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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPAS
201
Spectrum Planning & Advisory Services
California
$2.66M -$455K -10,176 -15%
GRP
202
Global Retirement Partners
California
$2.62M +$432K +9,667 +20%
LWAC
203
Laurel Wealth Advisors (California)
California
$2.59M +$441K +9,850 +21%
PPC
204
Park Place Capital
Alabama
$2.58M +$2.57M +57,400 New
SP
205
Successful Portfolios
Florida
$2.56M +$501K +11,208 +25%
LW
206
Linscomb Wealth
Texas
$2.5M -$228K -5,099 -8%
CAL
207
Capital Analysts LLC
Pennsylvania
$2.49M +$961K +21,489 +63%
HIM
208
Hanlon Investment Management
New Jersey
$2.45M +$280K +6,250 +13%
WWP
209
WR Wealth Planners
Missouri
$2.44M +$170K +3,795 +8%
AWM
210
Alterna Wealth Management
Texas
$2.44M +$236K +5,269 +11%
G
211
Gainplan
Michigan
$2.42M +$2.41M +53,800 New
USCWA
212
U.S. Capital Wealth Advisors
Texas
$2.32M +$195K +4,364 +9%
EPP
213
ETF Portfolio Partners
Kansas
$2.32M -$873K -19,507 -27%
GWP
214
Gateway Wealth Partners
Wisconsin
$2.24M +$2.23M +49,843 New
MLA
215
My Legacy Advisors
Oregon
$2.23M +$1.14M +25,475 +113%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$2.23M -$359K -8,022 -14%
BAM
217
Belpointe Asset Management
Nevada
$2.2M +$423K +9,459 +24%
T
218
TRUADVICE
Florida
$2.19M +$314K +7,009 +17%
KPWG
219
KFA Private Wealth Group
Virginia
$2.15M -$279K -6,248 -12%
NCM
220
NCM Capital Management
New Jersey
$2.1M +$348K +7,789 +20%
FA
221
FC Advisory
Pennsylvania
$2.09M +$1.05M +23,515 +102%
Cerity Partners
222
Cerity Partners
New York
$2.05M +$2.04M +45,610 New
SPC
223
Sigma Planning Corp
Michigan
$2.03M +$358K +8,013 +22%
APC
224
Aspire Private Capital
North Carolina
$2.02M +$711K +15,902 +55%
SI
225
Stephens Inc
Arkansas
$1.99M -$43.4K -970 -2%