth Management
Washington
– -$9.32M -184,615 Closed
DAS
852
Diversify Advisory Services
Utah
– -$7.97M -170,950 Closed
PA
853
PFW Advisors
Georgia
– -$6.02M -129,289 Closed
WFAG
854
Worth Financial Advisory Group
North Carolina
– -$5.03M -108,075 Closed
IA
855
IFG Advisory
Georgia
– -$3.48M -74,825 Closed
EP
856
Edgestream Partners
New Jersey
– -$2.06M -44,201 Closed
BWM
857
BCS Wealth Management
Tennessee
– -$1.76M -37,844 Closed
WC
858
Waterloo Capital
Texas
– -$1.12M -24,066 Closed
FTUS
859
Flow Traders U.S.
New York
– -$789K -16,943 Closed
HH
860
Hilltop Holdings
Texas
– -$720K -15,473 Closed
HT
861
Headlands Technologies
Illinois
– -$700K -15,050 Closed
CMAI
862
Capital Management Associates Inc
Minnesota
– -$582K -12,495 Closed
TIAA Trust, National Association
863
TIAA Trust, National Association
North Carolina
– -$516K -11,093 Closed
VDC
864
Van Diest Capital
Iowa
– -$495K -10,635 Closed
BIP
865
Blueprint Investment Partners
North Carolina
– -$472K -10,145 Closed
BWFA
866
Baltimore-Washington Financial Advisors
Maryland
– -$464K -9,962 Closed
SIG
867
Spinnaker Investment Group
California
– -$462K -9,923 Closed
COI
868
Connable Office Inc
Michigan
– -$436K -9,375 Closed
Tudor Investment Corp
869
Tudor Investment Corp
Connecticut
– -$431K -9,256 Closed
MHB
870
Midwest Heritage Bank
Iowa
– -$351K -7,533 Closed
AWA
871
Acorn Wealth Advisors
Michigan
– -$314K -6,757 Closed
BWP
872
Balboa Wealth Partners
Arizona
– -$309K -6,637 Closed
PA
873
Procyon Advisors
Connecticut
– -$276K -5,923 Closed
Charles Schwab
874
Charles Schwab
California
– -$258K -5,544 Closed
SFG
875
Snider Financial Group
Washington
– -$252K -5,414 Closed