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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
301
Columbus Macro
Pennsylvania
$1.64M +$8.13K +184 +0.5%
AG
302
Ascent Group
Virginia
$1.56M +$104K +2,356 +7%
CCFM
303
Clear Creek Financial Management
Washington
$1.56M +$974K +22,035 +187%
AP
304
Appleton Partners
Massachusetts
$1.53M +$1.47M +33,311 New
SFA
305
Sequoia Financial Advisors
Ohio
$1.53M +$1.47M +33,177 New
CC
306
Courier Capital
New York
$1.52M +$377K +8,537 +35%
GIA
307
Gladstone Institutional Advisory
Florida
$1.47M +$305K +6,907 +28%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46M -$305K -6,900 -18%
PCA
309
Prosperity Capital Advisors
Ohio
$1.46M -$125K -2,837 -8%
BP
310
Broadleaf Partners
Ohio
$1.44M +$1.38M +31,327 New
PTC
311
Private Trust Company
Ohio
$1.43M -$26.8K -607 -2%
BFG
312
Buttonwood Financial Group
Missouri
$1.42M +$22.8K +515 +2%
TW
313
TritonPoint Wealth
Maryland
$1.41M +$1.35M +30,592 New
SPI
314
Sutton Place Investors
New York
$1.41M -$34.8K -788 -3%
KFS
315
Kelly Financial Services
Massachusetts
$1.37M -$225K -5,086 -15%
TA
316
TrueWealth Advisors
Alabama
$1.34M +$130K +2,933 +11%
CWA
317
Clearview Wealth Advisors
Oregon
$1.33M +$32.3K +731 +3%
CPG
318
Cornerstone Planning Group
New Jersey
$1.32M -$786K -17,789 -38%
RB
319
Renasant Bank
Mississippi
$1.31M – – –
PCM
320
Parsons Capital Management
Rhode Island
$1.3M -$133 -3 -0%
CPL
321
CAP Partners LLC
Tennessee
$1.27M +$1.22M +27,548 New
IFG
322
Independent Financial Group
California
$1.24M +$543K +12,293 +84%
SEM
323
Strategic Equity Management
Arizona
$1.24M +$1.19M +26,833 New
KFAA
324
Klaas Financial Asset Advisors
Illinois
$1.24M -$47.1K -1,065 -4%
AC
325
Adroit Compliance
$1.24M +$1.19M +26,826 New
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