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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
426
IHT Wealth Management
Illinois
$980K +$202K +4,425 +26%
FI
427
FWG Investments
Kentucky
$974K -$355K -7,781 -27%
EAM
428
Empirical Asset Management
Massachusetts
$956K +$146K +3,211 +18%
DA
429
Detalus Advisors
Missouri
$954K -$120K -2,642 -11%
HIP
430
HUB Investment Partners
Texas
$949K +$50K +1,098 +6%
MFC
431
Morris Financial Concepts
South Carolina
$943K -$23K -504 -2%
EP
432
Essential Planning
New Hampshire
$939K -$73M -1,601,504 -99%
NRC
433
New Republic Capital
North Carolina
$926K -$75.8K -1,663 -8%
KWM
434
Kingsview Wealth Management
Oregon
$925K -$218K -4,775 -19%
GWS
435
Greykasell Wealth Strategies
California
$924K -$1.85M -40,681 -67%
CAAM
436
Cornerstone Advisors Asset Management
Pennsylvania
$919K -$94.2K -2,066 -9%
CWM
437
Congress Wealth Management
Massachusetts
$918K +$909K +19,936 New
CIA
438
Cape Investment Advisory
Georgia
$903K +$202K +4,423 +29%
GS
439
GTS Securities
Florida
$893K +$883K +19,376 New
ATC
440
Argent Trust Co
Tennessee
$888K +$9.16K +201 +1%
CFIA
441
Cantor Fitzgerald Investment Advisors
New York
$886K +$84.4K +1,853 +11%
PFA
442
Pinnacle Family Advisors
Missouri
$879K -$230K -5,046 -21%
RFS
443
Richardson Financial Services
Massachusetts
$879K -$65.9K -1,445 -7%
VH
444
Visionary Horizons
Tennessee
$871K +$473K +10,386 +122%
RCM
445
Raleigh Capital Management
North Carolina
$868K -$24.5K -537 -3%
NA
446
Novus Advisors
South Carolina
$865K +$62.6K +1,374 +8%
WFS
447
WealthGarden F.S.
California
$860K -$368K -8,065 -30%
FA
448
Flagstar Advisors
New York
$857K -$25K -549 -3%
VFP
449
Vested Financial Planning
California
$841K – – –
TA
450
TFB Advisors
Kansas
$825K -$19.3K -423 -2%
16 17
18
19 20