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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
401
Shira Ridge Wealth Management
California
$803K +$19.3K +424 +2%
LA
402
Lifeworks Advisors
Michigan
$801K +$799K +17,560 New
NRI
403
NFP Retirement Inc
California
$800K +$518K +11,378 +184%
P
404
&Partners
Tennessee
$797K +$469K +10,316 +144%
AL
405
Aspiriant LLC
California
$786K -$21K -461 -3%
NW
406
NewEdge Wealth
Pennsylvania
$785K +$575K +12,634 +254%
LFAS
407
Level Four Advisory Services
Texas
$784K – – –
CPG
408
Cornerstone Planning Group
New Jersey
$783K -$511K -11,230 -39%
MOS
409
MGO One Seven
Ohio
$774K +$251K +5,519 +48%
AWM
410
Aspire Wealth Management
Massachusetts
$765K +$296K +6,501 +63%
PCMC
411
Private Capital Management (Colorado)
Colorado
$763K -$76.7K -1,686 -9%
WHCI
412
W.H. Cornerstone Investments
Massachusetts
$763K -$268K -5,886 -26%
AWM
413
Avior Wealth Management
Nebraska
$736K +$727K +15,969 +9,505%
MHB
414
Midwest Heritage Bank
Iowa
$722K +$217K +4,773 +43%
NC
415
Napatree Capital
Rhode Island
$710K +$25.4K +559 +4%
FI
416
FWG Investments
Kentucky
$682K +$108K +2,373 +19%
DC
417
Davenport & Co
Virginia
$675K +$148K +3,252 +28%
OCM
418
Objective Capital Management
Ohio
$675K +$240K +5,282 +56%
SWP
419
ShoreHaven Wealth Partners
New Jersey
$661K +$59.3K +1,302 +10%
NFG
420
Nations Financial Group
Iowa
$660K -$28.3K -621 -4%
CAM
421
Cresset Asset Management
Illinois
$656K +$126K +2,759 +24%
LA
422
Latitude Advisors
Florida
$647K +$224K +4,928 +53%
PP
423
Prosperity Planning
Missouri
$642K – – –
KFG
424
Kingdom Financial Group
Arizona
$638K +$336K +7,378 +112%
SPWG
425
Syntegra Private Wealth Group
Missouri
$630K +$207K +4,544 +49%
15 16
17
18 19