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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$283K -$1.09M -22,437 -80%
HFA
77
Huber Financial Advisors
Illinois
$280K +$2.73K +56 +1%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$227K +$224K +4,606 New
EK
79
Evensky & Katz
Florida
$212K +$68.9K +1,414 +49%
JSA
80
Jacobson & Schmitt Advisors
Wisconsin
$211K +$1.07K +22 +0.5%
KWM
81
Kingsview Wealth Management
Oregon
$207K +$5.41K +111 +3%
CA
82
Cetera Advisors
Colorado
$201K – – –
LFG
83
LifePlan Financial Group
Ohio
$171K – – –
AIC
84
Ameritas Investment Company
Nebraska
$155K +$153K +3,138 New
IA
85
IFP Advisors
Florida
$110K -$110K -2,265 -50%
ASN
86
Advisory Services Network
Georgia
$82K -$23.9K -491 -23%
FHA
87
Flagship Harbor Advisors
Massachusetts
$82K +$71.5K +1,468 +738%
SWM
88
SeaCrest Wealth Management
New York
$53K – – –
CWA
89
Clarus Wealth Advisors
Arizona
$51K +$341 +7 +0.7%
CJA
90
C-J Advisory
California
$49K +$48.9K +1,003 New
Citigroup
91
Citigroup
New York
$39K – – –
APA
92
American Portfolios Advisors
New York
$35.9K – – –
MWC
93
MKD Wealth Coaches
Michigan
$34K +$33.6K +689 New
GWM
94
Geneos Wealth Management
Colorado
$29K – – –
CAC
95
Certified Advisory Corp
Florida
$27K – – –
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
RCG
97
Ruggie Capital Group
Florida
$16K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$15K – – –
SMFS
99
Squar Milner Financial Services
California
$12K – – –
RFA
100
Reilly Financial Advisors
California
$10K +$10.3K +211 New