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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$3.8M +$478K +10,292 +15%
KDA
252
Kraft Davis & Associates
Missouri
$3.79M -$12.5K -269 -0.3%
HIM
253
Hanlon Investment Management
New Jersey
$3.79M +$610K +13,155 +20%
CFD
254
Creative Financial Designs
Indiana
$3.78M +$265K +5,708 +8%
APC
255
Aspire Private Capital
North Carolina
$3.67M +$1.1M +23,786 +44%
CWA
256
Clearview Wealth Advisors
Oregon
$3.66M +$322K +6,929 +10%
SCM
257
Sheridan Capital Management
California
$3.59M +$55.7K +1,200 +2%
AWA
258
Adapt Wealth Advisors
Georgia
$3.56M -$2.5M -53,932 -42%
OWP
259
ORG Wealth Partners
Texas
$3.52M +$3.46M +74,603 New
SRWM
260
Shira Ridge Wealth Management
California
$3.49M +$2.57M +55,294 +295%
SAM
261
Strategy Asset Managers
California
$3.47M +$3.42M +73,708 New
AP
262
Agilis Partners
Massachusetts
$3.44M – – –
BIG
263
Bush Investment Group
Georgia
$3.38M +$494K +10,644 +17%
MWM
264
Modern Wealth Management
Kansas
$3.36M +$702K +15,128 +27%
USCWA
265
U.S. Capital Wealth Advisors
Texas
$3.32M +$425K +9,168 +15%
MWS
266
Maxwell Wealth Strategies
California
$3.3M +$245K +5,270 +8%
SPC
267
Sigma Planning Corp
Michigan
$3.26M -$688K -14,831 -18%
RWPA
268
Richard W. Paul & Associates
Michigan
$3.19M +$62.5K +1,346 +2%
MCC
269
Maiden Cove Capital
Maine
$3.19M +$448K +9,665 +17%
ACA
270
Aptus Capital Advisors
Alabama
$3.15M +$1.85M +39,896 +148%
BAM
271
BOS Asset Management
Illinois
$3.12M +$1.11M +23,874 +56%
CCFM
272
Clear Creek Financial Management
Washington
$3.1M +$483K +10,414 +19%
SPI
273
Sutton Place Investors
New York
$3.09M +$528K +11,380 +21%
NL
274
NWAM LLC
Washington
$3.09M +$3.04M +65,522 New
EWA
275
Evolution Wealth Advisors
Florida
$3.08M +$271K +5,830 +10%
9 10
11
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