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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
101
Smith Salley Wealth Management
North Carolina
$7.16M +$5.25M +98,812 +282%
FFA
102
Fragasso Financial Advisors
Pennsylvania
$7.14M +$181K +3,406 +3%
RA
103
RFG Advisory
Alabama
$7.06M +$1.48M +27,907 +27%
HIM
104
HawsGoodwin Investment Management
Tennessee
$7.01M -$412K -7,750 -6%
LWM
105
Liberty Wealth Management
California
$6.89M +$2.47M +46,470 +56%
CP
106
Capital Planning
Washington
$6.63M -$3.04M -57,263 -32%
AWE
107
Avidian Wealth Enterprises
Texas
$6.37M +$4.08M +76,853 +182%
F
108
F3Logic
Minnesota
$6.21M +$3.37M +63,453 +121%
TWM
109
Tradition Wealth Management
Minnesota
$6.14M +$1.47M +27,747 +32%
SWA
110
Stratos Wealth Advisors
Ohio
$5.96M +$4.83M +91,021 +446%
PWM
111
Perigon Wealth Management
California
$5.94M +$1.94M +36,560 +49%
SF
112
Summit Financial
New Jersey
$5.83M +$791K +14,886 +16%
IWC
113
Integrated Wealth Concepts
Massachusetts
$5.78M +$479K +9,018 +9%
TF
114
Trek Financial
Arizona
$5.62M +$1.57M +29,480 +39%
WA
115
Wealthstar Advisors
Texas
$5.56M +$5.52M +104,011 New
SL
116
SWMG LLC
Texas
$5.41M -$429K -8,079 -7%
P
117
Palladiem
Pennsylvania
$5.39M -$598K -11,259 -10%
HGWM
118
Horst & Graben Wealth Management
Oregon
$5.38M +$5.34M +100,508 New
I
119
INVST
Indiana
$5.33M +$685K +12,900 +15%
CA
120
Corrado Advisors
New Jersey
$5.1M -$1.28M -24,016 -20%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$5.09M +$2.95M +55,544 +140%
WWM
122
Windsor Wealth Management
Indiana
$4.96M +$113K +2,121 +2%
CA
123
Cetera Advisors
Colorado
$4.89M +$1.12M +21,095 +30%
SXL
124
Summit X LLC
Missouri
$4.77M +$643K +12,108 +16%
CAN
125
Cetera Advisor Networks
California
$4.75M -$12.6M -237,815 -73%