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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
201
JNBA Financial Advisors
Minnesota
$112K +$48.9K +900 +78%
TPCW
202
TD Private Client Wealth
New York
$91.5K +$3.48K +64 +4%
GAM
203
Gemmer Asset Management
California
$90K +$10.9K +201 +14%
FFA
204
Founders Financial Alliance
North Carolina
$86K
PA
205
Parallel Advisors
California
$85K
HWA
206
HCR Wealth Advisors
California
$84K +$83.3K +1,533 New
MCC
207
Money Concepts Capital
Florida
$83K +$82.5K +1,519 New
CFGS
208
Concourse Financial Group Securities
Alabama
$71K +$59.8K +1,100 +550%
CCM
209
Cribstone Capital Management
Maine
$71K +$71K +1,306 New
WEC
210
Winslow Evans & Crocker
Massachusetts
$69K +$69K +1,270 New
DWP
211
Destiny Wealth Partners
Florida
$51K +$50.3K +926 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$48K +$7.22K +133 +18%
ADL
213
Asset Dedication LLC
California
$45K
SQA
214
Simon Quick Advisors
New Jersey
$43K +$43.2K +796 New
AWM
215
Avior Wealth Management
Nebraska
$41K +$380 +7 +0.9%
US Bancorp
216
US Bancorp
Minnesota
$35K +$35.1K +646 New
RCA
217
Rowland Carmichael Advisors
Arizona
$27K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$27K +$26.4K +486 New
FPB
219
First PREMIER Bank
South Dakota
$26K
BL
220
Balentine LLC
Georgia
$26K +$25.7K +473 New
HIA
221
Harbor Investment Advisory
Maryland
$24K
SFSG
222
Sound Financial Strategies Group
Mississippi
$22K -$1.56M -28,689 -99%
CA
223
Clearstead Advisors
Ohio
$18K
SFSIG
224
San Francisco Sentry Investment Group
California
$17K
FF
225
FourThought Financial
Florida
$17K +$17.7K +326 New