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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
351
Financial Management Professionals
Texas
$173K – – –
BWL
352
Bogart Wealth LLC
Virginia
$160K – – –
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$138K +$99.4K +1,851 +250%
SBL
354
Sargent Bickham Lagudis
Colorado
$138K +$132K +2,461 +1,893%
AWA
355
Arkadios Wealth Advisors
Georgia
$131K +$40.2K +749 +43%
RIM
356
Rockbridge Investment Management
New York
$124K – – –
JFA
357
JNBA Financial Advisors
Minnesota
$109K – – –
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$93K +$24.4K +455 +35%
AWM
359
Avior Wealth Management
Nebraska
$92K +$22.2K +414 +31%
ADL
360
Asset Dedication LLC
California
$89K +$45.2K +841 +102%
GAM
361
Gemmer Asset Management
California
$88K – – –
BC
362
Bartlett & Co
Ohio
$66K – – –
BCWM
363
Bartlett & Co Wealth Management
Ohio
$66K – – –
S
364
SignatureFD
Georgia
$60K +$30K +558 +97%
SL
365
Savior LLC
Massachusetts
$54K -$54 -1 -0.1%
CHA
366
Carmichael Hill & Associates
Maryland
$50K – – –
EIP
367
Ellis Investment Partners
Pennsylvania
$46K +$47.2K +878 New
OCM
368
Orion Capital Management
California
$45K +$45.8K +853 New
FA
369
Fortis Advisors
Pennsylvania
$37K +$215 +4 +0.6%
AWM
370
Activest Wealth Management
Florida
$36K – – –
HIA
371
Harbor Investment Advisory
Maryland
$36K +$8.06K +150 +29%
SMA
372
Sage Mountain Advisors
Georgia
$35K – – –
DWP
373
Destiny Wealth Partners
Florida
$34K +$34.3K +638 New
RTC
374
Riverview Trust Company
Washington
$32K +$32K +595 New
WBC
375
West Branch Capital
Massachusetts
$29K +$161 +3 +0.5%
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