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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
201
One Wealth Capital Management
Arizona
$8.27M +$158K +3,381 +2%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$8.19M +$4.12M +88,389 +99%
KV
203
Kickstand Ventures
New York
$8.19M +$31.1K +668 +0.4%
PIA
204
Polaris Investment Advisors
Massachusetts
$8.09M +$480K +10,294 +6%
PIA
205
Pinion Investment Advisors
Kansas
$7.85M +$1.91M +41,054 +32%
CWS
206
Cypress Wealth Services
California
$7.7M +$747K +16,028 +11%
QFA
207
Quattro Financial Advisors
Texas
$7.64M +$631K +13,544 +9%
APW
208
Alliance Private Wealth
Massachusetts
$7.57M -$82.4K -1,768 -1%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$7.54M +$1.76M +37,831 +30%
TPA
210
Trivium Point Advisory
Connecticut
$7.51M -$321K -6,891 -4%
CWM
211
Centurion Wealth Management
Virginia
$7.48M +$138K +2,961 +2%
RFM
212
Royal Fund Management
Florida
$7.35M -$138K -2,959 -2%
DPI
213
Diversified Portfolios Inc
Michigan
$7.29M -$1.52M -32,634 -17%
YWM
214
Yukon Wealth Management
Kansas
$7.21M -$30.6K -656 -0.4%
SL
215
Sentinus LLC
Illinois
$7.12M +$498K +10,697 +7%
HF
216
HRT Financial
New York
$7.04M +$7.1M +152,318 New
KWM
217
Keebeck Wealth Management
Illinois
$7.03M +$5.11M +109,672 +257%
LRIA
218
Leonard Rickey Investment Advisors
Washington
$6.98M +$2.49M +53,455 +55%
JESC
219
J.E. Simmons & Co
Texas
$6.95M +$2.65M +56,901 +61%
DWA
220
Davis Wealth Advisors
New Hampshire
$6.89M +$276K +5,926 +4%
SWA
221
Sax Wealth Advisors
New Jersey
$6.81M – – –
IFG
222
Independent Financial Group
California
$6.64M +$245K +5,259 +4%
IA
223
IFP Advisors
Florida
$6.62M +$48.1K +1,033 +0.7%
IAS
224
Integrity Advisory Solutions
Texas
$6.61M +$583K +12,504 +10%
BAWM
225
Bennett Associates Wealth Management
Pennsylvania
$6.61M +$92.3K +1,980 +1%