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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
$26M +$3.9M +83,678 +17%
SA
102
Skyline Advisors
Washington
$25.8M +$2.74M +58,761 +12%
Legacy Financial Group (Iowa)
103
Legacy Financial Group (Iowa)
Iowa
$25.8M +$1.15M +24,667 +5%
PFG
104
PAX Financial Group
Texas
$25.6M +$998K +21,407 +4%
MWM
105
Modern Wealth Management
Kansas
$25.4M +$7.37M +158,146 +40%
Cerity Partners
106
Cerity Partners
New York
$25M +$22.6M +484,313 +847%
DWM
107
Diversify Wealth Management
Utah
$22.9M +$10.3M +221,621 +81%
GWP
108
Gateway Wealth Partners
Wisconsin
$22.9M +$15.7M +337,770 +215%
RIA
109
Regal Investment Advisors
Michigan
$22.8M +$2.05M +43,940 +10%
KFSC
110
Keystone Financial Services (Colorado)
Colorado
$22.8M -$263K -5,636 -1%
EFG
111
Elevated Financial Group
Indiana
$22.7M +$2.52M +54,134 +12%
HighTower Advisors
112
HighTower Advisors
Illinois
$22.5M +$2.25M +48,293 +11%
BTI
113
Blue Trust Inc
Georgia
$22.3M -$207K -4,449 -0.9%
Creative Planning
114
Creative Planning
Kansas
$21.7M +$13.5M +289,869 +161%
CAL
115
Capital Analysts LLC
Pennsylvania
$21.4M +$3.37M +72,392 +19%
BHWM
116
Bay Harbor Wealth Management
Maryland
$21.3M +$634K +13,604 +3%
FFG
117
Frisch Financial Group
New York
$21.1M +$10.3M +220,660 +93%
KW
118
KWB Wealth
California
$20.8M -$402K -8,632 -2%
I
119
INVST
Indiana
$20.4M -$568K -12,184 -3%
AR
120
Apeiron RIA
Texas
$20.4M -$410K -8,796 -2%
CIA
121
Concurrent Investment Advisors
Florida
$20.2M +$4.51M +96,768 +28%
VAS
122
Vestmark Advisory Solutions
Massachusetts
$20M +$16M +342,500 +381%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$19.8M +$2.87M +61,664 +17%
WWG
124
West Wealth Group
California
$19.8M +$1.15M +24,648 +6%
MFG
125
Merit Financial Group
Georgia
$19.2M -$4.15M -88,967 -18%