We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$13.5M +$13.7M +287,658 New
BCM
77
Brookstone Capital Management
Illinois
$12.9M -$1.31M -27,667 -9%
LWM
78
Liberty Wealth Management
California
$12.8M -$50.1K -1,054 -0.4%
Truist Financial
79
Truist Financial
North Carolina
$12.7M +$1.26M +26,419 +11%
FCA
80
FLC Capital Advisors
California
$12.6M +$81.9K +1,724 +0.6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$12.4M +$7.47M +157,250 +147%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$12.3M -$6.29M -132,376 -34%
SWM
83
Spire Wealth Management
Virginia
$12.3M -$6.02M -126,719 -33%
DE
84
Day & Ennis
Georgia
$12.1M +$68.4K +1,439 +0.6%
SFS
85
Security Financial Services
Indiana
$12M +$1.17M +24,655 +11%
BHWM
86
Bay Harbor Wealth Management
Maryland
$11.6M -$845K -17,789 -7%
AF
87
Allworth Financial
California
$10.7M -$69.5M -1,462,521 -87%
OPS
88
Orion Portfolio Solutions
Nebraska
$10.7M +$3.52M +73,994 +48%
IWC
89
Integrated Wealth Concepts
Massachusetts
$10.6M +$2.5M +52,709 +30%
MA
90
Mutual Advisors
Nebraska
$10.2M -$2.07M -43,615 -17%
RCS
91
Retirement Capital Strategies
California
$9.99M -$6.07M -127,809 -37%
T
92
TCWP
Ohio
$9.92M +$591K +12,430 +6%
WP
93
WealthShield Partners
North Carolina
$9.7M +$989K +20,810 +11%
AAS
94
Avantax Advisory Services
Texas
$9.59M +$1.84M +38,823 +23%
SSWM
95
Smith Salley Wealth Management
North Carolina
$9.53M -$1.97M -41,407 -17%
SPIA
96
Steward Partners Investment Advisory
New York
$9.16M +$381K +8,015 +4%
BA
97
Bivin & Associates
Oklahoma
$8.99M +$1.72M +36,102 +23%
MPW
98
MA Private Wealth
California
$8.59M +$7.55M +158,858 +664%
AP
99
Agilis Partners
Massachusetts
$8.58M +$95.8K +2,017 +1%
BFA
100
BMS Financial Advisors
South Dakota
$8.5M -$2.24M -47,053 -23%