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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
101
Trivium Point Advisory
Connecticut
$1.53M +$145K +2,670 +10%
WANY
102
Wealthspire Advisors (New York)
New York
$1.51M +$1.51M +27,708 New
JAG
103
Journey Advisory Group
Kentucky
$1.43M +$1.42M +26,170 New
SS
104
Simplicity Solutions
Minnesota
$1.39M -$32.8K -604 -2%
AA
105
Ancora Advisors
Ohio
$1.38M +$1.32M +24,232 +2,366%
Deutsche Bank
106
Deutsche Bank
Germany
$1.36M -$116K -2,128 -8%
KWM
107
Kingsview Wealth Management
Oregon
$1.33M -$263K -4,834 -17%
MSAM
108
Moloney Securities Asset Management
Missouri
$1.29M -$299K -5,498 -19%
TFS
109
Thoroughbred Financial Services
Tennessee
$1.26M +$10.7K +197 +0.9%
ASN
110
Advisory Services Network
Georgia
$1.22M -$402K -7,407 -25%
EP
111
Eudaimonia Partners
Tennessee
$1.18M +$42.3K +779 +4%
MWM
112
MBE Wealth Management
Wisconsin
$1.16M +$10.1K +186 +0.9%
RPWA
113
Regent Peak Wealth Advisors
Georgia
$1.11M +$301K +5,540 +38%
PCM
114
Parsons Capital Management
Rhode Island
$1.09M +$52K +958 +5%
LRIA
115
Leonard Rickey Investment Advisors
Washington
$1.08M +$247K +4,554 +30%
FWP
116
FAS Wealth Partners
Kansas
$1.08M +$18.2K +335 +2%
HIP
117
HUB Investment Partners
Texas
$1.07M +$1.07M +19,609 New
AWE
118
Avidian Wealth Enterprises
Texas
$1.05M -$364K -6,699 -26%
PIMG
119
Patriot Investment Management Group
Tennessee
$1.04M -$1.15M -21,149 -53%
AWM
120
AE Wealth Management
Kansas
$963K -$22.5K -415 -2%
CFN
121
Cordasco Financial Network
Florida
$951K -$104K -1,920 -10%
JG
122
Jefferies Group
New York
$902K +$898K +16,529 New
VAM
123
Verity Asset Management
North Carolina
$879K +$65.6K +1,207 +8%
RC
124
RegentAtlantic Capital
New Jersey
$864K -$10.1K -185 -1%
CWA
125
Centennial Wealth Advisory
Michigan
$844K +$840K +15,463 New