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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
151
Mount Yale Investment Advisors
Colorado
$2.03M +$2.06M +38,445 New
IFAM
152
Institutional & Family Asset Management
Colorado
$1.92M -$1.45M -27,077 -43%
CCFM
153
Clear Creek Financial Management
Washington
$1.89M -$5.15M -96,074 -73%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$1.85M +$1.42M +26,490 +307%
SSWM
155
Smith Salley Wealth Management
North Carolina
$1.85M +$1.88M +35,018 New
HIP
156
HUB Investment Partners
Texas
$1.78M +$754K +14,077 +72%
WPWM
157
Windward Private Wealth Management
Kansas
$1.77M +$1.48M +27,669 +469%
IA
158
IFP Advisors
Florida
$1.63M +$1.43M +26,739 +625%
CWM
159
Cahaba Wealth Management
Georgia
$1.61M +$2.95K +55 +0.2%
SP
160
Successful Portfolios
Florida
$1.54M +$1.57M +29,280 New
BFPW
161
BOK Financial Private Wealth
Colorado
$1.53M +$792K +14,788 +104%
PCG
162
Private Capital Group
Connecticut
$1.51M +$1.53M +28,560 New
CAG
163
Csenge Advisory Group
Florida
$1.49M +$1.51M +28,220 New
GM
164
GeoWealth Management
Illinois
$1.48M -$86.2K -1,609 -5%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$1.48M +$1.5M +28,057 New
JWCA
166
J.W. Cole Advisors
Florida
$1.45M -$103K -1,927 -7%
SFS
167
Sowell Financial Services
Arkansas
$1.44M +$1.16M +21,695 +410%
SPC
168
Sigma Planning Corp
Michigan
$1.43M +$1.21M +22,557 +504%
FWP
169
Firethorn Wealth Partners
Georgia
$1.4M +$1.42M +26,544 New
PCM
170
Parsons Capital Management
Rhode Island
$1.39M +$343K +6,393 +32%
AAS
171
Avantax Advisory Services
Texas
$1.39M +$1.13M +21,078 +398%
PJSIMP
172
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.37M -$143K -2,676 -9%
Millennium Management
173
Millennium Management
New York
$1.36M +$1.39M +25,862 New
JAG
174
Journey Advisory Group
Kentucky
$1.34M -$42.8K -799 -3%
T
175
TRUADVICE
Florida
$1.3M +$510K +9,508 +63%