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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
176
Private Portfolio Partners
New Jersey
$317K +$14.5K +267 +5%
FPS
177
Fieldpoint Private Securities
Connecticut
$301K +$299K +5,508 New
LWM
178
Laidlaw Wealth Management
New York
$294K +$292K +5,384 New
AAS
179
Avantax Advisory Services
Texas
$290K -$333K -6,136 -54%
IA
180
IFG Advisory
Georgia
$289K -$37.2K -684 -11%
SFS
181
Sowell Financial Services
Arkansas
$289K +$70.5K +1,297 +32%
BFA
182
Beaumont Financial Advisors
Massachusetts
$276K
APA
183
American Portfolios Advisors
New York
$274K +$242K +4,447 +767%
SWP
184
Stratos Wealth Partners
Ohio
$271K +$42.3K +778 +19%
KM
185
Kalos Management
Georgia
$264K +$265K +4,885 New
WI
186
WBI Investments
New Jersey
$251K +$250K +4,602 New
SPC
187
Sigma Planning Corp
Michigan
$244K -$303K -5,586 -56%
AF
188
Advisornet Financial
Minnesota
$240K -$94.6K -1,742 -28%
IA
189
IFP Advisors
Florida
$233K -$13.1K -241 -5%
NA
190
NewEdge Advisors
Louisiana
$223K +$5.6K +103 +3%
FAIM
191
Financial Advocates Investment Management
Washington
$208K -$66.5K -1,225 -27%
SWA
192
Stratos Wealth Advisors
Ohio
$208K +$207K +3,819 New
GSWM
193
Golden State Wealth Management
California
$207K +$206K +3,786 New
BSSFA
194
Baron Silver Stevens Financial Advisors
Florida
$204K +$203K +3,738 New
GWM
195
Geneos Wealth Management
Colorado
$198K +$73K +1,343 +55%
CTFG
196
Capstone Triton Financial Group
Oklahoma
$179K +$178K +3,277 New
FMP
197
Financial Management Professionals
Texas
$177K
PB
198
Pinnacle Bancorp
Nebraska
$171K +$3.53K +65 +2%
RIM
199
Rockbridge Investment Management
New York
$115K +$7.28K +134 +7%
WIM
200
Westside Investment Management
California
$113K +$136K +2,507 +3%