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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
251
BOS Asset Management
Illinois
$4.47M +$1.5M +32,655 +49%
LSA
252
Lansing Street Advisors
Pennsylvania
$4.47M +$764K +16,654 +20%
SRWM
253
Shira Ridge Wealth Management
California
$4.43M +$1.1M +23,874 +32%
LPP
254
Life Planning Partners
Florida
$4.38M -$67K -1,460 -1%
SAW
255
Signal Advisors Wealth
Michigan
$4.37M -$1.85M -40,323 -29%
FWP
256
Firethorn Wealth Partners
Georgia
$4.31M -$883K -19,235 -17%
IP
257
Ignite Planners
California
$4.27M +$167K +3,636 +4%
KWM
258
Keebeck Wealth Management
Illinois
$4.23M -$343K -7,463 -7%
LWA
259
Lifelong Wealth Advisors
Minnesota
$4.22M +$4.29M +93,365 New
LIA
260
LifePlan Investment Advisors
North Carolina
$4.2M -$186K -4,053 -4%
RSWM
261
Robertson Stephens Wealth Management
California
$4.18M -$2.19M -47,697 -34%
WLIM
262
White Lighthouse Investment Management
Massachusetts
$4.16M +$73.4K +1,599 +2%
KWS
263
Keystone Wealth Services
California
$4.14M -$94.1K -2,051 -2%
MWM
264
Maripau Wealth Management
Indiana
$4.1M -$1.74M -37,941 -30%
SPIA
265
Steward Partners Investment Advisory
New York
$4.06M +$423K +9,218 +11%
AWA
266
Arete Wealth Advisors
Illinois
$4.01M +$1.24M +27,071 +44%
CWA
267
Clearview Wealth Advisors
Oregon
$3.97M +$471K +10,265 +13%
TPI
268
Trust Point Inc
Wisconsin
$3.92M +$3.42M +74,573 +609%
CIA
269
Concurrent Investment Advisors
Florida
$3.8M -$617K -13,437 -14%
FW
270
FullCircle Wealth
Texas
$3.67M -$132K -2,881 -3%
AWM
271
Apex Wealth Management
New Hampshire
$3.64M +$3.7M +80,546 New
AWM
272
Alterna Wealth Management
Texas
$3.63M -$2.6M -56,660 -41%
IA
273
IFG Advisory
Georgia
$3.61M -$818K -17,811 -18%
T
274
Tidemark
California
$3.54M +$3.59M +78,312 +135,021%
CCFM
275
Clear Creek Financial Management
Washington
$3.5M +$538K +11,725 +18%
9 10
11
12 13