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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Summit Financial
New Jersey
$35.4M +$2.39M +51,763 +7%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$35.1M +$9.38M +203,467 +36%
PS
103
Principal Securities
Iowa
$35.1M +$6.73M +145,938 +24%
PFG
104
PAX Financial Group
Texas
$33.9M +$8.36M +181,304 +33%
LWMI
105
Landmark Wealth Management (Illinois)
Illinois
$33.6M +$2.24M +48,614 +7%
AFG
106
Atomi Financial Group
New York
$33.3M +$4.03M +87,391 +14%
CAL
107
Capital Analysts LLC
Pennsylvania
$33M +$11.7M +253,113 +55%
WIA
108
World Investment Advisors
California
$32.7M +$4.49M +97,456 +16%
RIA
109
Regal Investment Advisors
Michigan
$32.3M +$9.51M +206,204 +42%
DWM
110
Diversify Wealth Management
Utah
$30.7M +$8.21M +178,131 +36%
DAS
111
Diversify Advisory Services
Utah
$30.7M +$31.1M +673,999 New
SA
112
Skyline Advisors
Washington
$30M +$4.25M +92,194 +17%
KFSC
113
Keystone Financial Services (Colorado)
Colorado
$29.5M +$6.81M +147,600 +30%
OWA
114
One Wealth Advisors
California
$28.7M +$11.8M +255,655 +70%
I
115
INVST
Indiana
$28.4M +$8.04M +174,282 +39%
CIA
116
Concurrent Investment Advisors
Florida
$28.1M +$7.9M +171,223 +39%
BHWM
117
Bay Harbor Wealth Management
Maryland
$27.1M +$5.87M +127,262 +28%
EFG
118
Elevated Financial Group
Indiana
$26M +$3.32M +72,051 +15%
BTI
119
Blue Trust Inc
Georgia
$25.7M +$3.42M +74,095 +15%
Corient Private Wealth
120
Corient Private Wealth
Florida
$25.5M -$1.1M -23,843 -4%
FFG
121
Frisch Financial Group
New York
$25.3M +$4.16M +90,236 +20%
HighTower Advisors
122
HighTower Advisors
Illinois
$25M +$2.56M +55,590 +11%
KW
123
KWB Wealth
California
$24.6M +$3.98M +86,245 +19%
MFG
124
Merit Financial Group
Georgia
$22.7M +$3.48M +75,364 +18%
Creative Planning
125
Creative Planning
Kansas
$22.7M +$971K +21,064 +4%