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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
201
Beacon Pointe Advisors
California
$3.1M +$2.87M +62,645 +1,384%
CAL
202
Capital Analysts LLC
Pennsylvania
$3.1M +$532K +11,622 +21%
TSWM
203
Triangle Securities Wealth Management
North Carolina
$3.08M +$1.37M +29,828 +81%
GWP
204
Gateway Wealth Partners
Wisconsin
$3.04M +$735K +16,061 +32%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$3.02M +$733K +16,010 +32%
GRP
206
Global Retirement Partners
California
$3M +$305K +6,654 +11%
BBA
207
Braun-Bostich & Associates
Pennsylvania
$2.97M +$1.13M +24,754 +63%
WA
208
Wealthstar Advisors
Texas
$2.91M -$1.24M -27,143 -30%
AWM
209
Apollon Wealth Management
South Carolina
$2.9M +$1.14M +25,006 +66%
WWP
210
WR Wealth Planners
Missouri
$2.9M +$388K +8,477 +16%
JP Morgan Chase
211
JP Morgan Chase
New York
$2.77M +$890K +19,446 +48%
EWA
212
Evolution Wealth Advisors
Florida
$2.75M – – –
KPWS
213
Kestra Private Wealth Services
Texas
$2.61M +$2.04M +44,601 +371%
MLA
214
My Legacy Advisors
Oregon
$2.53M +$304K +6,633 +14%
KWM
215
Keebeck Wealth Management
Illinois
$2.48M +$641K +14,000 +35%
KFS
216
Kelly Financial Services
Massachusetts
$2.39M +$540K +11,797 +29%
IA
217
IFG Advisory
Georgia
$2.38M +$673K +14,697 +40%
IFAM
218
Institutional & Family Asset Management
Colorado
$2.36M +$989K +21,611 +73%
EPP
219
ETF Portfolio Partners
Kansas
$2.36M -$25K -547 -1%
SFG
220
Sovereign Financial Group
Connecticut
$2.32M +$455K +9,937 +25%
VC
221
Veracity Capital
Georgia
$2.32M +$777K +16,981 +51%
KPWG
222
KFA Private Wealth Group
Virginia
$2.3M +$90.5K +1,978 +4%
T
223
TRUADVICE
Florida
$2.3M +$110K +2,393 +5%
LPAM
224
Lodestar Private Asset Management
California
$2.27M +$1.43M +31,248 +175%
FA
225
FC Advisory
Pennsylvania
$2.27M +$118K +2,587 +6%