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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$40K – – –
APA
102
American Portfolios Advisors
New York
$36.9K – – –
GWM
103
Geneos Wealth Management
Colorado
$30K – – –
CAC
104
Certified Advisory Corp
Florida
$28K – – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
IA
106
IFP Advisors
Florida
$16K -$95.9K -1,927 -86%
CFGS
107
Concourse Financial Group Securities
Alabama
$15K – – –
GSWM
108
Golden State Wealth Management
California
$14K +$14K +281 New
SMFS
109
Squar Milner Financial Services
California
$12K – – –
RFA
110
Reilly Financial Advisors
California
$11K – – –
LPWM
111
Lake Point Wealth Management
Texas
$11K +$10.3K +207 New
FCA
112
FinTrust Capital Advisors
South Carolina
$6K – – –
Lazard Asset Management
113
Lazard Asset Management
New York
$6K – – –
TL
114
TrueWealth LLC
Georgia
$6K +$50 +1 +0.9%
SBL
115
Sargent Bickham Lagudis
Colorado
$6K +$6.12K +123 New
TRCT
116
Tower Research Capital (TRC)
New York
$1K -$249 -5 -21%
FTUS
117
Flow Traders U.S.
New York
– -$5.33M -108,202 Closed
NFG
118
Next Financial Group
Texas
– -$3.21M -65,214 Closed
BCA
119
Biltmore Capital Advisors
New Jersey
– -$2.36M -47,936 Closed
QCM
120
Quest Capital Management
Texas
– -$1.97M -39,903 Closed
SQA
121
Simon Quick Advisors
New Jersey
– -$869K -17,649 Closed
Bank of New York Mellon
122
Bank of New York Mellon
New York
– -$746K -15,155 Closed
RJT
123
Raymond James Trust
Florida
– -$650K -13,200 Closed
GFP
124
Gryphon Financial Partners
Ohio
– -$582K -11,828 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
– -$227K -4,606 Closed