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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
76
Bay Harbor Wealth Management
Maryland
$13.6M +$2.66M +56,971 +23%
LWM
77
Liberty Wealth Management
California
$13.4M +$1.32M +28,354 +10%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$13M -$853K -18,279 -6%
Truist Financial
79
Truist Financial
North Carolina
$13M +$879K +18,833 +7%
TF
80
Trek Financial
Arizona
$12.9M +$8.13M +174,288 +151%
OPS
81
Orion Portfolio Solutions
Nebraska
$12.1M +$2.09M +44,726 +20%
IWC
82
Integrated Wealth Concepts
Massachusetts
$12M +$2.06M +44,072 +20%
BCM
83
Brookstone Capital Management
Illinois
$12M -$297K -6,361 -2%
SMG
84
Spectrum Management Group
Indiana
$11.9M +$12.3M +262,882 +6,691%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$11.8M -$3.28M -70,239 -21%
DE
86
Day & Ennis
Georgia
$11.8M +$257K +5,511 +2%
SL
87
Sentinus LLC
Illinois
$11.6M +$11.8M +253,238 New
MA
88
Mutual Advisors
Nebraska
$11.5M +$1.95M +41,857 +19%
AAS
89
Avantax Advisory Services
Texas
$10.9M +$1.87M +40,136 +20%
OWM
90
Orgel Wealth Management
Wisconsin
$10.9M +$11.4M +244,463 New
SFS
91
Security Financial Services
Indiana
$10.3M -$1.21M -26,020 -10%
WP
92
WealthShield Partners
North Carolina
$9.83M +$639K +13,701 +7%
CAN
93
Cetera Advisor Networks
California
$9.62M +$3.29M +70,494 +48%
NL
94
NWAM LLC
Washington
$9.49M +$3.24M +69,503 +48%
SSWM
95
Smith Salley Wealth Management
North Carolina
$9.42M +$374K +8,027 +4%
APW
96
Austin Private Wealth
Texas
$9.34M +$1.61M +34,560 +20%
HPC
97
Hobart Private Capital
North Carolina
$9.23M -$6M -128,709 -38%
MFG
98
Merit Financial Group
Georgia
$9.16M -$6.31M -135,264 -40%
SPIA
99
Steward Partners Investment Advisory
New York
$8.96M +$262K +5,625 +3%
OWM
100
Opes Wealth Management
California
$8.85M +$3.22M +69,028 +53%