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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
$6.75M +$614K +13,229 +10%
RSWM
202
Robertson Stephens Wealth Management
California
$6.6M +$1.18M +25,363 +22%
TF
203
Theory Financial
Colorado
$6.52M +$1.7M +36,677 +35%
HI
204
Harbour Investments
Wisconsin
$6.47M +$1.79M +38,524 +39%
AWM
205
Alterna Wealth Management
Texas
$6.46M +$1.07M +23,144 +20%
SAW
206
Signal Advisors Wealth
Michigan
$6.45M +$6.14M +132,275 +2,816%
MA
207
MBA Advisors
Pennsylvania
$6.44M +$400K +8,612 +7%
RW
208
Regimen Wealth
Georgia
$6.43M +$78.4K +1,690 +1%
BWA
209
BCU Wealth Advisors
Illinois
$6.32M +$1.25M +26,995 +25%
RFM
210
Royal Fund Management
Florida
$6.21M +$875K +18,851 +17%
SPAS
211
Spectrum Planning & Advisory Services
California
$6.09M -$1.21M -26,063 -17%
MWM
212
Maripau Wealth Management
Indiana
$6.06M +$587K +12,655 +11%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$5.81M -$120K -2,590 -2%
Goldman Sachs
214
Goldman Sachs
New York
$5.74M -$3.59M -77,298 -39%
CWI
215
Conscious Wealth Investments
Florida
$5.69M -$198K -4,264 -3%
SL
216
SWMG LLC
Texas
$5.67M -$288K -6,200 -5%
PFA
217
Pettinga Financial Advisors
Indiana
$5.63M +$4.76M +102,650 +607%
WFAG
218
Worth Financial Advisory Group
North Carolina
$5.61M +$242K +5,223 +5%
WIM
219
Westside Investment Management
California
$5.56M -$29.5K -636 -0.5%
MI
220
Moneywise Inc
Virginia
$5.54M +$113K +2,438 +2%
IA
221
IFP Advisors
Florida
$5.51M +$729K +15,703 +16%
GWP
222
Gateway Wealth Partners
Wisconsin
$5.49M +$367K +7,900 +7%
E3F
223
Eight 31 Financial
Texas
$5.44M +$487K +10,502 +10%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$5.42M +$1.39M +29,963 +35%
FWP
225
Firethorn Wealth Partners
Georgia
$5.4M +$760K +16,377 +17%