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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$3.39M -$210K -4,744 -6%
CAL
227
Capital Analysts LLC
Pennsylvania
$3.38M -$330K -7,471 -9%
TPWA
228
Twin Peaks Wealth Advisors
California
$3.31M +$3.18M +71,851 New
BAWM
229
Bennett Associates Wealth Management
Pennsylvania
$3.25M +$3.12M +70,648 New
BWA
230
BCU Wealth Advisors
Illinois
$3.2M +$3.07M +69,435 New
AF
231
Advisornet Financial
Minnesota
$3.19M -$52.6K -1,191 -2%
MW
232
Maia Wealth
Colorado
$3.18M +$3.05M +69,085 New
FWP
233
Firethorn Wealth Partners
Georgia
$3.18M -$680K -15,388 -18%
RSWM
234
Robertson Stephens Wealth Management
California
$3.17M -$4.9M -110,808 -62%
FGAM
235
Financial Gravity Asset Management
Texas
$3.13M +$1.66M +37,534 +2%
VWA
236
Visionary Wealth Advisors
Illinois
$3.04M +$2.15M +48,589 +281%
MWS
237
Maxwell Wealth Strategies
California
$2.93M +$2.81M +63,621 New
PFM
238
Phillips Financial Management
Indiana
$2.9M -$102K -2,309 -4%
AWA
239
Arete Wealth Advisors
Illinois
$2.89M -$2.3K -52 -0.1%
OMC
240
Old Mission Capital
Illinois
$2.85M +$2.73M +61,797 New
KPWG
241
KFA Private Wealth Group
Virginia
$2.79M +$368K +8,317 +16%
SA
242
Sunesis Advisors
Kansas
$2.78M +$140K +3,166 +6%
EPP
243
ETF Portfolio Partners
Kansas
$2.76M +$30.2K +684 +1%
OWA
244
Opal Wealth Advisors
New York
$2.75M +$2.64M +59,683 New
FA
245
FC Advisory
Pennsylvania
$2.75M +$372K +8,422 +16%
EWA
246
Evolution Wealth Advisors
Florida
$2.75M – – –
SAI
247
Savvy Advisors Inc
New York
$2.73M +$2.62M +59,346 New
SPIA
248
Steward Partners Investment Advisory
New York
$2.72M -$11.2M -252,447 -81%
SFA
249
Seneca Financial Advisors
New York
$2.64M +$2.53M +57,332 New
RIM
250
Redwood Investment Management
Arizona
$2.64M +$222K +5,030 +10%
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10
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