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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
$4.53M +$835K +18,237 +22%
CG
177
CFO4Life Group
Texas
$4.53M +$940K +20,552 +26%
TCA
178
Transcend Capital Advisors
New Jersey
$4.48M +$18K +393 +0.4%
LNC
179
Lincoln National Corp
Pennsylvania
$4.36M +$2.38M +51,916 +118%
SW
180
Simplicity Wealth
New Jersey
$4.35M +$887K +19,383 +25%
SS
181
Simplicity Solutions
Minnesota
$4.35M +$2.47M +53,933 +129%
MFA
182
Mayflower Financial Advisors
Massachusetts
$4.35M -$713K -15,592 -14%
RFM
183
Royal Fund Management
Florida
$4.33M -$22K -481 -0.5%
WFAG
184
Worth Financial Advisory Group
North Carolina
$4.28M -$5.86K -128 -0.1%
CFG
185
Cooper Financial Group
California
$4.25M +$33.3K +728 +0.8%
IA
186
IFP Advisors
Florida
$4.18M -$11.6K -254 -0.3%
VAS
187
Vestmark Advisory Solutions
Massachusetts
$4.16M +$755K +16,497 +22%
FWP
188
Firethorn Wealth Partners
Georgia
$4.14M -$221K -4,819 -5%
PAMG
189
Patton Albertson Miller Group
Tennessee
$4.09M -$10.3M -224,679 -71%
HIP
190
HUB Investment Partners
Texas
$4.04M -$142K -3,112 -3%
HI
191
Harbour Investments
Wisconsin
$3.95M +$849K +18,550 +27%
MPW
192
MA Private Wealth
California
$3.92M – – –
CP
193
Capital Planning
Washington
$3.92M -$123K -2,695 -3%
HIM
194
Hanlon Investment Management
New Jersey
$3.89M +$491K +10,728 +14%
RFP
195
RCS Financial Planning
Maryland
$3.87M +$324K +7,075 +9%
AT
196
American Trust
Kentucky
$3.79M – – –
TSWM
197
Triangle Securities Wealth Management
North Carolina
$3.7M +$668K +14,609 +22%
AWM
198
Alterna Wealth Management
Texas
$3.62M +$123K +2,698 +4%
AWA
199
Arete Wealth Advisors
Illinois
$3.58M -$45.9K -1,004 -1%
PIMG
200
Patriot Investment Management Group
Tennessee
$3.51M -$981K -21,437 -22%