We are live on ! Find out more
IUSB icon

iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$2.02M -$93.3K -2,001 -4%
UCFA
202
United Capital Financial Advisors
Texas
$2M +$714K +15,295 +52%
WA
203
WBH Advisory
Maryland
$1.96M -$118K -2,532 -5%
MBT
204
Montecito Bank & Trust
California
$1.94M +$728K +15,613 +56%
SWP
205
ShoreHaven Wealth Partners
New Jersey
$1.93M +$348K +7,462 +21%
BAAM
206
Baker Avenue Asset Management
California
$1.88M +$962K +20,622 +95%
CFD
207
Creative Financial Designs
Indiana
$1.8M -$70K -1,500 -4%
T
208
TRUADVICE
Florida
$1.77M +$351K +7,527 +23%
SWP
209
Strategic Wealth Partners
Ohio
$1.76M +$1.84M +39,506 New
BAM
210
Belpointe Asset Management
Nevada
$1.76M +$82.2K +1,762 +5%
NCM
211
NCM Capital Management
New Jersey
$1.73M +$158K +3,386 +10%
MSWMA
212
Market Street Wealth Management Advisors
Indiana
$1.72M +$1.8M +38,529 New
CAM
213
Concorde Asset Management
Michigan
$1.7M -$310K -6,638 -15%
AWM
214
Apollon Wealth Management
South Carolina
$1.7M -$87.8K -1,882 -5%
WIM
215
WealthPlan Investment Management
Nebraska
$1.66M +$1.68M +36,097 New
SPC
216
Sigma Planning Corp
Michigan
$1.66M -$614K -13,170 -26%
OLVIG
217
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65M -$92.9K -1,991 -5%
CF
218
Centaurus Financial
California
$1.64M +$468K +10,042 +37%
WC
219
Whitney & Co
New York
$1.64M +$1.42M +30,387 +467%
APA
220
American Portfolios Advisors
New York
$1.61M +$179K +3,842 +12%
SAMC
221
Spectrum Asset Management (California)
California
$1.61M -$1.42M -30,411 -46%
WWM
222
Western Wealth Management
Colorado
$1.6M +$342K +7,325 +26%
IA
223
IFG Advisory
Georgia
$1.52M -$3.83K -82 -0.2%
CAL
224
Capital Analysts LLC
Pennsylvania
$1.51M +$593K +12,713 +60%
MC
225
Moors & Cabot
Massachusetts
$1.51M +$1.33M +28,592 +535%