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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
226
Jaffetilchin Investment Partners
Florida
$926K +$480K +9,037 +111%
FWP
227
FAS Wealth Partners
Kansas
$924K -$98.7K -1,859 -10%
MPW
228
MA Private Wealth
California
$907K +$900K +16,947 New
TPA
229
Trivium Point Advisory
Connecticut
$900K -$2.75M -51,713 -75%
OPS
230
Orion Portfolio Solutions
Nebraska
$896K +$447K +8,411 +101%
CFN
231
Cordasco Financial Network
Florida
$878K -$54.1K -1,018 -6%
RPWA
232
Regent Peak Wealth Advisors
Georgia
$842K -$23.1K -435 -3%
BWM
233
Baystate Wealth Management
Massachusetts
$823K +$110K +2,079 +16%
TA
234
TrueWealth Advisors
Alabama
$816K +$254K +4,784 +46%
CFD
235
Creative Financial Designs
Indiana
$811K -$6.9M -129,806 -90%
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$789K +$104K +1,961 +15%
RC
237
RegentAtlantic Capital
New Jersey
$776K +$14.8K +278 +2%
SA
238
Sunesis Advisors
Kansas
$770K – – –
IAN
239
Integrated Advisors Network
Texas
$764K -$60.1K -1,132 -7%
SWP
240
Summit Wealth Partners
Florida
$763K +$14.4K +272 +2%
VAS
241
Vestmark Advisory Solutions
Massachusetts
$760K +$342K +6,431 +83%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$757K +$735K +13,845 +4,569%
ANTB
243
AMG National Trust Bank
Colorado
$748K +$4.2K +79 +0.6%
SFG
244
Snider Financial Group
Washington
$744K +$735K +13,842 New
RCIM
245
Red Cedar Investment Management
Michigan
$742K – – –
FPS
246
Fieldpoint Private Securities
Connecticut
$738K – – –
SAM
247
Strategy Asset Managers
California
$733K +$264K +4,971 +57%
GCA
248
Gradient Capital Advisors
California
$729K – – –
LIM
249
Leavell Investment Management
Alabama
$720K – – –
CWMU
250
Caliber Wealth Management (Utah)
Utah
$716K -$2.62M -49,331 -79%
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