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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.51B +$675M +15,081,042 +18%
BlackRock
2
BlackRock
New York
$3.09B +$336M +7,501,444 +12%
AWA
3
Arete Wealth Advisors
Illinois
$2.51B +$1.03M +23,010 +70%
Wells Fargo
4
Wells Fargo
California
$1.4B -$8.41M -188,116 -0.6%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.04B +$18.4M +411,885 +2%
LPL Financial
6
LPL Financial
California
$900M +$130M +2,900,697 +17%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$782M +$118M +2,645,763 +18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$567M +$84.7M +1,894,224 +18%
Morgan Stanley
9
Morgan Stanley
New York
$563M +$6.18M +138,271 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$431M +$64.8M +1,447,916 +18%
PAS
11
Park Avenue Securities
New York
$336M +$50.4M +1,127,183 +18%
Ameriprise
12
Ameriprise
Minnesota
$291M -$14.2M -317,725 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$249M +$31.9M +712,956 +15%
MML Investors Services
14
MML Investors Services
Massachusetts
$219M +$33.1M +740,750 +18%
Bank of America
15
Bank of America
North Carolina
$203M +$110M +2,459,794 +119%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$175M +$8.43M +188,558 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$164M +$27.4M +613,202 +20%
UBS Group
18
UBS Group
Switzerland
$163M +$102M +2,287,754 +171%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$154M +$131M +2,921,893 +585%
SWM
20
SigFig Wealth Management
California
$133M +$4.98M +111,318 +4%
AF
21
Allworth Financial
California
$106M +$80.5M +1,800,311 +327%
JC
22
JB Capital
Connecticut
$88.9M +$7.2M +160,853 +9%
CW
23
CreativeOne Wealth
Kansas
$87.7M +$11.5M +256,455 +15%
RJA
24
Raymond James & Associates
Florida
$83.3M +$16.9M +377,429 +26%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$82.5M -$52.8M -1,180,336 -39%