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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
401
Fieldpoint Private Securities
Connecticut
$185K -$283K -5,953 -60%
SMG
402
Spectrum Management Group
Indiana
$184K -$11.9M -250,697 -98%
HWMA
403
Heritage Wealth Management (Arizona)
Arizona
$180K +$25.1K +528 +16%
COCM
404
Charter Oak Capital Management
New Hampshire
$169K -$261K -5,493 -60%
FMP
405
Financial Management Professionals
Texas
$152K – – –
MCC
406
Money Concepts Capital
Florida
$147K -$93.8K -1,975 -39%
BWL
407
Bogart Wealth LLC
Virginia
$140K -$10.5K -221 -7%
CWP
408
Concord Wealth Partners
Virginia
$132K +$1.28K +27 +1%
RIM
409
Rockbridge Investment Management
New York
$112K -$1.9K -40 -2%
GWM
410
Geneos Wealth Management
Colorado
$99K -$5.08K -107 -5%
JFA
411
JNBA Financial Advisors
Minnesota
$96K – – –
SIS
412
Sound Income Strategies
Florida
$84K -$4.89K -103 -5%
UWM
413
Urban Wealth Management
California
$83K +$84.5K +1,778 New
PFA
414
Professional Financial Advisors
Nebraska
$69K +$2.61K +55 +4%
FA
415
Fortis Advisors
Pennsylvania
$69K +$13.4K +283 +24%
S
416
SignatureFD
Georgia
$69K +$67.1K +1,413 +2,279%
HIA
417
Harbor Investment Advisory
Maryland
$66K +$6.51K +137 +11%
SFC
418
SYM Financial Corp
Indiana
$64K +$65K +1,368 New
IF
419
Integrity Financial
Wyoming
$62K +$59.2K +1,246 +1,501%
AWM
420
Avior Wealth Management
Nebraska
$61K +$333 +7 +0.5%
BC
421
Bartlett & Co
Ohio
$59K +$808 +17 +1%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$58.8K +$808 +17 +1%
M1FG
423
Mach-1 Financial Group
Arkansas
$54K +$56.1K +1,181 New
SWM
424
SeaCrest Wealth Management
New York
$48K +$48.3K +1,017 New
ACM
425
Antonetti Capital Management
Florida
$47K – – –
15 16
17
18 19