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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Maripau Wealth Management
Indiana
$3.89M +$309K +6,902 +9%
RSWM
177
Robertson Stephens Wealth Management
California
$3.86M +$1.78M +39,777 +86%
WWM
178
Windsor Wealth Management
Indiana
$3.8M -$276K -6,170 -7%
FWP
179
Firethorn Wealth Partners
Georgia
$3.77M +$838K +18,732 +29%
TSA
180
Tri-Star Advisors
Texas
$3.62M +$2.58M +57,740 +281%
RW
181
Regimen Wealth
Georgia
$3.61M +$3.6M +80,459 New
PFM
182
Phillips Financial Management
Indiana
$3.47M -$15.2K -340 -0.4%
GGS
183
Galvin Gaustad & Stein
Arizona
$3.38M +$445K +9,947 +15%
WFAG
184
Worth Financial Advisory Group
North Carolina
$3.38M +$3.36M +75,179 New
AT
185
American Trust
Kentucky
$3.33M +$653K +14,601 +25%
TCA
186
Transcend Capital Advisors
New Jersey
$3.33M +$557K +12,448 +20%
CPG
187
Cornerstone Planning Group
New Jersey
$3.19M +$3.07M +68,653 New
AR
188
Apeiron RIA
Texas
$3.17M -$1.06M -23,645 -25%
BFG
189
Buttonwood Financial Group
Missouri
$3.15M +$94.5K +2,112 +3%
VAS
190
Vestmark Advisory Solutions
Massachusetts
$3.15M +$482K +10,785 +18%
SWP
191
Summit Wealth Partners
Florida
$3.12M -$252K -5,644 -8%
KFP
192
KMG Fiduciary Partners
Ohio
$3.06M +$3.04M +68,056 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$3.01M +$3M +67,013 New
AF
194
Advisornet Financial
Minnesota
$2.85M +$319K +7,139 +13%
HI
195
Harbour Investments
Wisconsin
$2.83M +$849K +18,979 +43%
RFP
196
RCS Financial Planning
Maryland
$2.79M +$2.78M +62,077 New
LF
197
Lantz Financial
Illinois
$2.7M +$255K +5,709 +11%
EWA
198
Evolution Wealth Advisors
Florida
$2.68M
CG
199
CFO4Life Group
Texas
$2.67M -$1.34M -29,901 -33%
C
200
CFO4Life
Texas
$2.67M +$2.66M +59,372 New