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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
76
Jacobson & Schmitt Advisors
Wisconsin
$33.6M +$1.01M +22,176 +3%
SFO
77
Stokes Family Office
Louisiana
$32.7M +$1.91M +41,856 +6%
MWM
78
Modern Wealth Management
Kansas
$32.4M +$3.57M +78,298 +13%
GAG
79
GM Advisory Group
New York
$31.8M -$773K -16,963 -2%
OAP
80
One Advisory Partners
Kansas
$31.7M -$699K -15,333 -2%
UF
81
Univest Financial
Pennsylvania
$31.5M -$2.9M -63,535 -9%
TF
82
Trek Financial
Arizona
$31.1M +$2.83M +62,046 +10%
IA
83
Integrity Alliance
Iowa
$31.1M +$2.7M +59,345 +10%
GCM
84
G2 Capital Management
Ohio
$31M -$990K -21,729 -3%
OC
85
Oarsman Capital
Wisconsin
$30.8M +$3.83M +84,073 +14%
PWM
86
Perigon Wealth Management
California
$30.4M -$10.5M -230,115 -26%
MMA
87
Miracle Mile Advisors
California
$29.9M +$2.28M +50,061 +8%
PFG
88
PAX Financial Group
Texas
$27.9M -$2.27M -49,748 -8%
BCI
89
Brinker Capital Investments
Pennsylvania
$27.3M +$709K +15,547 +3%
OPS
90
Orion Portfolio Solutions
Nebraska
$27.3M +$709K +15,547 +3%
BCM
91
Brookstone Capital Management
Illinois
$27.1M +$299K +6,554 +1%
P
92
&Partners
Tennessee
$27.1M -$1.01M -22,248 -4%
EWP
93
Elevation Wealth Partners
California
$26.9M +$729K +15,991 +3%
I
94
INVST
Indiana
$26.1M -$15.5M -339,517 -37%
KFSC
95
Keystone Financial Services (Colorado)
Colorado
$25.6M -$5.18M -113,611 -17%
BHWM
96
Bay Harbor Wealth Management
Maryland
$25.5M +$242K +5,306 +1%
Legacy Financial Group (Iowa)
97
Legacy Financial Group (Iowa)
Iowa
$25.2M -$316K -6,930 -1%
WA
98
Wealth Alliance
New York
$23.4M +$195K +4,288 +0.9%
HighTower Advisors
99
HighTower Advisors
Illinois
$23.4M -$890K -19,523 -4%
AWM
100
AE Wealth Management
Kansas
$23.3M -$2.36M -51,836 -9%