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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
$2.74M +$137K +2,943 +5%
LW
177
Linscomb Wealth
Texas
$2.71M -$1.12K -24 -0%
EWA
178
Evolution Wealth Advisors
Florida
$2.65M +$2.78M +59,603 New
AT
179
American Trust
Kentucky
$2.65M -$1.19M -25,401 -30%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$2.64M -$1.92M -41,118 -41%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$2.56M +$134K +2,878 +5%
AF
182
Advisornet Financial
Minnesota
$2.51M -$267K -5,731 -9%
LF
183
Lantz Financial
Illinois
$2.42M +$115K +2,469 +5%
KPWG
184
KFA Private Wealth Group
Virginia
$2.41M -$222K -4,749 -8%
MFA
185
Mayflower Financial Advisors
Massachusetts
$2.3M +$906K +19,410 +60%
FLA
186
Financial Life Advisors
Texas
$2.27M +$2.38M +51,006 New
WWP
187
WR Wealth Planners
Missouri
$2.25M -$83.6K -1,792 -3%
ONST
188
Old North State Trust
North Carolina
$2.22M +$2.32M +49,743 +99,486%
AWM
189
Alterna Wealth Management
Texas
$2.17M -$938K -20,115 -29%
HIM
190
Hanlon Investment Management
New Jersey
$2.15M +$86.3K +1,849 +4%
GRP
191
Global Retirement Partners
California
$2.13M +$204K +4,363 +10%
LWAC
192
Laurel Wealth Advisors (California)
California
$2.13M -$115K -2,459 -5%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$2.11M +$88.9K +1,906 +4%
JP Morgan Chase
194
JP Morgan Chase
New York
$2.08M -$1.81M -38,865 -45%
Comerica Bank
195
Comerica Bank
Texas
$2.06M -$51.2K -1,097 -2%
HI
196
Harbour Investments
Wisconsin
$2.06M – – –
RSWM
197
Robertson Stephens Wealth Management
California
$2.05M -$837K -17,934 -28%
F
198
F3Logic
Minnesota
$2.05M +$37.7K +809 +2%
AA
199
Ancora Advisors
Ohio
$2.03M +$136K +2,919 +7%
SP
200
Successful Portfolios
Florida
$2.03M +$652K +13,983 +44%