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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$39K – – –
APA
77
American Portfolios Advisors
New York
$35.8K – – –
GWM
78
Geneos Wealth Management
Colorado
$29K +$29.6K +600 New
CAC
79
Certified Advisory Corp
Florida
$27K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$18.7K +380 New
RCG
81
Ruggie Capital Group
Florida
$16K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$16K +$15.6K +316 New
AA
83
Ancora Advisors
Ohio
$13K +$13.1K +265 New
SMFS
84
Squar Milner Financial Services
California
$12K – – –
FHA
85
Flagship Harbor Advisors
Massachusetts
$10K – – –
CWM
86
Cranbrook Wealth Management
Michigan
$8K +$7.94K +161 New
TL
87
TrueWealth LLC
Georgia
$5K +$49 +1 +0.9%
SPIA
88
Steward Partners Investment Advisory
New York
$4K +$4.19K +85 New
JP Morgan Chase
89
JP Morgan Chase
New York
$1K +$1.48K +30 New
NIA
90
Northstar Investment Advisors
Colorado
– -$3.49M -70,687 Closed
FPGK
91
Financial Partners Group (Kansas)
Kansas
– -$3.38M -68,424 Closed
AII
92
AGF Investments Inc
Ontario, Canada
– -$1.22M -24,639 Closed
RWA
93
Ropes Wealth Advisors
Massachusetts
– -$415K -8,413 Closed
VF
94
Virtu Financial
New York
– -$344K -6,977 Closed
SS
95
Simplicity Solutions
Minnesota
– -$329K -6,653 Closed
AP
96
Agilis Partners
Massachusetts
– -$312K -6,328 Closed
NFG
97
Next Financial Group
Texas
– -$243K -4,918 Closed
SMM
98
Stadion Money Management
Georgia
– -$229K -4,635 Closed
HWA
99
HCR Wealth Advisors
California
– -$228K -4,625 Closed
Prudential Financial
100
Prudential Financial
New Jersey
– -$217K -4,391 Closed