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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$4.74M +$1.01M +19,041 +27%
Truist Financial
127
Truist Financial
North Carolina
$4.58M -$1.95M -36,783 -30%
CAM
128
Concorde Asset Management
Michigan
$4.49M +$705K +13,273 +19%
C1AG
129
Client 1st Advisory Group
Florida
$4.44M +$4.41M +83,000 New
CCFM
130
Clear Creek Financial Management
Washington
$3.97M +$2.04M +38,395 +107%
ONST
131
Old North State Trust
North Carolina
$3.96M -$706K -13,287 -15%
LW
132
Linscomb Wealth
Texas
$3.94M +$293K +5,514 +8%
SCA
133
Snowden Capital Advisors
New York
$3.9M +$1.09M +20,552 +39%
RIA
134
Regal Investment Advisors
Michigan
$3.84M +$3.81M +71,743 New
PPP
135
Private Portfolio Partners
New Jersey
$3.82M +$638K +12,013 +20%
AA
136
Ancora Advisors
Ohio
$3.78M +$327K +6,162 +10%
PFM
137
Phillips Financial Management
Indiana
$3.78M +$213K +4,012 +6%
VWM
138
Venturi Wealth Management
Texas
$3.75M +$225K +4,244 +6%
CWS
139
Cypress Wealth Services
California
$3.61M -$1.85M -34,911 -34%
C
140
Clearshares
New York
$3.52M -$1.21M -22,707 -26%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$3.43M +$1.04M +19,566 +44%
RFM
142
Royal Fund Management
Florida
$3.27M +$577K +10,867 +22%
AAS
143
Avantax Advisory Services
Texas
$3.08M +$1.66M +31,252 +118%
KPWG
144
KFA Private Wealth Group
Virginia
$3.05M +$119K +2,233 +4%
WA
145
Wealth Alliance
New York
$3.02M +$1.76M +33,064 +142%
WANY
146
Wealthspire Advisors (New York)
New York
$2.95M +$485K +9,122 +20%
CWA
147
Clearview Wealth Advisors
Oregon
$2.94M +$2.92M +54,981 New
TPWA
148
TRUE Private Wealth Advisors
Oregon
$2.87M +$1.36M +25,661 +91%
NFP
149
Novak Financial Planning
Maryland
$2.85M -$1.43K -27 -0.1%
ARG
150
Advisory Resource Group
Oklahoma
$2.83M -$683K -12,862 -20%