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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Selective Wealth Management
Virginia
$315K -$37.2K -832 -11%
MWP
402
Meridian Wealth Partners
Pennsylvania
$315K +$313K +7,000 New
AAS
403
Ameritas Advisory Services
Nebraska
$294K +$21.8K +488 +8%
SWP
404
Strategic Wealth Partners
Ohio
$287K -$1.48M -33,115 -84%
SC
405
Savant Capital
Illinois
$287K +$17.9K +400 +6%
CG
406
Colony Group
Massachusetts
$285K +$284K +6,350 New
WF
407
Wayfinding Financial
Washington
$280K -$75.6K -1,691 -24%
DC
408
Davenport & Co
Virginia
$279K +$70.6K +1,579 +34%
CFA
409
Cahill Financial Advisors
Minnesota
$278K -$729K -16,292 -72%
MHS
410
M Holdings Securities
Oregon
$272K – – –
TAM
411
Tocqueville Asset Management
New York
$270K – – –
SC
412
Stephens Consulting
Michigan
$264K +$262K +5,866 New
DIA
413
Dana Investment Advisors
Wisconsin
$262K +$8.19K +183 +3%
CAAS
414
Capital Asset Advisory Services
Michigan
$261K +$260K +5,812 New
IFG
415
Independent Financial Group
California
$259K -$17.6K -394 -6%
FWP
416
FAS Wealth Partners
Kansas
$254K -$290K -6,486 -53%
SAM
417
Strategy Asset Managers
California
$253K -$69.4K -1,552 -22%
VA
418
Valmark Advisers
Ohio
$253K -$760 -17 -0.3%
TI
419
tru Independence
Oregon
$252K -$35.2K -787 -12%
SWP
420
Stratos Wealth Partners
Ohio
$247K -$230K -5,144 -48%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$247K -$33.9K -758 -12%
IWP
422
Insight Wealth Partners
Texas
$247K -$4.89M -109,415 -95%
RFN
423
Redwood Financial Network
Ohio
$247K -$69.6K -1,555 -22%
AWM
424
Aspire Wealth Management
Massachusetts
$242K -$3.58K -80 -1%
SIC
425
Salem Investment Counselors
North Carolina
$241K +$240K +5,363 New
15 16
17
18 19