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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
401
Liberty Square Wealth Partners
Pennsylvania
$1.1M -$157K -3,433 -13%
LL
402
LPWM LLC
Minnesota
$1.08M +$559K +12,250 +110%
LA
403
Lifeworks Advisors
Michigan
$1.08M -$1.51K -33 -0.1%
EL
404
EQ LLC
Washington
$1.08M -$555K -12,158 -34%
MC
405
Moors & Cabot
Massachusetts
$1.08M -$83.5K -1,829 -7%
SS
406
Sunbelt Securities
Texas
$1.07M +$720K +15,782 +203%
RWM
407
Rialto Wealth Management
New York
$1.06M +$37.3K +818 +4%
CFA
408
Cahill Financial Advisors
Minnesota
$1.05M +$54K +1,183 +5%
HFO
409
Heritage Family Offices
Arizona
$1.04M – – –
SEIA
410
Signature Estate & Investment Advisors
California
$1.03M -$89.3K -1,957 -8%
CWMK
411
Caliber Wealth Management (Kansas)
Kansas
$1.03M +$211K +4,632 +26%
QP
412
Quartz Partners
New York
$1.03M +$1K +22 +0.1%
WCM
413
WealthTrak Capital Management
Virginia
$1.02M -$35.5K -779 -3%
SFA
414
Sequoia Financial Advisors
Ohio
$1.01M +$769K +16,863 +334%
CAAM
415
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M +$86.5K +1,895 +10%
MSA
416
Marino Stram & Associates
Massachusetts
$1M -$34.2K -749 -3%
PCS
417
Private Client Services
Kentucky
$1M +$495K +10,850 +100%
AG
418
Ascent Group
Virginia
$1M +$392K +8,594 +66%
BWM
419
BCS Wealth Management
Tennessee
$1M -$3.1K -68 -0.3%
GFA
420
Gallagher Fiduciary Advisors
Illinois
$999K -$3.19M -69,798 -76%
SAM
421
Secure Asset Management
Michigan
$994K +$981K +21,507 New
CCG
422
Catalina Capital Group
California
$984K -$217K -4,760 -18%
TFGT
423
TS Financial Group (TSFG)
Illinois
$975K -$6.39M -140,085 -87%
CIA
424
Cape Investment Advisory
Georgia
$974K +$67.2K +1,472 +8%
BEI
425
Benjamin Edwards Inc
Missouri
$966K +$187K +4,107 +24%
15 16
17
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