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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$6.16M +$1.69M +33,243 +37%
MIAN
127
Mariner Independent Advisor Network
Kansas
$6.15M +$2.93M +57,397 +86%
I
128
INVST
Indiana
$6.15M -$598K -11,733 -8%
SWM
129
Scissortail Wealth Management
Oklahoma
$5.91M +$1.21M +23,665 +23%
TF
130
Trek Financial
Arizona
$5.71M +$478K +9,380 +9%
LPP
131
Life Planning Partners
Florida
$5.68M +$101K +1,980 +2%
PPP
132
Private Portfolio Partners
New Jersey
$5.61M +$1.5M +29,399 +35%
IWP
133
Insight Wealth Partners
Texas
$5.57M -$3.56M -69,859 -38%
CWA
134
Clearview Wealth Advisors
Oregon
$5.49M +$1.16M +22,704 +26%
SL
135
SWMG LLC
Texas
$5.32M +$1.04M +20,393 +23%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$5.31M -$9.79K -192 -0.2%
ASN
137
Advisory Services Network
Georgia
$5.3M +$725K +14,227 +15%
SXL
138
Summit X LLC
Missouri
$5.27M +$429K +8,417 +9%
AT
139
American Trust
Kentucky
$5.21M +$5.35M +104,994 New
IA
140
IFP Advisors
Florida
$5.14M +$2.88M +56,592 +119%
WA
141
Wealthstar Advisors
Texas
$5.09M -$29K -570 -0.6%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$5.04M +$2.47M +48,456 +85%
WWM
143
Windsor Wealth Management
Indiana
$5.03M +$2.9K +57 +0.1%
RFM
144
Royal Fund Management
Florida
$4.69M +$582K +11,424 +14%
RSWM
145
Robertson Stephens Wealth Management
California
$4.39M +$821K +16,117 +22%
SF
146
Summit Financial
New Jersey
$4.35M -$1.29M -25,262 -22%
NCM
147
Northwest Capital Management
Oregon
$4.33M +$732K +14,371 +20%
VWM
148
Venturi Wealth Management
Texas
$4.29M +$1.14M +22,431 +35%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$4.27M +$2.96M +58,119 +208%
SCA
150
Snowden Capital Advisors
New York
$4.25M +$480K +9,415 +12%