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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
426
Omni 360 Wealth
New Jersey
$1.24M -$359K -7,672 -22%
FWWM
427
Fiscal Wisdom Wealth Management
Connecticut
$1.23M +$262K +5,602 +27%
KL
428
Keenan LLC
Massachusetts
$1.21M +$1.21M +25,968 New
PFM
429
Phillips Financial Management
Indiana
$1.19M -$51.3K -1,097 -4%
EPP
430
ETF Portfolio Partners
Kansas
$1.19M +$654 +14 +0.1%
EWA
431
EverSource Wealth Advisors
Alabama
$1.19M -$101K -2,154 -8%
MC
432
Moors & Cabot
Massachusetts
$1.18M +$33.7K +721 +3%
BEI
433
Benjamin Edwards Inc
Missouri
$1.16M +$86.2K +1,845 +8%
PAMG
434
Patton Albertson Miller Group
Tennessee
$1.15M -$19.4K -414 -2%
MSA
435
Marino Stram & Associates
Massachusetts
$1.15M +$62.9K +1,345 +6%
QP
436
Quartz Partners
New York
$1.14M +$28.7K +615 +3%
KWA
437
Kingswood Wealth Advisors
California
$1.13M -$267K -5,711 -19%
WC
438
Waterloo Capital
Texas
$1.12M +$1.12M +24,066 New
MWA
439
MN Wealth Advisors
Kansas
$1.11M -$4.96K -106 -0.4%
HFA
440
Hershey Financial Advisers
Pennsylvania
$1.1M +$52.4K +1,122 +5%
WIM
441
WealthPlan Investment Management
Nebraska
$1.1M -$68.2K -1,460 -6%
WS
442
Wedbush Securities
California
$1.1M +$2.9K +62 +0.3%
HKIMG
443
Hutchens & Kramer Investment Management Group
Indiana
$1.09M -$91.2K -1,952 -8%
VA
444
Valmark Advisers
Ohio
$1.09M +$486K +10,397 +79%
PFW
445
Petros Family Wealth
Minnesota
$1.09M +$1.09M +23,351 New
RM
446
RCW Management
Florida
$1.08M +$1.09M +23,295 New
KFP
447
Kerr Financial Planning
California
$1.07M -$11.7K -250 -1%
CCG
448
Catalina Capital Group
California
$1.07M -$51.7K -1,105 -5%
LFWA
449
LiftPoint Family Wealth Advisors
New Jersey
$1.06M +$1.07M +22,817 New
CFA
450
Cahill Financial Advisors
Minnesota
$1.06M +$7.99K +171 +0.8%
16 17
18
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