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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$7M +$652K +14,318 +10%
DWM
177
Dynasty Wealth Management
Florida
$6.99M +$6.98M +153,318 New
TPA
178
Trivium Point Advisory
Connecticut
$6.9M +$122K +2,675 +2%
TWM
179
Tradition Wealth Management
Minnesota
$6.89M -$1.39M -30,527 -17%
GFA
180
Gallagher Fiduciary Advisors
Illinois
$6.87M +$13.1K +288 +0.2%
PS
181
Principal Securities
Iowa
$6.85M +$1.34M +29,433 +24%
TPWM
182
Twelve Points Wealth Management
Massachusetts
$6.82M +$1.13M +24,836 +20%
VCP
183
Verus Capital Partners
Arizona
$6.62M +$2.65M +58,283 +67%
TPWA
184
TRUE Private Wealth Advisors
Oregon
$6.48M +$1.41M +31,075 +28%
SAI
185
Savvy Advisors Inc
New York
$6.45M +$3.73M +82,049 +138%
MYIA
186
Mount Yale Investment Advisors
Colorado
$6.27M +$948K +20,820 +18%
PA
187
PFW Advisors
Georgia
$6.22M +$890K +19,562 +17%
GRP
188
Global Retirement Partners
California
$6.16M +$1.87M +41,127 +44%
CG
189
CFO4Life Group
Texas
$6.14M +$177K +3,888 +3%
NCM
190
Northwest Capital Management
Oregon
$6M +$1.17M +25,779 +24%
DL
191
DOHJ LLC
Washington
$6M +$231K +5,083 +4%
CA
192
Claro Advisors
Massachusetts
$5.99M +$5.74M +126,107 +2,345%
SL
193
SWMG LLC
Texas
$5.98M -$142K -3,126 -2%
SP
194
Stonebrook Private
Michigan
$5.95M -$1.32M -28,976 -18%
SAW
195
Signal Advisors Wealth
Michigan
$5.78M +$1.59M +34,869 +38%
CWI
196
Conscious Wealth Investments
Florida
$5.78M -$182 -4 -0%
TFGT
197
TS Financial Group (TSFG)
Illinois
$5.76M +$5.51M +120,992 +2,226%
QWP
198
Quotient Wealth Partners
Texas
$5.75M -$3.89M -85,456 -40%
RFP
199
RCS Financial Planning
Maryland
$5.67M -$880K -19,343 -13%
VWM
200
Venturi Wealth Management
Texas
$5.65M +$1.41M +30,917 +33%