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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Private Capital Management (Colorado)
Colorado
$1.23M +$906K +16,911 +263%
WA
177
Wealth Alliance
New York
$1.23M +$1.25M +23,306 New
PAM
178
Peak Asset Management
Colorado
$1.2M +$1.22M +22,674 New
FHA
179
First Horizon Advisors
Tennessee
$1.16M +$1.18M +21,980 New
IWS
180
Insight Wealth Strategies
California
$1.16M +$1.18M +21,955 New
CFG
181
Cooper Financial Group
California
$1.14M +$1.16M +21,637 New
LRIA
182
Leonard Rickey Investment Advisors
Washington
$1.14M +$91.6K +1,709 +9%
EP
183
Eudaimonia Partners
Tennessee
$1.11M -$33.7K -628 -3%
HIM
184
Hanlon Investment Management
New Jersey
$1.1M +$1.12M +20,935 New
SWA
185
Stratos Wealth Advisors
Ohio
$1.08M +$889K +16,595 +435%
TFS
186
Thoroughbred Financial Services
Tennessee
$1.07M -$157K -2,933 -13%
KFS
187
Kelly Financial Services
Massachusetts
$1.03M +$1.04M +19,446 New
FCA
188
FinTrust Capital Advisors
South Carolina
$1.01M +$1.03M +19,230 New
MWM
189
MBE Wealth Management
Wisconsin
$1.01M -$112K -2,088 -10%
FWP
190
FAS Wealth Partners
Kansas
$1.01M -$37.3K -696 -4%
CL
191
CPWM LLC
Washington
$1M +$1.02M +18,950 New
TCA
192
Transcend Capital Advisors
New Jersey
$971K +$989K +18,459 New
VAM
193
Verity Asset Management
North Carolina
$968K +$121K +2,251 +14%
IF
194
Intrua Financial
Texas
$965K +$975K +18,196 New
TI
195
tru Independence
Oregon
$964K +$978K +18,252 New
RSWM
196
Robertson Stephens Wealth Management
California
$950K +$965K +18,015 New
JP Morgan Chase
197
JP Morgan Chase
New York
$945K +$945K +17,627 +6,364%
MBT
198
Montecito Bank & Trust
California
$934K +$949K +17,708 New
CFN
199
Cordasco Financial Network
Florida
$920K
CPWM
200
Cardinal Point Wealth Management
California
$918K +$161K +3,000 +21%