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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Centaurus Financial
California
$1.24M +$1.23M +23,121 New
MIAN
202
Mariner Independent Advisor Network
Kansas
$1.23M +$1.22M +22,984 New
JP Morgan Chase
203
JP Morgan Chase
New York
$1.21M +$247K +4,652 +26%
LF
204
Lantz Financial
Illinois
$1.18M +$588K +11,070 +101%
LRIA
205
Leonard Rickey Investment Advisors
Washington
$1.17M +$4.94K +93 +0.4%
FCA
206
FinTrust Capital Advisors
South Carolina
$1.16M +$134K +2,532 +13%
Principal Financial Group
207
Principal Financial Group
Iowa
$1.15M +$332K +6,259 +41%
MWP
208
Madison Wealth Partners
Wisconsin
$1.11M -$3.75M -70,679 -77%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$1.1M +$808K +15,209 +286%
DAS
210
Dynamic Advisor Solutions
Arizona
$1.07M +$565K +10,628 +112%
BFPW
211
BOK Financial Private Wealth
Colorado
$1.03M -$514K -9,668 -33%
CAS
212
Cascadia Advisory Services
Oregon
$1.03M +$515K +9,691 +102%
IWM
213
IHT Wealth Management
Illinois
$1.02M +$277K +5,224 +38%
Mariner
214
Mariner
Kansas
$1.02M +$1.01M +19,038 New
CL
215
CPWM LLC
Washington
$1.01M
FHC
216
First Heartland Consultants
Missouri
$1.01M +$261K +4,911 +35%
VAM
217
Verity Asset Management
North Carolina
$1M +$20.9K +393 +2%
AF
218
Advisornet Financial
Minnesota
$980K +$822K +15,475 +544%
BAM
219
Belpointe Asset Management
Nevada
$971K +$784K +14,754 +435%
CPWM
220
Cardinal Point Wealth Management
California
$947K +$15.9K +300 +2%
WWM
221
Western Wealth Management
Colorado
$944K +$943K +17,745 New
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$939K +$15.2K +287 +2%
SB
223
Strategic Blueprint
Georgia
$936K +$525K +9,891 +130%
IWS
224
Insight Wealth Strategies
California
$934K -$239K -4,502 -21%
TFS
225
Thoroughbred Financial Services
Tennessee
$934K -$147K -2,764 -14%