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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
226
Sage Capital Advisors
South Dakota
$647K +$657K +12,268 New
ECA
227
Elevated Capital Advisors
Utah
$645K -$16.7K -311 -2%
CI
228
CX Institutional
Indiana
$642K – – –
W
229
Wealthquest
Ohio
$623K – – –
WWM
230
WJ Wealth Management
Arizona
$617K +$191K +3,565 +44%
KWM
231
Kingsview Wealth Management
Oregon
$607K -$691K -12,903 -53%
WC
232
Whitney & Co
New York
$592K -$15M -279,297 -96%
LF
233
Lantz Financial
Illinois
$577K +$586K +10,934 New
HR
234
Hayden Royal
North Carolina
$576K +$24.3K +453 +4%
TA
235
TrueWealth Advisors
Alabama
$556K +$561K +10,472 New
COCM
236
Charter Oak Capital Management
New Hampshire
$535K -$42.7K -796 -7%
IA
237
IFG Advisory
Georgia
$535K +$260K +4,847 +91%
PIA
238
Perennial Investment Advisors
California
$534K +$543K +10,132 New
HI
239
Harbour Investments
Wisconsin
$503K +$511K +9,539 New
CAS
240
Cascadia Advisory Services
Oregon
$502K +$510K +9,524 New
VWA
241
V Wealth Advisors
Kansas
$501K +$509K +9,495 New
DAS
242
Dynamic Advisor Solutions
Arizona
$500K -$43.5K -812 -8%
OFG
243
OmniStar Financial Group
North Carolina
$499K +$507K +9,464 New
HR
244
Howe & Rusling
New York
$495K +$503K +9,383 New
9WM
245
9258 Wealth Management
Ohio
$486K +$493K +9,206 New
LWM
246
Laidlaw Wealth Management
New York
$462K +$181K +3,371 +63%
SAM
247
Strategy Asset Managers
California
$461K +$63.2K +1,179 +16%
OPS
248
Orion Portfolio Solutions
Nebraska
$440K +$447K +8,347 New
TGAM
249
TBH Global Asset Management
Tennessee
$432K -$1.41M -26,261 -76%
PWP
250
Personal Wealth Partners
Minnesota
$432K – – –
8 9
10
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