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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
401
Meridian Wealth Partners
Pennsylvania
$1.17M -$249K -5,470 -18%
AP
402
Appleton Partners
Massachusetts
$1.17M -$121K -2,655 -9%
CWM
403
Certus Wealth Management
California
$1.17M – – –
SFS
404
Sowell Financial Services
Arkansas
$1.17M -$118K -2,597 -9%
LSA
405
Lion Street Advisors
Texas
$1.16M +$344K +7,552 +43%
MC
406
Moors & Cabot
Massachusetts
$1.16M -$46.7K -1,024 -4%
EPP
407
ETF Portfolio Partners
Kansas
$1.15M -$82.4K -1,807 -7%
SIS
408
Sound Income Strategies
Florida
$1.15M -$161K -3,543 -12%
PCM
409
Parsons Capital Management
Rhode Island
$1.13M +$6.11K +134 +0.5%
SEIA
410
Signature Estate & Investment Advisors
California
$1.12M +$75.2K +1,649 +7%
TFO
411
Tarbox Family Office
California
$1.12M -$462K -10,142 -30%
BBA
412
Braun-Bostich & Associates
Pennsylvania
$1.09M -$419K -9,195 -28%
LA
413
Lifeworks Advisors
Michigan
$1.08M +$8.34K +183 +0.8%
WCM
414
WealthTrak Capital Management
Virginia
$1.05M +$28.5K +625 +3%
HFO
415
Heritage Family Offices
Arizona
$1.04M +$122K +2,681 +13%
MSA
416
Marino Stram & Associates
Massachusetts
$1.03M -$8.57K -188 -0.8%
HIF
417
Hill Island Financial
Michigan
$1.03M -$125K -2,745 -11%
FTS
418
Fifth Third Securities
Ohio
$1.02M +$1.01M +22,205 New
QP
419
Quartz Partners
New York
$1.02M +$81.4K +1,786 +9%
RPSA
420
Richard P. Slaughter Associates
Texas
$1.02M – – –
RWM
421
Rialto Wealth Management
New York
$1.01M -$33.5K -734 -3%
HWP
422
Heritage Wealth Partners
Ohio
$1.01M +$1M +21,948 New
WFA
423
Wells Financial Advisors
Massachusetts
$1.01M – – –
KFG
424
Kelly Financial Group
Connecticut
$1.01M +$70.3K +1,542 +8%
MWA
425
MN Wealth Advisors
Kansas
$1M -$9.3K -204 -0.9%
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