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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
Madison Wealth Partners
Wisconsin
$4.99M
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$4.98M -$43.4K -809 -0.9%
SF
103
Summit Financial
New Jersey
$4.97M +$122K +2,277 +2%
PRS
104
Pinkerton Retirement Specialists
Idaho
$4.96M +$372K +6,938 +8%
SFO
105
Stokes Family Office
Louisiana
$4.88M +$4.96M +92,505 New
WWM
106
Windsor Wealth Management
Indiana
$4.78M +$918K +17,126 +23%
C
107
Clearshares
New York
$4.67M +$4.74M +88,518 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$4.65M -$812K -15,148 -15%
ONST
109
Old North State Trust
North Carolina
$4.6M -$1.13M -21,084 -19%
TWM
110
Tradition Wealth Management
Minnesota
$4.59M +$4.67M +87,080 New
I
111
INVST
Indiana
$4.58M +$4.62M +86,299 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$4.52M +$3.93M +73,264 +591%
LWM
113
Liberty Wealth Management
California
$4.46M
HighTower Advisors
114
HighTower Advisors
Illinois
$4.36M +$4.45M +83,007 New
SLF
115
Sun Life Financial
Ontario, Canada
$4.17M -$1.76M -32,791 -29%
SXL
116
Summit X LLC
Missouri
$4.06M +$4.13M +77,159 New
TF
117
Trek Financial
Arizona
$3.98M +$4.05M +75,515 New
PWM
118
Perigon Wealth Management
California
$3.93M +$4M +74,552 New
CAM
119
Concorde Asset Management
Michigan
$3.73M +$3.79M +70,680 New
CA
120
Cetera Advisors
Colorado
$3.71M +$3.04M +56,820 +420%
ASN
121
Advisory Services Network
Georgia
$3.67M +$2.53M +47,244 +212%
TPA
122
Trivium Point Advisory
Connecticut
$3.62M +$2.16M +40,252 +142%
LW
123
Linscomb Wealth
Texas
$3.59M +$338K +6,305 +10%
PFM
124
Phillips Financial Management
Indiana
$3.51M +$129K +2,416 +4%
VWM
125
Venturi Wealth Management
Texas
$3.47M +$3.53M +65,787 New