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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Axxcess Wealth Management
California
$457K +$18K +378 +4%
SS
327
Simplicity Solutions
Minnesota
$456K -$4.18K -88 -0.9%
SLF
328
Sun Life Financial
Ontario, Canada
$455K -$398K -8,375 -46%
IA
329
Integrity Advisory
Kansas
$448K -$591K -12,434 -56%
BFA
330
Beacon Financial Advisory
Ohio
$444K -$73.6K -1,548 -14%
ACM
331
Advisors Capital Management
New Jersey
$431K +$437K +9,199 New
TWP
332
Tempus Wealth Planning
California
$405K +$411K +8,653 New
HWM
333
Hohimer Wealth Management
Washington
$404K -$515K -10,841 -56%
PP
334
Prosperity Planning
Missouri
$404K – – –
HSA
335
HBK Sorce Advisory
Pennsylvania
$399K +$43.5K +915 +12%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$398K -$199K -4,192 -33%
SFG
337
Snider Financial Group
Washington
$396K -$224K -4,707 -36%
PCS
338
Personal CFO Solutions
New Jersey
$394K +$33.7K +710 +9%
CAAM
339
Cornerstone Advisors Asset Management
Pennsylvania
$384K – – –
TGAM
340
TBH Global Asset Management
Tennessee
$381K -$5.7K -120 -1%
FC
341
Financial Council
Maryland
$379K – – –
LRIA
342
Leonard Rickey Investment Advisors
Washington
$378K -$273K -5,745 -42%
PB
343
Pinnacle Bancorp
Nebraska
$371K +$79.4K +1,670 +27%
BFPW
344
BOK Financial Private Wealth
Colorado
$370K +$19.1K +401 +5%
VWA
345
V Wealth Advisors
Kansas
$364K -$72K -1,515 -16%
AFAS
346
Acorn Financial Advisory Services
Virginia
$361K +$2.9K +61 +0.8%
KWM
347
Kingsview Wealth Management
Oregon
$357K +$362K +7,615 New
BIP
348
Blueprint Investment Partners
North Carolina
$352K -$1.3M -27,436 -78%
PFS
349
Prospera Financial Services
Texas
$352K -$14.1K -297 -4%
FA
350
FDx Advisors
Illinois
$351K +$4.7K +99 +1%
12 13
14
15 16