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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
201
Barnes Wealth Management Group
California
$8.98M +$279K +6,041 +3%
CA
202
Chatterton & Associates
California
$8.94M +$4.62M +100,097 +105%
IAS
203
Integrity Advisory Solutions
Texas
$8.93M +$2.32M +50,361 +35%
PIA
204
Pinion Investment Advisors
Kansas
$8.83M +$984K +21,343 +13%
Lido Advisors
205
Lido Advisors
California
$8.71M +$3.87M +83,985 +80%
DWA
206
Davis Wealth Advisors
New Hampshire
$8.41M +$1.52M +32,908 +22%
IFG
207
Independent Financial Group
California
$8.28M +$1.64M +35,670 +25%
TPA
208
Trivium Point Advisory
Connecticut
$8.15M +$648K +14,056 +9%
LIA
209
LifePlan Investment Advisors
North Carolina
$8.11M +$2.56M +55,604 +46%
SPIA
210
Steward Partners Investment Advisory
New York
$8.04M +$2.13M +46,281 +36%
JMA
211
J.M. Arbour
Maine
$8.02M +$2.01M +43,498 +33%
BWA
212
BCU Wealth Advisors
Illinois
$7.98M +$2.09M +45,227 +35%
PRAG
213
Portfolio Resources Advisor Group
Florida
$7.96M +$2.23M +48,437 +39%
SWP
214
Sagespring Wealth Partners
Tennessee
$7.94M -$3.7M -80,177 -32%
VCP
215
Verus Capital Partners
Arizona
$7.76M +$1.42M +30,706 +22%
BRWA
216
B. Riley Wealth Advisors
Florida
$7.75M +$1.88M +40,741 +32%
RFM
217
Royal Fund Management
Florida
$7.69M +$349K +7,568 +5%
TWM
218
Tradition Wealth Management
Minnesota
$7.55M +$3.34M +72,340 +79%
SCA
219
Snowden Capital Advisors
New York
$7.43M +$846K +18,342 +13%
JESC
220
J.E. Simmons & Co
Texas
$7.42M +$482K +10,459 +7%
TF
221
Theory Financial
Colorado
$7.37M +$3.24M +70,350 +79%
YWM
222
Yukon Wealth Management
Kansas
$7.31M +$109K +2,361 +2%
DPI
223
Diversified Portfolios Inc
Michigan
$7.16M -$125K -2,707 -2%
RIM
224
Redwood Investment Management
Arizona
$7.14M +$2.76M +59,818 +63%
BAWM
225
Bennett Associates Wealth Management
Pennsylvania
$7.13M +$528K +11,455 +8%