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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$3.18M +$605K +13,218 +23%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$3.17M -$1.74M -37,947 -35%
GFS
203
GYL Financial Synergies
Connecticut
$3.14M +$1.38M +30,178 +78%
PFM
204
Phillips Financial Management
Indiana
$3.13M -$88.5K -1,934 -3%
CAL
205
Capital Analysts LLC
Pennsylvania
$3.08M +$30.1K +658 +1%
SFG
206
Sovereign Financial Group
Connecticut
$3.06M +$781K +17,078 +34%
GWP
207
Gateway Wealth Partners
Wisconsin
$3.04M +$43K +939 +1%
BBA
208
Braun-Bostich & Associates
Pennsylvania
$3M +$71.1K +1,553 +2%
GRP
209
Global Retirement Partners
California
$2.98M +$32.9K +720 +1%
WWM
210
Windsor Wealth Management
Indiana
$2.9M -$278K -6,080 -9%
JP Morgan Chase
211
JP Morgan Chase
New York
$2.86M +$126K +2,757 +5%
TF
212
TimeScale Financial
Massachusetts
$2.82M +$794K +17,351 +39%
WWP
213
WR Wealth Planners
Missouri
$2.79M -$60.5K -1,323 -2%
WA
214
Wealthstar Advisors
Texas
$2.79M -$75.9K -1,659 -3%
LPAM
215
Lodestar Private Asset Management
California
$2.73M +$500K +10,924 +22%
EWA
216
Evolution Wealth Advisors
Florida
$2.71M
IA
217
IFG Advisory
Georgia
$2.66M +$317K +6,933 +13%
PCA
218
Pallas Capital Advisors
Massachusetts
$2.54M +$1.7M +37,098 +198%
CPG
219
Cornerstone Planning Group
New Jersey
$2.52M +$2.53M +55,378 New
NL
220
NWAM LLC
Washington
$2.46M -$8.18M -178,742 -77%
KWM
221
Keebeck Wealth Management
Illinois
$2.41M -$36K -786 -1%
EPP
222
ETF Portfolio Partners
Kansas
$2.41M +$86.3K +1,887 +4%
FHC
223
First Heartland Consultants
Missouri
$2.4M +$189K +4,127 +8%
KPWG
224
KFA Private Wealth Group
Virginia
$2.37M +$106K +2,320 +5%
WA
225
WBH Advisory
Maryland
$2.36M +$163K +3,563 +7%