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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$38.7M +$13.6M +291,281 +54%
AC
77
Apella Capital
Connecticut
$38.5M +$7.67M +164,024 +25%
JSL
78
JT Stratford LLC
Georgia
$38.2M +$21.6M +461,767 +128%
PGFG
79
Pine Grove Financial Group
Minnesota
$37.6M +$37.7M +807,250 New
IA
80
Integrity Alliance
Iowa
$37.4M -$5.29M -113,134 -12%
MMA
81
Miracle Mile Advisors
California
$36.3M +$1.27M +27,184 +4%
JSA
82
Jacobson & Schmitt Advisors
Wisconsin
$36.3M +$718K +15,358 +2%
SB
83
Strategic Blueprint
Georgia
$32.5M +$1.46M +31,262 +5%
OAP
84
One Advisory Partners
Kansas
$31.5M +$1.39M +29,746 +5%
EWP
85
Elevation Wealth Partners
California
$31.2M +$2.59M +55,428 +9%
LWMI
86
Landmark Wealth Management (Illinois)
Illinois
$31.1M +$727K +15,550 +2%
TF
87
Trek Financial
Arizona
$29.8M +$575K +12,292 +2%
PWM
88
Perigon Wealth Management
California
$29.5M +$2.37M +50,648 +9%
GRP
89
Global Retirement Partners
California
$29.5M +$12.7M +272,481 +76%
SFO
90
Stokes Family Office
Louisiana
$29.1M +$2.82M +60,368 +11%
SF
91
Summit Financial
New Jersey
$27.9M +$792K +16,949 +3%
AWM
92
AE Wealth Management
Kansas
$27.4M +$4.96M +106,209 +22%
WIA
93
World Investment Advisors
California
$27.2M +$16.3M +348,974 +148%
Corient Private Wealth
94
Corient Private Wealth
Florida
$27.1M +$702K +15,024 +3%
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%