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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Alliance
New York
$14.1M +$504K +11,004 +4%
OWA
102
One Wealth Advisors
California
$13.5M +$1.75M +38,269 +15%
FFA
103
Farther Finance Advisors
California
$13.3M +$5.26M +114,952 +65%
9WM
104
9258 Wealth Management
Ohio
$13.3M +$1.74M +37,932 +15%
CC
105
Copperleaf Capital
North Carolina
$12.7M +$1.58M +34,447 +14%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$12.6M -$3.79M -82,774 -23%
DE
107
Day & Ennis
Georgia
$12.6M +$1.16M +25,294 +10%
RIA
108
Regal Investment Advisors
Michigan
$12.4M +$218K +4,757 +2%
SWM
109
Spire Wealth Management
Virginia
$12.2M -$223K -4,874 -2%
OWM
110
Opes Wealth Management
California
$12.1M +$2.74M +59,786 +29%
WI
111
Wintrust Investments
Illinois
$11.9M +$12M +261,594 New
SFS
112
Security Financial Services
Indiana
$11.7M +$1.54M +33,616 +15%
WWA
113
WCG Wealth Advisors
Nevada
$11.5M +$11.6M +252,792 New
SB
114
Strategic Blueprint
Georgia
$11.2M +$2.28M +49,865 +25%
VNA
115
Valley National Advisers
Pennsylvania
$11.2M +$2.04M +44,498 +22%
SSWM
116
Smith Salley Wealth Management
North Carolina
$11M +$555K +12,135 +5%
FRA
117
FFG Retirement Advisors
Colorado
$10.9M +$982K +21,469 +10%
TVAMP
118
Tennessee Valley Asset Management Partners
Tennessee
$10.8M +$10.8M +236,976 New
CWS
119
Cypress Wealth Services
California
$10.6M +$63.2K +1,382 +0.6%
MA
120
Mutual Advisors
Nebraska
$10.5M -$953K -20,817 -8%
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
$10.2M +$4.5M +98,235 +77%
KWS
122
Keystone Wealth Services
California
$9.92M +$2.07M +45,292 +26%
TWM
123
Tradition Wealth Management
Minnesota
$9.65M +$145K +3,161 +2%
FPCG
124
Forum Private Client Group
Indiana
$9.65M +$912K +19,925 +10%
PAG
125
Private Advisor Group
New Jersey
$9.58M +$1.4M +30,672 +17%