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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
Simplicity Wealth
New Jersey
$6.49M +$2.36M +52,755 +55%
WWG
152
West Wealth Group
California
$6.49M -$388K -8,685 -6%
GFA
153
Gallagher Fiduciary Advisors
Illinois
$6.37M +$96.7K +2,163 +2%
WIA
154
World Investment Advisors
California
$6.36M -$39.4K -881 -0.6%
TC
155
TownSquare Capital
Utah
$6.22M +$6.01M +134,421 +1,734%
PA
156
PFW Advisors
Georgia
$6.2M +$31.6K +706 +0.5%
CC
157
Copperleaf Capital
North Carolina
$6.03M -$6.35M -141,972 -51%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$5.97M +$6.11M +136,655 New
FHA
159
First Horizon Advisors
Tennessee
$5.88M -$207K -4,636 -3%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$5.77M -$179K -3,997 -3%
SCA
161
Snowden Capital Advisors
New York
$5.74M -$545K -12,199 -8%
TPWM
162
Twelve Points Wealth Management
Massachusetts
$5.65M -$1.13M -25,352 -16%
TPA
163
Trivium Point Advisory
Connecticut
$5.63M +$530K +11,866 +10%
TPWA
164
TRUE Private Wealth Advisors
Oregon
$5.59M +$639K +14,305 +13%
FFN
165
Focus Financial Network
Minnesota
$5.5M -$8.22K -184 -0.1%
SF
166
Summit Financial
New Jersey
$5.43M -$368K -8,236 -6%
TSWM
167
Triangle Securities Wealth Management
North Carolina
$5.4M +$1.88M +42,063 +52%
PWMG
168
Provence Wealth Management Group
California
$5.4M +$81.4K +1,822 +1%
LPAM
169
Lodestar Private Asset Management
California
$5.37M +$2.81M +62,777 +105%
KWS
170
Keystone Wealth Services
California
$5.24M -$4.39M -98,274 -45%
AWM
171
Apollon Wealth Management
South Carolina
$5.09M -$109K -2,446 -2%
WIM
172
Westside Investment Management
California
$5.04M -$38K -850 -0.7%
NCM
173
Northwest Capital Management
Oregon
$5.03M +$319K +7,144 +7%
1WM
174
1900 Wealth Management
Texas
$4.94M +$46.8K +1,047 +0.9%
RFP
175
RCS Financial Planning
Maryland
$4.92M +$1.22M +27,296 +32%