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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
126
West Wealth Group
California
$21.6M +$1.85M +40,091 +9%
WWA
127
WCG Wealth Advisors
Nevada
$21.3M +$4.38M +95,080 +26%
SVWG
128
Shared Vision Wealth Group
United States
$21M +$2.75M +59,657 +15%
Goldman Sachs
129
Goldman Sachs
New York
$21M +$20.4M +442,790 +3,591%
SFO
130
Stokes Family Office
Louisiana
$20.2M -$6.32M -137,041 -24%
EWA
131
EP Wealth Advisors
California
$20.2M +$17M +369,418 +544%
SA
132
Sovran Advisors
California
$19.8M +$4.89M +106,023 +32%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$19.7M -$227K -4,913 -1%
EPW
134
Endeavor Private Wealth
Kansas
$19.4M +$5.1M +110,682 +36%
BOH
135
Bank of Hawaii
Hawaii
$19.3M +$543K +11,765 +3%
HPM
136
Hoxton Planning & Management
West Virginia
$19.3M +$4.07M +88,252 +27%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$19.3M +$15.3M +332,102 +385%
SW
138
Simplicity Wealth
New Jersey
$18.5M +$5.82M +126,182 +46%
AA
139
Ancora Advisors
Ohio
$18.5M +$4.84M +104,938 +36%
HI
140
Harbour Investments
Wisconsin
$18.3M +$1.76M +38,244 +11%
CA
141
Claro Advisors
Massachusetts
$18.1M +$2.35M +51,055 +15%
SWP
142
Summit Wealth Partners
Florida
$17.4M +$1.82M +39,552 +12%
5W
143
5T Wealth
California
$17.2M +$557K +12,080 +3%
FLA
144
Financial Life Advisors
Texas
$17.1M +$5.19M +112,578 +44%
VNA
145
Valley National Advisers
Pennsylvania
$16.7M +$366K +7,946 +2%
GWP
146
Gateway Wealth Partners
Wisconsin
$16.5M -$6.33M -137,318 -28%
FPCG
147
Forum Private Client Group
Indiana
$16.4M +$438K +9,497 +3%
LPAM
148
Lodestar Private Asset Management
California
$16.4M +$1.73M +37,521 +12%
FCM
149
Firestone Capital Management
Florida
$16.4M +$123K +2,666 +0.8%
KG
150
Kilter Group
New York
$16.2M +$7.6M +164,773 +89%