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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
226
Global Financial Private Client
Florida
$674K +$684K +12,758 New
SCA
227
Sage Capital Advisors
South Dakota
$647K +$657K +12,268 New
ECA
228
Elevated Capital Advisors
Utah
$645K -$16.7K -311 -2%
CI
229
CX Institutional
Indiana
$642K – – –
W
230
Wealthquest
Ohio
$623K – – –
WWM
231
WJ Wealth Management
Arizona
$617K +$191K +3,565 +44%
KWM
232
Kingsview Wealth Management
Oregon
$607K -$691K -12,903 -53%
WC
233
Whitney & Co
New York
$592K -$15M -279,297 -96%
LF
234
Lantz Financial
Illinois
$577K +$586K +10,934 New
HR
235
Hayden Royal
North Carolina
$576K +$24.3K +453 +4%
TA
236
TrueWealth Advisors
Alabama
$556K +$561K +10,472 New
COCM
237
Charter Oak Capital Management
New Hampshire
$535K -$42.7K -796 -7%
IA
238
IFG Advisory
Georgia
$535K +$260K +4,847 +91%
PIA
239
Perennial Investment Advisors
California
$534K +$543K +10,132 New
HI
240
Harbour Investments
Wisconsin
$503K +$511K +9,539 New
CAS
241
Cascadia Advisory Services
Oregon
$502K +$510K +9,524 New
VWA
242
V Wealth Advisors
Kansas
$501K +$509K +9,495 New
DAS
243
Dynamic Advisor Solutions
Arizona
$500K -$43.5K -812 -8%
OFG
244
OmniStar Financial Group
North Carolina
$499K +$507K +9,464 New
HR
245
Howe & Rusling
New York
$495K +$503K +9,383 New
9WM
246
9258 Wealth Management
Ohio
$486K +$493K +9,206 New
LWM
247
Laidlaw Wealth Management
New York
$462K +$181K +3,371 +63%
SAM
248
Strategy Asset Managers
California
$461K +$63.2K +1,179 +16%
OPS
249
Orion Portfolio Solutions
Nebraska
$440K +$447K +8,347 New
TGAM
250
TBH Global Asset Management
Tennessee
$432K -$1.41M -26,261 -76%
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