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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
$20.8M +$4.1M +89,670 +25%
IWC
77
Integrated Wealth Concepts
Massachusetts
$19.4M +$4.73M +103,405 +33%
FCM
78
Firestone Capital Management
Florida
$19.1M -$439K -9,591 -2%
MOS
79
MGO One Seven
Ohio
$18.8M +$18.7M +407,998 New
GP
80
Girard Partners
Pennsylvania
$18.4M -$5.99M -130,952 -25%
T
81
TCWP
Ohio
$18.3M +$5.55M +121,346 +44%
MIS
82
Morningstar Investment Services
Illinois
$18M +$724K +15,822 +4%
MFG
83
Merit Financial Group
Georgia
$17.9M +$4.19M +91,643 +31%
I
84
INVST
Indiana
$17.5M +$3.2M +69,980 +23%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$17.4M +$2.04M +44,683 +13%
EWP
86
Elevation Wealth Partners
California
$17.4M +$17.2M +376,827 New
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$16.6M -$2.41M -52,658 -13%
DADC
88
D.A. Davidson & Co
Montana
$16.6M -$21.1K -462 -0.1%
APW
89
Austin Private Wealth
Texas
$16M +$1.19M +25,964 +8%
SMM
90
Stadion Money Management
Georgia
$15.8M -$18.3M -399,533 -54%
CIAS
91
CFS Investment Advisory Services
New Jersey
$15.8M -$223K -4,876 -1%
Corient Private Wealth
92
Corient Private Wealth
Florida
$15.3M +$14.4M +314,213 +1,885%
SL
93
Sentinus LLC
Illinois
$15.1M +$2.44M +53,297 +19%
PWM
94
Perigon Wealth Management
California
$14.9M +$4.2M +91,802 +40%
KAS
95
Kestra Advisory Services
Texas
$14.6M -$43.5M -950,406 -75%
PAMG
96
Patton Albertson Miller Group
Tennessee
$14.5M -$10.1M -221,367 -41%
WP
97
WealthShield Partners
North Carolina
$14.5M +$3.63M +79,222 +34%
LWM
98
Liberty Wealth Management
California
$14.4M +$14.3M +312,452 New
SPIA
99
Steward Partners Investment Advisory
New York
$14M +$2.18M +47,669 +19%
AFP
100
Advus Financial Partners
Florida
$13.9M +$3.39M +73,974 +33%