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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
301
Tempus Wealth Planning
California
$2.08M +$115K +2,557 +6%
VPP
302
Vertex Planning Partners
Illinois
$2.05M +$12.6K +280 +0.6%
PIMG
303
Patriot Investment Management Group
Tennessee
$2M -$99.6K -2,215 -5%
GSEP
304
Golden State Equity Partners
California
$2M +$1.98M +44,134 New
AIA
305
Alternative Investment Advisors
Florida
$1.99M +$899K +19,984 +83%
EWA
306
Emergent Wealth Advisors
New York
$1.99M +$188K +4,172 +10%
BBA
307
Braun-Bostich & Associates
Pennsylvania
$1.92M -$3.19M -70,908 -63%
BAM
308
BOS Asset Management
Illinois
$1.91M +$900K +20,015 +90%
AC
309
Apella Capital
Connecticut
$1.91M -$78K -1,735 -4%
CCM
310
Coldstream Capital Management
Washington
$1.91M +$318K +7,074 +20%
GWM
311
Geneos Wealth Management
Colorado
$1.9M -$283K -6,286 -13%
QWP
312
Quotient Wealth Partners
Texas
$1.9M -$3.78M -84,112 -67%
FG
313
Foster Group
Iowa
$1.88M -$65.3K -1,452 -3%
WA
314
WBH Advisory
Maryland
$1.87M -$37.4K -832 -2%
ACM
315
Andina Capital Management
Utah
$1.85M -$5.12M -113,905 -74%
WWM
316
Western Wealth Management
Colorado
$1.82M +$26.8K +597 +2%
SI
317
Stephens Inc
Arkansas
$1.81M -$52.6K -1,170 -3%
LIM
318
Leavell Investment Management
Alabama
$1.76M -$376K -8,369 -18%
RFA
319
Resurgent Financial Advisors
Georgia
$1.74M +$65.2K +1,450 +4%
IF
320
IRON Financial
Illinois
$1.69M +$16.5K +368 +1%
MWA
321
Merkkuri Wealth Advisors
New York
$1.69M +$1.68M +37,329 New
CM
322
Columbus Macro
Pennsylvania
$1.69M +$31.7K +704 +2%
VWA
323
Visionary Wealth Advisors
Illinois
$1.69M -$819K -18,209 -33%
HKIMG
324
Hutchens & Kramer Investment Management Group
Indiana
$1.65M +$246K +5,469 +18%
SFA
325
Seneca Financial Advisors
New York
$1.63M -$672K -14,942 -29%
11 12
13
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