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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
$5.91B +$1.27B +27,699,624 +28%
BlackRock
2
BlackRock
New York
$2.8B -$378M -8,260,065 -12%
Wells Fargo
3
Wells Fargo
California
$1.43B -$2.37M -51,779 -0.2%
LPL Financial
4
LPL Financial
California
$1.15B +$227M +4,970,882 +25%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.08B +$8.16M +178,370 +0.8%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$946M +$142M +3,098,930 +18%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$693M +$110M +2,401,718 +19%
Morgan Stanley
8
Morgan Stanley
New York
$647M +$67.9M +1,483,420 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$556M +$113M +2,460,806 +26%
PAS
10
Park Avenue Securities
New York
$441M +$94.8M +2,070,597 +28%
Ameriprise
11
Ameriprise
Minnesota
$310M +$10.7M +234,060 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$305M +$48M +1,048,376 +19%
MML Investors Services
13
MML Investors Services
Massachusetts
$255M +$30.6M +669,215 +14%
Bank of America
14
Bank of America
North Carolina
$217M +$7.97M +174,085 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$206M +$37.3M +814,000 +22%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$198M +$39.6M +865,384 +25%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$188M +$8.4M +183,589 +5%
UBS Group
18
UBS Group
Switzerland
$185M +$17.4M +381,269 +11%
SWM
19
SigFig Wealth Management
California
$145M +$5.52M +120,693 +4%
AF
20
Allworth Financial
California
$131M +$22M +481,127 +20%
CW
21
CreativeOne Wealth
Kansas
$116M +$25.8M +564,012 +29%
Mariner
22
Mariner
Kansas
$111M +$32.8M +716,636 +42%
OIA
23
OneDigital Investment Advisors
Kansas
$106M +$39.9M +871,030 +61%
JC
24
JB Capital
Connecticut
$102M +$10.3M +224,796 +11%
RJA
25
Raymond James & Associates
Florida
$97.5M +$11.9M +260,304 +14%