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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
326
Fiduciary Trust
Massachusetts
$510K – – –
WPWM
327
Windward Private Wealth Management
Kansas
$503K -$746K -15,983 -59%
EL
328
EQ LLC
Washington
$479K -$6.95K -149 -1%
SWP
329
Stratos Wealth Partners
Ohio
$474K -$177K -3,791 -26%
RB
330
Renasant Bank
Mississippi
$457K +$479K +10,274 New
PFA
331
Pinnacle Family Advisors
Missouri
$450K -$7.88K -169 -2%
SAM
332
Strategic Asset Management
Minnesota
$441K -$12.9K -277 -3%
BFA
333
Beacon Financial Advisory
Ohio
$436K +$15.6K +334 +4%
CCA
334
Clearwater Capital Advisors
Illinois
$436K +$457K +9,803 New
HR
335
Howe & Rusling
New York
$421K -$18.7K -401 -4%
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$421K +$441K +9,450 New
CA
337
CGN Advisors
Kansas
$416K +$436K +9,339 New
RFG
338
Range Financial Group
Oregon
$414K -$128K -2,740 -23%
DAS
339
Dynamic Advisor Solutions
Arizona
$413K -$179K -3,835 -29%
D
340
Dentgroup
Louisiana
$405K +$99K +2,123 +30%
MFC
341
Morris Financial Concepts
South Carolina
$401K +$76.7K +1,644 +22%
LRIA
342
Leonard Rickey Investment Advisors
Washington
$390K +$32.4K +695 +9%
CI
343
CX Institutional
Indiana
$385K -$53.6K -1,150 -12%
HSA
344
HBK Sorce Advisory
Pennsylvania
$383K +$4.43K +95 +1%
FA
345
FDx Advisors
Illinois
$383K +$51.7K +1,109 +15%
MWM
346
Meridian Wealth Management
Kentucky
$382K +$400K +8,584 New
PCS
347
Personal CFO Solutions
New Jersey
$376K +$980 +21 +0.2%
HKIMG
348
Hutchens & Kramer Investment Management Group
Indiana
$374K +$49.4K +1,058 +14%
CAM
349
Cresset Asset Management
Illinois
$373K +$391K +8,377 New
SFG
350
Snider Financial Group
Washington
$371K -$8.68K -186 -2%
12 13
14
15 16