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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
JESC
251
J.E. Simmons & Co
Texas
$4.35M +$4.37M +93,509 New
ACA
252
Aptus Capital Advisors
Alabama
$4.24M +$2.75M +58,799 +182%
VAS
253
Vestmark Advisory Solutions
Massachusetts
$4.19M +$2.39M +51,166 +132%
TWM
254
Tradition Wealth Management
Minnesota
$4.15M +$32.9K +704 +0.8%
CNBOF
255
City National Bank of Florida
Florida
$4.14M -$294K -6,280 -7%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$4.14M -$235K -5,026 -5%
CIM
257
Capital Investment Management
Missouri
$4.05M +$4.07M +86,995 New
RIM
258
Redwood Investment Management
Arizona
$4.03M -$641K -13,723 -14%
BOSSRA
259
B.O.S.S. Retirement Advisors
Utah
$3.99M +$2.4M +51,402 +150%
MBT
260
Montecito Bank & Trust
California
$3.97M +$1.16M +24,750 +41%
WLIM
261
White Lighthouse Investment Management
Massachusetts
$3.97M +$66K +1,413 +2%
FHC
262
First Heartland Consultants
Missouri
$3.96M -$34.4K -735 -0.9%
TF
263
Theory Financial
Colorado
$3.96M +$386K +8,250 +11%
GPW
264
Genesis Private Wealth
Virginia
$3.9M +$3.92M +83,849 New
LPP
265
Life Planning Partners
Florida
$3.8M -$55.7K -1,192 -1%
RWPA
266
Richard W. Paul & Associates
Michigan
$3.75M +$377K +8,061 +11%
CCFM
267
Clear Creek Financial Management
Washington
$3.75M +$22.2K +475 +0.6%
BAM
268
BOS Asset Management
Illinois
$3.71M -$3.97K -85 -0.1%
RWRC
269
R.W. Roge & Company
New York
$3.71M – – –
AWM
270
Alterna Wealth Management
Texas
$3.71M +$352K +7,534 +10%
TCP
271
TMB Capital Partners
Arkansas
$3.66M +$3.68M +78,719 New
RB
272
Renasant Bank
Mississippi
$3.66M +$1.74M +37,262 +90%
AWM
273
Able Wealth Management
New Jersey
$3.64M +$695K +14,868 +23%
SPIA
274
Steward Partners Investment Advisory
New York
$3.54M -$11.6K -249 -0.3%
EH
275
Equitable Holdings
New York
$3.52M +$358K +7,669 +11%
9 10
11
12 13