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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
Tanager Wealth Management
United Kingdom
$8.3M +$8.19M +179,488 New
Cerity Partners
177
Cerity Partners
New York
$8.16M -$32K -701 -0.4%
ASN
178
Advisory Services Network
Georgia
$8.09M -$139K -3,039 -2%
TPWA
179
Twin Peaks Wealth Advisors
California
$8.02M +$349K +7,649 +5%
C1AG
180
Client 1st Advisory Group
Florida
$7.97M +$256K +5,619 +3%
SWA
181
Sax Wealth Advisors
New Jersey
$7.83M +$2.77M +60,659 +56%
CWM
182
Centurion Wealth Management
Virginia
$7.83M -$77.8K -1,704 -1%
KV
183
Kickstand Ventures
New York
$7.75M -$742K -16,263 -9%
TPA
184
Trivium Point Advisory
Connecticut
$7.71M -$212K -4,635 -3%
CC
185
Copperleaf Capital
North Carolina
$7.66M +$58.2K +1,276 +0.8%
CWS
186
Cypress Wealth Services
California
$7.53M -$404K -8,845 -5%
EWA
187
EP Wealth Advisors
California
$7.48M +$7.06M +154,643 +2,188%
FFN
188
Focus Financial Network
Minnesota
$7.46M -$1.58M -34,585 -18%
Renaissance Technologies
189
Renaissance Technologies
New York
$7.44M -$1.62M -35,400 -18%
QFA
190
Quattro Financial Advisors
Texas
$7.22M -$142K -3,121 -2%
YWM
191
Yukon Wealth Management
Kansas
$7.2M +$107K +2,350 +2%
MOS
192
MGO One Seven
Ohio
$7.18M +$6.37M +139,693 +889%
SL
193
SWMG LLC
Texas
$7.12M -$6.45M -141,372 -48%
BWA
194
BCU Wealth Advisors
Illinois
$7.06M -$189K -4,143 -3%
GWP
195
Gateway Wealth Partners
Wisconsin
$7.05M +$191K +4,181 +3%
IA
196
IFP Advisors
Florida
$7M +$555K +12,173 +9%
SCM
197
Saxony Capital Management
Missouri
$6.91M +$4.19M +91,821 +159%
NCM
198
New Capital Management
Texas
$6.9M +$6.81M +149,289 New
RFM
199
Royal Fund Management
Florida
$6.86M +$212K +4,655 +3%
DWA
200
Davis Wealth Advisors
New Hampshire
$6.83M -$199K -4,358 -3%