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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$42.5M +$471K +10,073 +1%
BCI
77
Brinker Capital Investments
Pennsylvania
$40.8M +$3.43M +73,391 +9%
MOS
78
MGO One Seven
Ohio
$38.7M +$13.6M +291,281 +54%
AC
79
Apella Capital
Connecticut
$38.5M +$7.67M +164,024 +25%
JSL
80
JT Stratford LLC
Georgia
$38.2M +$21.6M +461,767 +128%
IA
81
Integrity Alliance
Iowa
$37.4M -$5.29M -113,134 -12%
MMA
82
Miracle Mile Advisors
California
$36.3M +$1.27M +27,184 +4%
JSA
83
Jacobson & Schmitt Advisors
Wisconsin
$36.3M +$718K +15,358 +2%
SB
84
Strategic Blueprint
Georgia
$32.5M +$1.46M +31,262 +5%
OAP
85
One Advisory Partners
Kansas
$31.5M +$1.39M +29,746 +5%
EWP
86
Elevation Wealth Partners
California
$31.2M +$2.59M +55,428 +9%
LWMI
87
Landmark Wealth Management (Illinois)
Illinois
$31.1M +$727K +15,550 +2%
TF
88
Trek Financial
Arizona
$29.8M +$575K +12,292 +2%
PWM
89
Perigon Wealth Management
California
$29.5M +$2.37M +50,648 +9%
GRP
90
Global Retirement Partners
California
$29.5M +$12.7M +272,481 +76%
SFO
91
Stokes Family Office
Louisiana
$29.1M +$2.82M +60,368 +11%
SF
92
Summit Financial
New Jersey
$27.9M +$792K +16,949 +3%
AWM
93
AE Wealth Management
Kansas
$27.4M +$4.96M +106,209 +22%
WIA
94
World Investment Advisors
California
$27.2M +$16.3M +348,974 +148%
GAG
95
GM Advisory Group
New York
$27M -$3.97M -84,935 -13%
AFG
96
Atomi Financial Group
New York
$26.7M +$2.5M +53,413 +10%
HGWM
97
Horst & Graben Wealth Management
Oregon
$26.1M +$652K +13,945 +3%
PS
98
Principal Securities
Iowa
$25.3M +$871K +18,631 +4%
PFG
99
PAX Financial Group
Texas
$24.8M +$1.9M +40,637 +8%
Legacy Financial Group (Iowa)
100
Legacy Financial Group (Iowa)
Iowa
$24.8M -$457K -9,784 -2%