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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
$40.3M +$1.83M +39,204 +5%
IA
77
Integrity Alliance
Iowa
$40M +$2.85M +61,263 +8%
MMA
78
Miracle Mile Advisors
California
$37.7M +$1.6M +34,252 +4%
JSA
79
Jacobson & Schmitt Advisors
Wisconsin
$36.8M +$846K +18,144 +2%
SB
80
Strategic Blueprint
Georgia
$35.5M +$3.27M +70,080 +10%
JSL
81
JT Stratford LLC
Georgia
$34.1M -$3.86M -82,920 -10%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$33.2M -$9.12M -195,739 -21%
SF
83
Summit Financial
New Jersey
$33M +$5.38M +115,470 +19%
OAP
84
One Advisory Partners
Kansas
$32.8M +$1.57M +33,776 +5%
EWP
85
Elevation Wealth Partners
California
$31.9M +$935K +20,074 +3%
TF
86
Trek Financial
Arizona
$31.9M +$2.36M +50,704 +8%
LWMI
87
Landmark Wealth Management (Illinois)
Illinois
$31.4M +$591K +12,679 +2%
PWM
88
Perigon Wealth Management
California
$31.4M +$2.13M +45,772 +7%
BCI
89
Brinker Capital Investments
Pennsylvania
$31.1M -$9.47M -203,120 -23%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$30.2M +$24M +514,005 +365%
AWM
91
AE Wealth Management
Kansas
$29.7M +$2.55M +54,643 +9%
AFG
92
Atomi Financial Group
New York
$29.3M +$2.77M +59,455 +10%
PS
93
Principal Securities
Iowa
$28.4M +$3.31M +70,971 +13%
WIA
94
World Investment Advisors
California
$28.3M +$1.26M +26,981 +5%
Corient Private Wealth
95
Corient Private Wealth
Florida
$26.6M -$27.3M -586,170 -50%
SFO
96
Stokes Family Office
Louisiana
$26.5M -$2.33M -49,950 -8%
GAG
97
GM Advisory Group
New York
$26.5M -$338K -7,263 -1%
HGWM
98
Horst & Graben Wealth Management
Oregon
$26.4M +$505K +10,830 +2%
BCM
99
Brookstone Capital Management
Illinois
$26.1M +$1.66M +35,610 +7%
WA
100
Wealth Alliance
New York
$26M +$3.9M +83,678 +17%