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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Transcend Capital Advisors
New Jersey
$3.02M +$760K +14,911 +32%
ST
177
Spinnaker Trust
Maine
$2.95M -$44M -863,038 -94%
TPA
178
Trivium Point Advisory
Connecticut
$2.86M +$1.76M +34,486 +143%
GFPC
179
Global Financial Private Client
Florida
$2.81M +$886K +17,382 +44%
MBT
180
Montecito Bank & Trust
California
$2.79M -$1.07M -20,960 -27%
KPWG
181
KFA Private Wealth Group
Virginia
$2.77M -$107K -2,104 -4%
AWM
182
Alterna Wealth Management
Texas
$2.69M -$295K -5,795 -10%
WWP
183
WR Wealth Planners
Missouri
$2.6M +$2.67M +52,353 New
1WM
184
1900 Wealth Management
Texas
$2.54M -$1.82M -35,664 -41%
LF
185
Lantz Financial
Illinois
$2.52M +$738K +14,474 +40%
Comerica Bank
186
Comerica Bank
Texas
$2.45M -$593K -11,628 -19%
CAM
187
Concorde Asset Management
Michigan
$2.43M -$2.05M -40,147 -45%
SI
188
Stephens Inc
Arkansas
$2.41M -$51K -1,000 -2%
MWP
189
Meridian Wealth Partners
Pennsylvania
$2.38M +$2.45M +48,006 New
SWP
190
ShoreHaven Wealth Partners
New Jersey
$2.26M +$2.32M +45,497 New
AWM
191
Apollon Wealth Management
South Carolina
$2.19M +$71.1K +1,396 +3%
LW
192
Linscomb Wealth
Texas
$2.17M -$1.51M -29,548 -40%
RWA
193
RGT Wealth Advisors
Texas
$2.12M -$207K -4,053 -9%
LA
194
Latitude Advisors
Florida
$2.1M +$979K +19,208 +83%
USCWA
195
U.S. Capital Wealth Advisors
Texas
$2.08M +$95.5K +1,874 +5%
TAIM
196
TD Ameritrade Investment Management
Nebraska
$2.08M -$1.33M -26,000 -38%
AR
197
Apeiron RIA
Texas
$2.05M -$3.18M -62,418 -60%
MFGM
198
Marshall Financial Group (Maryland)
Maryland
$2M -$190K -3,732 -8%
AA
199
Ancora Advisors
Ohio
$1.99M -$573K -11,235 -22%
BWA
200
BlueSky Wealth Advisors
North Carolina
$1.96M -$7.95K -156 -0.4%