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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$911K +$491K +9,165 +113%
JG
202
Jefferies Group
New York
$872K
WP
203
WealthPLAN Partners
Nebraska
$852K +$57.8K +1,079 +7%
RPWA
204
Regent Peak Wealth Advisors
Georgia
$846K -$227K -4,237 -21%
IAN
205
Integrated Advisors Network
Texas
$813K -$1.33M -24,897 -62%
SS
206
Simplicity Solutions
Minnesota
$813K -$543K -10,128 -40%
Principal Financial Group
207
Principal Financial Group
Iowa
$804K +$817K +15,242 New
Deutsche Bank
208
Deutsche Bank
Germany
$779K -$548K -10,228 -41%
SIS
209
Sound Income Strategies
Florida
$768K +$325K +6,071 +71%
SA
210
Sunesis Advisors
Kansas
$760K
RC
211
RegentAtlantic Capital
New Jersey
$751K -$85.3K -1,592 -10%
SWP
212
Summit Wealth Partners
Florida
$738K +$196K +3,660 +35%
FHC
213
First Heartland Consultants
Missouri
$736K +$748K +13,949 New
ANTB
214
AMG National Trust Bank
Colorado
$733K +$125K +2,340 +20%
RCIM
215
Red Cedar Investment Management
Michigan
$732K
IWM
216
IHT Wealth Management
Illinois
$732K +$744K +13,886 New
FPS
217
Fieldpoint Private Securities
Connecticut
$728K +$444K +8,285 +150%
CWA
218
Centennial Wealth Advisory
Michigan
$720K -$97.5K -1,820 -12%
LIM
219
Leavell Investment Management
Alabama
$720K +$237K +4,419 +48%
GCA
220
Gradient Capital Advisors
California
$719K
SG
221
StoneX Group
New York
$713K +$724K +13,512 New
BWM
222
Baystate Wealth Management
Massachusetts
$702K +$713K +13,301 New
EL
223
EQ LLC
Washington
$687K +$698K +13,026 New
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$675K -$23.6K -441 -3%
GFPC
225
Global Financial Private Client
Florida
$674K +$684K +12,758 New