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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
251
Concorde Asset Management
Michigan
$3.23M +$848K +18,639 +36%
KPWG
252
KFA Private Wealth Group
Virginia
$3.22M +$465K +10,221 +17%
KWM
253
Keebeck Wealth Management
Illinois
$3.21M +$1.14M +24,963 +55%
CCWA
254
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M -$1.02M -22,311 -24%
MWS
255
Maxwell Wealth Strategies
California
$3.14M +$295K +6,475 +10%
HIM
256
Hanlon Investment Management
New Jersey
$3.11M +$581K +12,775 +23%
CFD
257
Creative Financial Designs
Indiana
$3.09M +$966K +21,236 +46%
FHC
258
First Heartland Consultants
Missouri
$3.02M +$1.24M +27,347 +70%
RIM
259
Redwood Investment Management
Arizona
$2.99M +$377K +8,288 +14%
LEA
260
Legacy Edge Advisors
New York
$2.9M -$2M -43,903 -41%
OWA
261
Outlook Wealth Advisors
Texas
$2.87M +$2.86M +62,903 New
RWPA
262
Richard W. Paul & Associates
Michigan
$2.86M +$2.85M +62,719 New
SWP
263
Stratos Wealth Partners
Ohio
$2.86M +$2.85M +62,676 New
FGAM
264
Financial Gravity Asset Management
Texas
$2.77M -$94.4M -2,073,989 -97%
SA
265
Sunesis Advisors
Kansas
$2.77M +$12.7K +279 +0.5%
FA
266
FC Advisory
Pennsylvania
$2.76M +$37K +814 +1%
OWA
267
Opal Wealth Advisors
New York
$2.72M +$3.32K +73 +0.1%
EWA
268
Evolution Wealth Advisors
Florida
$2.72M – – –
SPI
269
Sutton Place Investors
New York
$2.7M +$1.3M +28,620 +94%
EPP
270
ETF Portfolio Partners
Kansas
$2.7M -$31.3K -687 -1%
TF
271
Theory Financial
Colorado
$2.68M +$1.82M +39,886 +210%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$2.67M +$399K +8,761 +18%
SFG
273
Sovereign Financial Group
Connecticut
$2.65M +$826K +18,160 +46%
BIG
274
Bush Investment Group
Georgia
$2.61M +$11.2K +245 +0.4%
WA
275
Wealthstar Advisors
Texas
$2.55M -$45.9K -1,009 -2%
9 10
11
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