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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
151
Rockbridge Investment Management
New York
$217K +$214K +4,000 New
KA
152
Kovack Advisors
Florida
$206K +$203K +3,786 New
WIM
153
Westside Investment Management
California
$189K +$48.2K +900 +1%
FMP
154
Financial Management Professionals
Texas
$176K +$89.5K +1,670 +106%
LFG
155
LifePlan Financial Group
Ohio
$169K
SFS
156
Sowell Financial Services
Arkansas
$163K +$19.1K +356 +13%
GWM
157
Geneos Wealth Management
Colorado
$147K +$1.45K +27 +1%
PB
158
Pinnacle Bancorp
Nebraska
$121K
EK
159
Evensky & Katz
Florida
$117K +$214 +4 +0.2%
FHA
160
Flagship Harbor Advisors
Massachusetts
$106K +$21.4K +400 +26%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$97K +$95.7K +1,786 New
TPCW
162
TD Private Client Wealth
New York
$84.4K +$83.2K +1,553 New
PA
163
Parallel Advisors
California
$84K
GAM
164
Gemmer Asset Management
California
$79K
JFA
165
JNBA Financial Advisors
Minnesota
$62K
WCG
166
Weaver Consulting Group
California
$60K
AA
167
Ancora Advisors
Ohio
$56K
ADL
168
Asset Dedication LLC
California
$45K +$44.2K +824 New
AWM
169
Avior Wealth Management
Nebraska
$40K +$40.2K +750 New
APA
170
American Portfolios Advisors
New York
$35.5K
BL
171
Balentine LLC
Georgia
$25K +$161 +3 +0.6%
FPB
172
First PREMIER Bank
South Dakota
$25K +$25.1K +468 New
HIA
173
Harbor Investment Advisory
Maryland
$24K
PA
174
Procyon Advisors
Connecticut
$24K
CA
175
Clearstead Advisors
Ohio
$18K