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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
426
TritonPoint Wealth
Maryland
$668K -$239K -5,324 -26%
GL
427
Graypoint LLC
New York
$660K +$656K +14,589 New
MSA
428
Marino Stram & Associates
Massachusetts
$657K +$135K +3,003 +26%
CWM
429
Cahaba Wealth Management
Georgia
$638K +$95.2K +2,117 +18%
VFPW
430
Vantage Financial Partners (Wisconsin)
Wisconsin
$632K -$208K -4,615 -25%
PJSIMP
431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$626K +$11.2K +250 +2%
FI
432
FWG Investments
Kentucky
$621K -$54.6K -1,214 -8%
SS
433
Sunbelt Securities
Texas
$621K +$76.2K +1,694 +14%
PP
434
Prosperity Planning
Missouri
$620K +$616K +13,708 New
BFPW
435
BOK Financial Private Wealth
Colorado
$612K -$7.37K -164 -1%
CFS
436
Coordinated Financial Services
Colorado
$608K -$6.92K -154 -1%
EAM
437
Empirical Asset Management
Massachusetts
$608K +$361K +8,033 +148%
KFG
438
Kingdom Financial Group
Arizona
$593K -$39.5K -879 -6%
PIA
439
Pinion Investment Advisors
Kansas
$580K +$577K +12,837 New
1CP
440
17 Capital Partners
Arizona
$575K +$49.6K +1,104 +10%
SPWG
441
Syntegra Private Wealth Group
Missouri
$574K -$50.5K -1,122 -8%
RCAG
442
Rehmann Capital Advisory Group
Michigan
$572K +$5.04K +112 +0.9%
ST
443
Spinnaker Trust
Maine
$563K -$15K -333 -3%
EI
444
Ellevest Inc
New York
$546K – – –
RCS
445
Retirement Capital Strategies
California
$534K -$16.2M -360,123 -97%
ML
446
McAdam LLC
Pennsylvania
$533K +$10.2K +227 +2%
SWP
447
Semus Wealth Partners
Florida
$533K -$3.64K -81 -0.7%
RFG
448
RFP Financial Group
Georgia
$532K -$23.6K -525 -4%
HR
449
Howe & Rusling
New York
$531K +$1.62K +36 +0.3%
PCMC
450
Private Capital Management (Colorado)
Colorado
$529K -$226K -5,036 -30%
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