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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VT
201
Vise Technologies
New York
$6.23M +$6.17M +133,413 New
Invesco
202
Invesco
Georgia
$6.18M +$387K +8,366 +7%
HC
203
Hoese & Co
Minnesota
$6.16M -$357K -7,720 -6%
BRWA
204
B. Riley Wealth Advisors
Florida
$6.15M -$336K -7,274 -5%
VCP
205
Verus Capital Partners
Arizona
$6.06M -$429K -9,279 -7%
E3F
206
Eight 31 Financial
Texas
$6.06M +$462K +9,981 +8%
RW
207
Regimen Wealth
Georgia
$6.03M +$122K +2,637 +2%
PA
208
PFW Advisors
Georgia
$6.02M +$11.8K +256 +0.2%
SWP
209
Sagespring Wealth Partners
Tennessee
$6.02M -$396K -8,570 -6%
BWA
210
BCU Wealth Advisors
Illinois
$5.9M -$1.22M -26,274 -17%
WIM
211
Westside Investment Management
California
$5.89M +$13.4K +290 +0.2%
RFP
212
RCS Financial Planning
Maryland
$5.86M -$252K -5,443 -4%
SAG
213
SageView Advisory Group
California
$5.81M +$4.93M +106,597 +602%
SL
214
SWMG LLC
Texas
$5.77M -$1.51M -32,690 -21%
IAS
215
Integrity Advisory Solutions
Texas
$5.73M +$5.68M +122,739 New
M1FG
216
Mach-1 Financial Group
Arkansas
$5.73M +$5.68M +122,739 New
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$5.69M +$962K +20,799 +21%
VWM
218
Venturi Wealth Management
Texas
$5.38M +$602K +13,020 +13%
RA
219
RFG Advisory
Alabama
$5.36M -$4.63M -100,067 -47%
OP
220
ORG Partners
Indiana
$5.28M -$225K -4,875 -4%
Betterment LLC
221
Betterment LLC
New York
$4.95M +$3.22M +69,562 +191%
FAM
222
Forte Asset Management
New York
$4.95M +$2.17M +47,024 +80%
VPP
223
Vertex Planning Partners
Illinois
$4.95M -$1.53M -32,979 -24%
Goldman Sachs
224
Goldman Sachs
New York
$4.94M -$249K -5,392 -5%
IP
225
Ignite Planners
California
$4.89M -$196K -4,235 -4%