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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$24.6M +$1.29M +27,563 +6%
MFG
102
Merit Financial Group
Georgia
$23.5M +$9M +192,575 +62%
SA
103
Skyline Advisors
Washington
$23.3M +$1.18M +25,146 +5%
KFSC
104
Keystone Financial Services (Colorado)
Colorado
$23.2M -$3.02M -64,634 -11%
BTI
105
Blue Trust Inc
Georgia
$22.7M -$2.96M -63,344 -11%
APW
106
Austin Private Wealth
Texas
$22.5M +$809K +17,314 +4%
WA
107
Wealth Alliance
New York
$22.3M +$1.54M +33,003 +7%
CAS
108
Coppell Advisory Solutions
Texas
$21.4M +$2.59M +55,448 +14%
KW
109
KWB Wealth
California
$21.2M -$1.56M -33,323 -7%
SWM
110
Spire Wealth Management
Virginia
$21.1M -$620K -13,256 -3%
I
111
INVST
Indiana
$21.1M -$1.86M -39,740 -8%
AR
112
Apeiron RIA
Texas
$20.9M +$10.4M +222,639 +98%
RIA
113
Regal Investment Advisors
Michigan
$20.9M +$2.8M +59,972 +15%
BHWM
114
Bay Harbor Wealth Management
Maryland
$20.8M -$41.6K -891 -0.2%
HighTower Advisors
115
HighTower Advisors
Illinois
$20.4M +$1.23M +26,241 +6%
EFG
116
Elevated Financial Group
Indiana
$20.3M +$20.4M +437,193 New
BOH
117
Bank of Hawaii
Hawaii
$19M -$685K -14,644 -3%
WWG
118
West Wealth Group
California
$18.8M +$1.09M +23,279 +6%
SVWG
119
Shared Vision Wealth Group
United States
$18.5M -$170K -3,627 -0.9%
MWM
120
Modern Wealth Management
Kansas
$18.3M +$5.23M +111,953 +40%
CAL
121
Capital Analysts LLC
Pennsylvania
$18.2M -$528K -11,305 -3%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$17.5M +$5.81M +124,206 +49%
PA
123
PFG Advisors
Arizona
$17.4M +$2.61M +55,880 +18%
VNA
124
Valley National Advisers
Pennsylvania
$17.3M +$11M +234,452 +170%
CIAS
125
CFS Investment Advisory Services
New Jersey
$17.2M -$287K -6,134 -2%