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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
76
Caliber Wealth Management (Utah)
Utah
$3.24M +$3.23M +59,381 New
AI
77
Atria Investments
North Carolina
$3.14M +$3.13M +57,532 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.91M +$1.03M +18,879 +55%
KPWG
79
KFA Private Wealth Group
Virginia
$2.79M +$95.1K +1,750 +4%
NFP
80
Novak Financial Planning
Maryland
$2.77M +$2.75M +50,670 New
SWM
81
SVA Wealth Management
Wisconsin
$2.7M +$52.4K +964 +2%
BA
82
Bellwether Advisors
Nebraska
$2.51M +$2.5M +45,981 New
Comerica Bank
83
Comerica Bank
Texas
$2.46M +$179K +3,292 +8%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$2.43M +$338K +6,218 +16%
IWC
85
Integrated Wealth Concepts
Massachusetts
$2.2M -$18.1M -332,448 -89%
IAN
86
Integrated Advisors Network
Texas
$2.2M -$32.1K -591 -1%
EWF
87
Epstein & White Financial
California
$2.2M -$226K -4,158 -9%
BWA
88
BlueSky Wealth Advisors
North Carolina
$2.17M
SI
89
Stephens Inc
Arkansas
$2.11M -$130K -2,390 -6%
VNA
90
Valley National Advisers
Pennsylvania
$2.1M +$2.09M +38,391 New
MML Investors Services
91
MML Investors Services
Massachusetts
$2.01M +$323K +5,945 +19%
1WM
92
1900 Wealth Management
Texas
$2M +$1.99M +36,688 New
RFM
93
Royal Fund Management
Florida
$1.98M +$874K +16,082 +79%
KAS
94
Kestra Advisory Services
Texas
$1.89M +$1.2M +22,034 +175%
TGAM
95
TBH Global Asset Management
Tennessee
$1.88M -$98.9K -1,821 -5%
CWM
96
Cahaba Wealth Management
Georgia
$1.65M +$8.31K +153 +0.5%
GM
97
GeoWealth Management
Illinois
$1.61M +$69K +1,271 +4%
CG
98
CFO4Life Group
Texas
$1.61M +$215K +3,952 +15%
JWCA
99
J.W. Cole Advisors
Florida
$1.6M +$633K +11,657 +66%
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M -$913K -16,800 -37%