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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
451
Marino Stram & Associates
Massachusetts
$526K +$525K +11,527 New
ICP
452
Interchange Capital Partners
Pennsylvania
$509K +$148K +3,250 +44%
RFN
453
RDA Financial Network
Iowa
$507K +$193K +4,240 +62%
FCG
454
Financial Connections Group
California
$505K +$31.4K +691 +7%
CIA
455
Cape Investment Advisory
Georgia
$485K -$76.3K -1,676 -14%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$477K +$153K +3,372 +48%
ATC
457
Argent Trust Co
Tennessee
$477K – – –
AWM
458
Axxcess Wealth Management
California
$473K +$258K +5,661 +120%
LWM
459
LongView Wealth Management
Georgia
$472K -$124K -2,735 -21%
GFPC
460
Global Financial Private Client
Florida
$465K +$101K +2,216 +27%
FA
461
Flagstar Advisors
New York
$462K +$191K +4,200 +71%
BA
462
Bellwether Advisors
Nebraska
$460K – – –
T
463
TCWP
Ohio
$457K +$110K +2,417 +32%
AFAS
464
Acorn Financial Advisory Services
Virginia
$444K +$83.7K +1,840 +23%
IWP
465
Insight Wealth Partners
Texas
$440K +$137K +3,003 +45%
SAG
466
SageView Advisory Group
California
$438K +$170K +3,739 New
QWM
467
Quadcap Wealth Management
Texas
$433K +$46.1K +1,014 +12%
HWMA
468
Heritage Wealth Management (Arizona)
Arizona
$433K -$35.9K -788 -8%
HPC
469
Hobart Private Capital
North Carolina
$429K +$35.1K +771 +9%
AWA
470
Arkadios Wealth Advisors
Georgia
$423K +$17.3K +380 +4%
WJA
471
Willis Johnson & Associates
Texas
$423K +$16K +352 +4%
VWWMG
472
Vermillion & White Wealth Management Group
Pennsylvania
$419K – – –
SAM
473
Strategy Asset Managers
California
$408K +$408K +8,957 New
SAM
474
Smartleaf Asset Management
Massachusetts
$407K +$134K +2,954 +50%
CSB
475
City State Bank
Iowa
$401K +$26.3K +578 +7%
17 18
19
20 21