We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
101
Hoxton Planning & Management
West Virginia
$10.4M +$10.4M +231,696 New
PWM
102
Perigon Wealth Management
California
$10.4M +$2.01M +45,046 +24%
WA
103
Wealth Alliance
New York
$10.1M +$2.05M +45,787 +26%
SFS
104
Security Financial Services
Indiana
$9.88M -$488K -10,910 -5%
SSWM
105
Smith Salley Wealth Management
North Carolina
$9.84M +$329K +7,346 +3%
BOH
106
Bank of Hawaii
Hawaii
$9.83M +$9.79M +218,771 New
HPC
107
Hobart Private Capital
North Carolina
$9.25M -$64.9K -1,450 -0.7%
DE
108
Day & Ennis
Georgia
$8.93M -$2.93M -65,521 -25%
RIA
109
Regal Investment Advisors
Michigan
$8.81M +$2.43M +54,352 +38%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$8.78M +$700K +15,659 +9%
MA
111
Mutual Advisors
Nebraska
$8.34M -$3.28M -73,310 -28%
BFA
112
BMS Financial Advisors
South Dakota
$8.34M -$917K -20,502 -12%
VNA
113
Valley National Advisers
Pennsylvania
$8.33M +$4.82M +107,673 +147%
FPCG
114
Forum Private Client Group
Indiana
$8.21M +$223K +4,990 +3%
CWS
115
Cypress Wealth Services
California
$8.08M +$951K +21,256 +13%
Charles Schwab
116
Charles Schwab
California
$7.68M +$7.02M +156,906 +1,120%
KWS
117
Keystone Wealth Services
California
$7.58M +$823K +18,398 +12%
CWM
118
Centurion Wealth Management
Virginia
$7.51M +$7.48M +167,152 New
JJBC
119
James J. Burns & Company
New York
$7.51M -$879K -19,661 -11%
C1AG
120
Client 1st Advisory Group
Florida
$7.49M -$7.38K -165 -0.1%
NL
121
NWAM LLC
Washington
$7.2M -$2.37M -52,943 -25%
WWG
122
West Wealth Group
California
$7.12M +$1.17M +26,105 +20%
CC
123
Copperleaf Capital
North Carolina
$6.88M +$1.27M +28,410 +23%
SL
124
SWMG LLC
Texas
$6.6M +$2.02M +45,223 +44%
ARG
125
Advisory Resource Group
Oklahoma
$6.23M +$1.67M +37,308 +37%