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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
226
Kelly Financial Services
Massachusetts
$2.36M +$778 +17 +0%
OWM
227
Orgel Wealth Management
Wisconsin
$2.29M -$1.18M -25,750 -34%
CAM
228
Concorde Asset Management
Michigan
$2.23M +$33.2K +725 +1%
IFAM
229
Institutional & Family Asset Management
Colorado
$2.2M -$127K -2,773 -5%
CIA
230
Compass Ion Advisors
Pennsylvania
$2.2M +$2.21M +48,365 New
FA
231
FC Advisory
Pennsylvania
$2.17M -$63.2K -1,381 -3%
BHPW
232
Beverly Hills Private Wealth
California
$2.17M +$951K +20,784 +76%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$2.12M +$306K +6,691 +17%
SI
234
Stephens Inc
Arkansas
$2.11M +$3.66K +80 +0.2%
CFD
235
Creative Financial Designs
Indiana
$2.1M +$26.2K +573 +1%
T
236
TRUADVICE
Florida
$2.08M -$148K -3,232 -7%
GWM
237
Geneos Wealth Management
Colorado
$2.07M +$507K +11,080 +32%
LIA
238
LifePlan Investment Advisors
North Carolina
$2.05M +$2.07M +45,168 New
APC
239
Aspire Private Capital
North Carolina
$2.05M -$31.3K -684 -1%
VC
240
Veracity Capital
Georgia
$1.97M -$315K -6,877 -14%
DA
241
Detalus Advisors
Missouri
$1.97M +$20.3K +443 +1%
ACM
242
Absolute Capital Management
Pennsylvania
$1.96M +$263K +5,753 +15%
JJBC
243
James J. Burns & Company
New York
$1.96M -$3.89M -85,104 -66%
LW
244
Linscomb Wealth
Texas
$1.95M -$272K -5,949 -12%
WAL
245
W Advisors LLC
Tennessee
$1.88M -$19.9K -434 -1%
OLVIG
246
Oliver Lagore Vanvalin Investment Group
Michigan
$1.86M +$88.9K +1,943 +5%
WHCI
247
W.H. Cornerstone Investments
Massachusetts
$1.84M +$174K +3,809 +10%
JSL
248
JT Stratford LLC
Georgia
$1.63M – – –
SAS
249
Stelac Advisory Services
New York
$1.63M +$1.64M +35,752 New
CWP
250
Cyndeo Wealth Partners
Florida
$1.6M +$95K +2,076 +6%
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