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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
RCS Financial Planning
Maryland
$8.11M +$2.47M +54,982 +44%
GRP
177
Global Retirement Partners
California
$7.69M +$1.57M +34,974 +26%
SCA
178
Snowden Capital Advisors
New York
$7.65M +$430K +9,556 +6%
CC
179
Copperleaf Capital
North Carolina
$7.58M +$434K +9,662 +6%
PAG
180
Private Advisor Group
New Jersey
$7.41M -$1.58M -35,061 -18%
LA
181
LVW Advisors
New York
$7.32M +$72.6K +1,614 +1%
QFA
182
Quattro Financial Advisors
Texas
$7.29M +$165K +3,671 +2%
TPA
183
Trivium Point Advisory
Connecticut
$7.28M +$441K +9,801 +6%
HC
184
Hoese & Co
Minnesota
$7.15M +$1.85M +41,237 +35%
MWM
185
Mosley Wealth Management
California
$7.05M -$473K -10,521 -6%
SPAS
186
Spectrum Planning & Advisory Services
California
$7.05M +$6.98M +155,242 New
VCP
187
Verus Capital Partners
Arizona
$7.03M +$460K +10,228 +7%
TWM
188
Tradition Wealth Management
Minnesota
$6.87M +$40.1K +892 +0.6%
TFGT
189
TS Financial Group (TSFG)
Illinois
$6.8M +$1.07M +23,863 +19%
EL
190
EWA LLC
Pennsylvania
$6.72M -$854K -18,992 -11%
PW
191
Peninsula Wealth
California
$6.66M +$1.75M +39,028 +37%
SWM
192
Spire Wealth Management
Virginia
$6.52M -$11.8M -262,545 -65%
CG
193
CFO4Life Group
Texas
$6.44M +$350K +7,774 +6%
TPWA
194
TRUE Private Wealth Advisors
Oregon
$6.16M -$263K -5,849 -4%
FAIM
195
Financial Advocates Investment Management
Washington
$6.14M +$3.71M +82,397 +154%
FFWA
196
Forthright Family Wealth Advisory
Texas
$6.11M +$838K +18,647 +16%
RW
197
Regimen Wealth
Georgia
$6.09M +$1.87M +41,655 +45%
MYIA
198
Mount Yale Investment Advisors
Colorado
$6.05M -$171K -3,797 -3%
AWM
199
Apollon Wealth Management
South Carolina
$6.03M -$914K -20,321 -13%
PA
200
PFW Advisors
Georgia
$5.98M -$188K -4,185 -3%