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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
426
Syntegra Private Wealth Group
Missouri
$630K +$207K +4,544 +49%
BFPW
427
BOK Financial Private Wealth
Colorado
$624K -$33.3K -731 -5%
EP
428
Essential Planning
New Hampshire
$622K – – –
CFS
429
Coordinated Financial Services
Colorado
$620K +$619K +13,610 New
PJSIMP
430
P.J. Schmidt Investment Management (PJS)
Wisconsin
$619K +$130K +2,863 +27%
BFG
431
Beacon Financial Group
Texas
$619K +$224K +4,918 +57%
FCI
432
Financial Counselors Inc
Kansas
$610K +$14.4K +316 +2%
SG
433
StoneX Group
New York
$605K -$120K -2,640 -17%
SC
434
Scotia Capital
Ontario, Canada
$602K – – –
WIA
435
World Investment Advisors
California
$596K -$3.12M -68,496 -84%
HSA
436
HBK Sorce Advisory
Pennsylvania
$590K -$371K -8,151 -39%
WSTAM
437
Wilbanks Smith & Thomas Asset Management
Virginia
$589K -$89.9K -1,976 -13%
VC
438
Veracity Capital
Georgia
$588K +$97.9K +2,151 +20%
ST
439
Spinnaker Trust
Maine
$583K -$120K -2,639 -17%
RCAG
440
Rehmann Capital Advisory Group
Michigan
$572K +$956 +21 +0.2%
RFG
441
RFP Financial Group
Georgia
$560K +$728 +16 +0.1%
KWA
442
Kingswood Wealth Advisors
California
$555K +$21.8K +480 +4%
EI
443
Ellevest Inc
New York
$551K +$550K +12,082 New
SIS
444
Sound Income Strategies
Florida
$550K +$151K +3,310 +38%
SS
445
Sunbelt Securities
Texas
$549K +$5.64K +124 +1%
CWM
446
Cahaba Wealth Management
Georgia
$546K +$2.46K +54 +0.5%
SWP
447
Semus Wealth Partners
Florida
$541K +$27.2K +597 +5%
PCA
448
Pallas Capital Advisors
Massachusetts
$537K +$41.5K +911 +8%
HR
449
Howe & Rusling
New York
$534K +$28.5K +627 +6%
VAM
450
Verity Asset Management
North Carolina
$532K -$110K -2,411 -17%
16 17
18
19 20