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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Summit Wealth Partners
Florida
$11.5M +$1.29M +28,317 +13%
CA
152
Claro Advisors
Massachusetts
$11.4M -$2.38M -52,173 -17%
MLA
153
My Legacy Advisors
Oregon
$11.4M -$372K -8,155 -3%
AR
154
Apeiron RIA
Texas
$11.1M -$2.81M -61,535 -20%
WIA
155
World Investment Advisors
California
$11M -$491K -10,753 -4%
WIM
156
WealthPlan Investment Management
Nebraska
$10.9M +$10.8M +236,764 New
GGS
157
Galvin Gaustad & Stein
Arizona
$10.9M +$197K +4,323 +2%
EL
158
EWA LLC
Pennsylvania
$10.8M +$1.52M +33,304 +17%
TWM
159
TSA Wealth Management
Texas
$10.6M -$284K -6,230 -3%
SFS
160
Security Financial Services
Indiana
$10.6M -$630K -13,807 -6%
CAG
161
Csenge Advisory Group
Florida
$10.5M +$116K +2,533 +1%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$10.4M -$2.22M -48,645 -18%
RA
163
RFG Advisory
Alabama
$9.93M -$2.78M -60,989 -22%
KG
164
Kilter Group
New York
$9.89M +$837K +18,347 +9%
OWM
165
Orgel Wealth Management
Wisconsin
$9.45M -$592K -12,981 -6%
OWCM
166
One Wealth Capital Management
Arizona
$9.44M -$153K -3,360 -2%
MFA
167
Mayflower Financial Advisors
Massachusetts
$9.18M -$1.24M -27,120 -12%
AWM
168
Apollon Wealth Management
South Carolina
$8.95M -$630K -13,799 -7%
FRA
169
FFG Retirement Advisors
Colorado
$8.92M -$3.53M -77,379 -29%
FA
170
Fedenia Advisers
Wisconsin
$8.86M -$2.44M -53,486 -22%
RCS
171
Retirement Capital Strategies
California
$8.76M -$576K -12,620 -6%
TSWM
172
Triangle Securities Wealth Management
North Carolina
$8.7M +$2.83K +62 +0%
BWMG
173
Barnes Wealth Management Group
California
$8.4M -$160K -3,507 -2%
SL
174
Sentinus LLC
Illinois
$8.34M -$783K -17,152 -9%
TWM
175
Tanager Wealth Management
United Kingdom
$8.3M +$8.19M +179,488 New