We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$9.14M -$2.14M -41,961 -19%
BWP
102
Bernardo Wealth Planning
Pennsylvania
$9.1M +$1.36M +26,597 +17%
F
103
F3Logic
Minnesota
$9.1M +$2.93M +57,460 +45%
NL
104
NWAM LLC
Washington
$9.08M +$523K +10,256 +6%
AP
105
Agilis Partners
Massachusetts
$8.99M
KCM
106
Karp Capital Management
California
$8.84M -$3.16M -61,998 -26%
IWC
107
Integrated Wealth Concepts
Massachusetts
$8.59M +$1.59M +31,277 +22%
C1AG
108
Client 1st Advisory Group
Florida
$8.48M +$1.31M +25,647 +18%
AAS
109
Avantax Advisory Services
Texas
$8.24M +$3.01M +59,068 +55%
PFA
110
Pettinga Financial Advisors
Indiana
$7.76M +$2.94M +57,612 +58%
BA
111
Bivin & Associates
Oklahoma
$7.74M -$118K -2,322 -1%
OPS
112
Orion Portfolio Solutions
Nebraska
$7.63M +$3.59M +70,416 +84%
OWA
113
One Wealth Advisors
California
$7.53M +$843K +16,547 +12%
TWM
114
Tradition Wealth Management
Minnesota
$7.28M +$1.65M +32,471 +28%
MFG
115
Merit Financial Group
Georgia
$7.2M +$7.39M +144,988 New
FPCG
116
Forum Private Client Group
Indiana
$7.05M +$7.24M +142,059 New
CA
117
Cetera Advisors
Colorado
$7M +$1.52M +29,872 +27%
KWS
118
Keystone Wealth Services
California
$7M +$1.44M +28,217 +25%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$6.84M -$7.49M -146,967 -52%
PAG
120
Private Advisor Group
New Jersey
$6.64M -$2.55M -50,104 -27%
CP
121
Capital Planning
Washington
$6.53M +$280K +5,490 +4%
CAN
122
Cetera Advisor Networks
California
$6.45M +$2.08M +40,911 +46%
WA
123
Wealth Alliance
New York
$6.41M +$1.48M +29,015 +29%
CWG
124
Crown Wealth Group
North Carolina
$6.36M +$2.19M +42,984 +50%
APW
125
Austin Private Wealth
Texas
$6.32M +$1.13M +22,231 +21%