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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$17K
SFSIG
177
San Francisco Sentry Investment Group
California
$17K
GRP
178
Global Retirement Partners
California
$16K
CWM
179
Cranbrook Wealth Management
Michigan
$15K
CAL
180
Capital Analysts LLC
Pennsylvania
$10K -$10K -187 -50%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$10K
RFA
182
Reilly Financial Advisors
California
$10K
SBL
183
Sargent Bickham Lagudis
Colorado
$7K +$54 +1 +0.8%
TL
184
TrueWealth LLC
Georgia
$6K +$54 +1 +0.9%
SPIA
185
Steward Partners Investment Advisory
New York
$5K
AWA
186
Arkadios Wealth Advisors
Georgia
$4.15K
TCM
187
Tradewinds Capital Management
Washington
$3K -$2.68K -50 -48%
CAAS
188
Capital Asset Advisory Services
Michigan
$3K
OPS
189
Orion Portfolio Solutions
Nebraska
$1K -$4.18K -78 -85%
LAS
190
Lloyd Advisory Services
Georgia
$1K -$214 -4 -24%
SSB
191
Sandy Spring Bank
Maryland
$1K +$965 +18 New
JP Morgan Chase
192
JP Morgan Chase
New York
$1K +$1.29K +24 New
WP
193
WealthSource Partners
California
-$2.33M -44,463 Closed
GIA
194
Gladstone Institutional Advisory
Florida
-$1.42M -26,987 Closed
AI
195
Atria Investments
North Carolina
-$607K -11,557 Closed
BAC
196
Boys Arnold & Co
North Carolina
-$356K -6,772 Closed
WANY
197
Wealthspire Advisors (New York)
New York
-$354K -6,746 Closed
TSS
198
Two Sigma Securities
New York
-$314K -5,977 Closed
CIBC World Market
199
CIBC World Market
Ontario, Canada
-$234K -4,450 Closed
MA
200
Mutual Advisors
Nebraska
-$221K -4,208 Closed