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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$842K +$829K +17,865 New
AL
427
Aspiriant LLC
California
$840K +$72.7K +1,567 +10%
CIA
428
Cape Investment Advisory
Georgia
$839K +$305K +6,572 +59%
SS
429
Sunbelt Securities
Texas
$837K +$187K +4,029 +29%
EP
430
EPIQ Partners
Minnesota
$831K +$818K +17,629 New
TA
431
TFB Advisors
Kansas
$827K -$11.2K -241 -1%
FT
432
Fiduciary Trust
Massachusetts
$824K +$427K +9,204 +111%
HIP
433
HUB Investment Partners
Texas
$806K -$42.6K -919 -5%
DWP
434
Daymark Wealth Partners
Ohio
$801K -$39.4K -849 -5%
BWA
435
Burt Wealth Advisors
Maryland
$795K -$40K -862 -5%
PCIA
436
Prime Capital Investment Advisors
Kansas
$787K -$189K -4,068 -20%
BHPW
437
Beverly Hills Private Wealth
California
$751K -$52.2K -1,125 -7%
NFG
438
Nations Financial Group
Iowa
$751K +$30K +647 +4%
SPWG
439
Syntegra Private Wealth Group
Missouri
$742K +$142K +3,051 +24%
MHB
440
Midwest Heritage Bank
Iowa
$726K +$1.81K +39 +0.3%
NC
441
Napatree Capital
Rhode Island
$723K -$30.2K -650 -4%
ZB
442
Zions Bancorporation
Utah
$721K – – –
EAM
443
Empirical Asset Management
Massachusetts
$718K +$83.3K +1,795 +13%
PP
444
Prosperity Planning
Missouri
$713K -$636K -13,708 Closed
1CP
445
17 Capital Partners
Arizona
$710K +$109K +2,344 +18%
KWM
446
Kingsview Wealth Management
Oregon
$700K +$376K +8,094 +120%
B
447
Bailard
California
$671K +$661K +14,250 New
HFO
448
Heritage Family Offices
Arizona
$663K +$166K +3,575 +34%
LSA
449
Lion Street Advisors
Texas
$656K +$199K +4,298 +45%
KFG
450
Kingdom Financial Group
Arizona
$651K +$32.9K +709 +5%
16 17
18
19 20