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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$1.39M -$15.9K -305 -1%
WWM
77
Windsor Wealth Management
Indiana
$1.38M +$556K +10,650 +67%
KWM
78
Kingsview Wealth Management
Oregon
$1.31M +$143K +2,739 +12%
SAM
79
Strategy Asset Managers
California
$1.17M +$1.17M +22,385 New
AI
80
Atria Investments
North Carolina
$1.16M -$195K -3,736 -14%
FWP
81
FAS Wealth Partners
Kansas
$1.07M +$12.6K +241 +1%
VAM
82
Verity Asset Management
North Carolina
$1.07M +$50.1K +960 +5%
JWCA
83
J.W. Cole Advisors
Florida
$1.05M +$1.05M +20,106 New
SIA
84
Strategic Investment Advisors
Michigan
$1.04M +$1.04M +19,875 New
GLR
85
Great Lakes Retirement
Ohio
$1.02M +$1.03M +19,670 New
CFN
86
Cordasco Financial Network
Florida
$1.02M
RCS
87
Retirement Capital Strategies
California
$940K +$31.8K +609 +3%
PCM
88
Parsons Capital Management
Rhode Island
$929K +$14.5K +278 +2%
MWM
89
MBE Wealth Management
Wisconsin
$907K +$909K +17,414 New
AF
90
Advisornet Financial
Minnesota
$901K +$902K +17,293 New
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$804K -$741K -14,200 -48%
RT
92
Rockland Trust
Massachusetts
$765K +$260K +4,982 +51%
SA
93
Sunesis Advisors
Kansas
$751K
SS
94
Simplicity Solutions
Minnesota
$724K +$216K +4,134 +42%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$707K +$239K +4,589 +51%
GCA
96
Gradient Capital Advisors
California
$691K
UCFA
97
United Capital Financial Advisors
Texas
$630K +$52 +1 +0%
HR
98
Hayden Royal
North Carolina
$583K -$1.57M -30,057 -73%
KA
99
Kovack Advisors
Florida
$567K +$147K +2,808 +35%
SPC
100
Sigma Planning Corp
Michigan
$560K -$521K -9,993 -48%