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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
$13.1M +$6.44M +141,465 +97%
SFS
127
Security Financial Services
Indiana
$13M +$2.5M +55,015 +24%
WP
128
WealthShield Partners
North Carolina
$13M +$3.17M +69,728 +32%
DADC
129
D.A. Davidson & Co
Montana
$12.5M -$3.6M -79,030 -22%
TIA
130
Tiemann Investment Advisors
California
$12.2M +$846K +18,590 +7%
MA
131
Mutual Advisors
Nebraska
$12.2M +$817K +17,941 +7%
MLA
132
My Legacy Advisors
Oregon
$12.1M +$3.84M +84,323 +47%
CWM
133
Centurion Wealth Management
Virginia
$12M +$3.04M +66,746 +34%
AR
134
Apeiron RIA
Texas
$11.8M +$4.22M +92,636 +56%
FPCG
135
Forum Private Client Group
Indiana
$11.7M +$688K +15,112 +6%
SWA
136
Stratos Wealth Advisors
Ohio
$11.6M +$3.62M +79,622 +46%
OC
137
Oarsman Capital
Wisconsin
$11.5M +$1.3M +28,587 +13%
DAS
138
Diversify Advisory Services
Utah
$11.3M +$11.4M +251,248 New
SL
139
Sentinus LLC
Illinois
$11.3M +$11.3M +247,880 New
PA
140
PFG Advisors
Arizona
$11.1M +$185K +4,063 +2%
AFG
141
Atomi Financial Group
New York
$10.9M +$10.9M +239,358 New
FRA
142
FFG Retirement Advisors
Colorado
$10.7M +$3.65M +80,174 +52%
FHA
143
First Horizon Advisors
Tennessee
$10.6M +$4.89M +107,457 +85%
LRIA
144
Leonard Rickey Investment Advisors
Washington
$10.6M +$8.73M +191,864 +465%
SFS
145
Sowell Financial Services
Arkansas
$10.4M +$1.17M +25,703 +13%
OWM
146
Orgel Wealth Management
Wisconsin
$10.3M -$250K -5,484 -2%
TC
147
TownSquare Capital
Utah
$10.3M +$5.46M +120,003 +113%
SSWM
148
Smith Salley Wealth Management
North Carolina
$10.3M -$1.29M -28,252 -11%
LNC
149
Lincoln National Corp
Pennsylvania
$9.92M +$4.04M +88,671 +69%
OWMIAS
150
One Wealth Management Investment & Advisory Services
Florida
$9.84M +$5.1M +111,968 +108%