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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
$848K +$51.1K +1,137 +6%
NRC
402
New Republic Capital
North Carolina
$844K -$13.2K -293 -2%
FA
403
Flagstar Advisors
New York
$843K +$382K +8,499 +84%
FGAM
404
Financial Gravity Asset Management
Texas
$819K -$1.9M -42,219 -70%
HIP
405
HUB Investment Partners
Texas
$815K -$51.8K -1,152 -6%
NRI
406
NFP Retirement Inc
California
$812K +$18.3K +408 +2%
DWP
407
Daymark Wealth Partners
Ohio
$807K -$48.7K -1,084 -6%
TA
408
TFB Advisors
Kansas
$804K -$34.1K -758 -4%
BWA
409
Burt Wealth Advisors
Maryland
$802K -$18.3K -408 -2%
RCM
410
Raleigh Capital Management
North Carolina
$775K -$48.7K -1,083 -6%
BHPW
411
Beverly Hills Private Wealth
California
$772K -$253K -5,633 -25%
CAM
412
Cresset Asset Management
Illinois
$768K +$117K +2,595 +18%
PFA
413
Pettinga Financial Advisors
Indiana
$764K -$979K -21,774 -56%
AL
414
Aspiriant LLC
California
$735K -$44.2K -982 -6%
AWM
415
Aspire Wealth Management
Massachusetts
$734K -$24.5K -545 -3%
NC
416
Napatree Capital
Rhode Island
$724K – – –
HG
417
Harbor Group
New Hampshire
$720K -$208K -4,629 -23%
AWM
418
Avior Wealth Management
Nebraska
$696K -$33.6K -747 -5%
MHB
419
Midwest Heritage Bank
Iowa
$695K -$20.8K -463 -3%
IAIM
420
International Assets Investment Management
Florida
$693K +$396K +8,803 +135%
ZB
421
Zions Bancorporation
Utah
$692K +$688K +15,310 New
NFG
422
Nations Financial Group
Iowa
$691K +$35.9K +799 +6%
BFG
423
Beacon Financial Group
Texas
$682K +$67.9K +1,511 +11%
SWP
424
ShoreHaven Wealth Partners
New Jersey
$674K +$17.6K +391 +3%
DC
425
Davenport & Co
Virginia
$670K +$1.03K +23 +0.2%
15 16
17
18 19