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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Forte Asset Management
New York
$3.6M +$3.68M +82,266 New
CAL
202
Capital Analysts LLC
Pennsylvania
$3.54M +$586K +13,106 +19%
IA
203
IFP Advisors
Florida
$3.42M -$606K -13,560 -15%
GWP
204
Gateway Wealth Partners
Wisconsin
$3.27M +$355K +7,935 +12%
MFA
205
Mayflower Financial Advisors
Massachusetts
$3.12M -$1.08M -24,246 -25%
AF
206
Advisornet Financial
Minnesota
$3.08M -$17.1K -383 -0.5%
HIM
207
Hanlon Investment Management
New Jersey
$3.08M -$678K -15,167 -18%
PCA
208
Pallas Capital Advisors
Massachusetts
$3.01M +$641K +14,337 +26%
GRP
209
Global Retirement Partners
California
$2.92M +$85.8K +1,919 +3%
PFM
210
Phillips Financial Management
Indiana
$2.85M -$160K -3,589 -5%
KPWS
211
Kestra Private Wealth Services
Texas
$2.77M -$288K -6,449 -9%
AWA
212
Arete Wealth Advisors
Illinois
$2.75M -$708K -15,851 -20%
WWM
213
Windsor Wealth Management
Indiana
$2.73M -$56.5K -1,264 -2%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$2.65M -$410K -9,180 -13%
WWP
215
WR Wealth Planners
Missouri
$2.64M -$44.8K -1,003 -2%
EWA
216
Evolution Wealth Advisors
Florida
$2.61M – – –
EPP
217
ETF Portfolio Partners
Kansas
$2.58M +$277K +6,189 +12%
IA
218
IFG Advisory
Georgia
$2.56M +$3.71K +83 +0.1%
SA
219
Sunesis Advisors
Kansas
$2.5M +$2.56M +57,246 New
PAMG
220
Patton Albertson Miller Group
Tennessee
$2.5M -$1.46M -32,705 -36%
WA
221
Wealthstar Advisors
Texas
$2.49M -$198K -4,425 -7%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$2.4M +$367K +8,222 +18%
SFG
223
Sovereign Financial Group
Connecticut
$2.34M -$619K -13,850 -21%
KWM
224
Keebeck Wealth Management
Illinois
$2.31M -$5.81K -130 -0.2%
NL
225
NWAM LLC
Washington
$2.3M -$62.8K -1,406 -3%