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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
201
Orgel Wealth Management
Wisconsin
$9.14M -$171K -3,709 -2%
NCM
202
New Capital Management
Texas
$9.08M +$136K +2,953 +2%
BWMG
203
Barnes Wealth Management Group
California
$8.98M +$279K +6,041 +3%
CA
204
Chatterton & Associates
California
$8.94M +$4.62M +100,097 +105%
IAS
205
Integrity Advisory Solutions
Texas
$8.93M +$2.32M +50,361 +35%
PIA
206
Pinion Investment Advisors
Kansas
$8.83M +$984K +21,343 +13%
Lido Advisors
207
Lido Advisors
California
$8.71M +$3.87M +83,985 +80%
DWA
208
Davis Wealth Advisors
New Hampshire
$8.41M +$1.52M +32,908 +22%
IFG
209
Independent Financial Group
California
$8.28M +$1.64M +35,670 +25%
TPA
210
Trivium Point Advisory
Connecticut
$8.15M +$648K +14,056 +9%
LIA
211
LifePlan Investment Advisors
North Carolina
$8.11M +$2.56M +55,604 +46%
SPIA
212
Steward Partners Investment Advisory
New York
$8.04M +$2.13M +46,281 +36%
JMA
213
J.M. Arbour
Maine
$8.02M +$2.01M +43,498 +33%
BWA
214
BCU Wealth Advisors
Illinois
$7.98M +$2.09M +45,227 +35%
PRAG
215
Portfolio Resources Advisor Group
Florida
$7.96M +$2.23M +48,437 +39%
SWP
216
Sagespring Wealth Partners
Tennessee
$7.94M -$3.7M -80,177 -32%
VCP
217
Verus Capital Partners
Arizona
$7.76M +$1.42M +30,706 +22%
BRWA
218
B. Riley Wealth Advisors
Florida
$7.75M +$1.88M +40,741 +32%
RFM
219
Royal Fund Management
Florida
$7.69M +$349K +7,568 +5%
TWM
220
Tradition Wealth Management
Minnesota
$7.55M +$3.34M +72,340 +79%
SCA
221
Snowden Capital Advisors
New York
$7.43M +$846K +18,342 +13%
JESC
222
J.E. Simmons & Co
Texas
$7.42M +$482K +10,459 +7%
TF
223
Theory Financial
Colorado
$7.37M +$3.24M +70,350 +79%
YWM
224
Yukon Wealth Management
Kansas
$7.31M +$109K +2,361 +2%
DPI
225
Diversified Portfolios Inc
Michigan
$7.16M -$125K -2,707 -2%