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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
201
Client 1st Advisory Group
Florida
$5.88M +$336K +7,465 +6%
AWA
202
Adapt Wealth Advisors
Georgia
$5.85M -$2.53M -56,199 -30%
CWI
203
Conscious Wealth Investments
Florida
$5.85M -$98.2K -2,183 -2%
MA
204
MBA Advisors
Pennsylvania
$5.79M +$301K +6,702 +6%
TPWA
205
Twin Peaks Wealth Advisors
California
$5.74M +$555K +12,343 +11%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$5.69M +$167K +3,712 +3%
DL
207
DOHJ LLC
Washington
$5.62M -$332K -7,375 -6%
SWP
208
Summit Wealth Partners
Florida
$5.42M +$2.03M +45,123 +60%
WIM
209
Westside Investment Management
California
$5.37M +$79.7K +1,773 +2%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$5.27M -$150K -3,345 -3%
MWM
211
Maripau Wealth Management
Indiana
$5.24M -$93.5K -2,080 -2%
MI
212
Moneywise Inc
Virginia
$5.2M +$1.64M +36,521 +46%
RSWM
213
Robertson Stephens Wealth Management
California
$5.19M +$455K +10,126 +10%
AWM
214
Alterna Wealth Management
Texas
$5.15M +$1.5M +33,284 +41%
WFAG
215
Worth Financial Advisory Group
North Carolina
$5.14M +$299K +6,659 +6%
RFM
216
Royal Fund Management
Florida
$5.11M +$206K +4,584 +4%
VWM
217
Venturi Wealth Management
Texas
$5.05M -$554K -12,313 -10%
WIA
218
World Investment Advisors
California
$4.99M +$4.38M +97,326 +745%
GWP
219
Gateway Wealth Partners
Wisconsin
$4.91M +$228K +5,069 +5%
VC
220
Vicus Capital
Pennsylvania
$4.89M +$4.86M +108,162 New
BWA
221
BCU Wealth Advisors
Illinois
$4.84M +$288K +6,395 +6%
TF
222
Theory Financial
Colorado
$4.77M +$2.1M +46,635 +79%
E3F
223
Eight 31 Financial
Texas
$4.75M +$3.17M +70,596 +205%
AF
224
Advisornet Financial
Minnesota
$4.6M -$122K -2,712 -3%
IA
225
IFP Advisors
Florida
$4.57M +$260K +5,792 +6%